Customizable templates for RFI & Submittal cover sheets
With the new document generation from Team which utilizes the canned Vista template, it seems natural to allow users to utilize our customized templates.
Added bonus if this could feed to each project from the Company Parameter document template ...
Need Customizable Security Groups or Add More
Currently if we have Field Engineers entering Submittals and RFIs, they have to be given Project Editor access. This then allows them to make modifications in the Documents module. We have legal documents that we only want to give to the PMs and...
From my understanding 2018R2 was to be integrated with BlueBeam but appears it only shows markups you did within Team online as a markup in BlueBeam. We would like to not have to download a pdf locally, open it in BLueBeam, make our markups, save...
Notification of New Documents
It would be nice if there was a way to notify project collaborators if new documents were uploaded to the documents section. For example, if I uploaded steel erection field use drawings. It would be nice to be able to notify the steel erector that...
Ability to Mass E-mail All Contacts in a Project
I looked and could not find anything, but is there a way to notify all of your contacts with one single e-mail?, i.e. I have uploaded the most current plans to the Documents folder and I would like everybody to know that it is there.
Add Search Capabilities in Documents module
When we have a lot of files uploaded, it would be very helpful to do wildcard searches within a folder that searches all subfolders or current folder, like you can do with Windows File Explorer.
When a document revision is uploaded an email notification needs to go to interested parties
When document revisions are uploaded all interested parties need to be notified. How we identify "interested parties" may be anyone that has been given collaboration rights to a folder. This is a real pain point with anyone performing work but not...
Need Documents Access Using File Explorer and Office like DropBox and OneDrive
We desperately need the ability to access our TEAM document files with File Explorer, like we can with DropBox and other cloud storage apps. When we create new files using MS Project or Office or BlueBeam or any other program, OR when we are emai...
External Folder in Documents
Ability to add a "public" folder(s) in the documents folder structure that can be accessed via a unique URL without logging in to TEAM. Folder contents should be able to be downloaded with an optional upload capability.
Need a way to manage Spec Sections
There is nowhere obvious to edit spec sections and names.When adding Submittals "Spec Section" gives a drop down number. The Spec Number “description” also needs to be listed and both should be editable.
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