GC and Architect should be able to stamp submittals in Team
The Submittal Cover page is OK, but it seems like you'd have to print it out, stamp it with a physical rubber stamp and upload it back in. The the architect would need to do it again. Use the document markup tools to let us upload a stamp, fill ...
With submittals, there are 2 parts. The first is the submittal tracking, which is covered by the submittal page in TEAM. The second very important part is material tracking. So once the submittal is approved and sent back to the submitter, there i...
Link RFI's to Drawings
Description: We need the ability to link RFI's directly onto drawing sheets. The link would state the RFI number and include a pin that could be selected when viewing the drawings on the Web or in the Mobile app.
The links/numbers would also rema...
Sending Notifications to a Distribution Group
It would be helpful to have the ability to have distribution groups that you can send notifications to people. Best example would be if the drawings were updated you could send a mass notification for the updated items.
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 ...
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.
Allow Markups on Submittal Drawing or any pdf we open
Drawings can be marked up from the Documents module, but we would like to add markups to the submitted drawings so those comments can be sent to the Consultants for approval. Since we can download them, mark them up, then re-attach, would be grea...
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...
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...
Remove Old Projects From Team for closeout/handover
We need to be able to remove a project off of TEAM and store it on an external hard drive as we need to keep our projects on file for up to 7 years.
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