Submit Your Suggestions for Viewpoint Team

Streamline Revise and Submit process to make it easier for all involved.

Submittal Revise and Resubmit process:

1. The Architect rejects a submittal and the ball is in Sachse’s Court. There are two options: Close and notify, or create revision. The ‘create revision’ button should be deleted.

2. When the ‘close and notify’ button is clicked, the notify pop up comes up. There should be a check box for ‘revise and resubmit’ that creates a revision when checked. The old revision will then be locked out from editing.

3. All revision pages should have two areas to upload attachments. One is for “approved submittals”, the other is for “Revise/Review Submittals”

4. Add a feature on each revision to be able to toggle through revision. Currently you can only move backwards. You need the ability to also move forward. So if you are on REV 1, you should be able to go back to REV 0 for reference, but also move forward to REV 2 or whatever is the current revision.


See attached for mock-up of buttons to help explain our idea

  • Gravatar Andrea Wright
  • May 26 2017
  • In Review
Company Sachse Construction
Job Title / Role ERP Implementation Project Manager
I need it... 3 months
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  • Admin
    Jeremy Larsen commented
    June 14, 2017 17:25

    Andrea - This is helpful - thank you.  We will see how we can simply this in the system.

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