Submit Your Suggestions for Viewpoint Team

Default Distribution based on Doc Type and Action

Allow Project Editors to set up distribution defaults by project similar to Vista default distribution based on Doc Type but also by State - or the State the document is moving into with the action being performed. EG an RFI is Marked as Answered, pull This Group of contacts into the CC field.

  • Guest
  • Nov 27 2017
  • Future consideration
Company Sellen Construction
Job Title / Role Construction Applications Manager
I need it... 1 month
  • Attach files
  • Jamie Berzon commented
    June 05, 2019 21:05

    To add to this, when selecting the default for an RFI, we should be able to select a distribution group.

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