Submit Your Suggestions for Viewpoint Team

Allow a step to be skipped or not send an email for Submittal

We have subcontractors that email their documents before we've even entered the submittal.  If we enter it the proper way, they are going to get an email asking to submit, but they already have.  We would like the option of still inputting the subcontractor in the Submittal, but not sending the email and we would submit the attachments ourselves.  This would also be the case too if the consultant approves or rejects outside of TEAM and we have to do it on their behalf as Project Editors.

The only workaround I've been able to do is entering ourselves as the "Submitter" so that the Subcontractor does not get an email, but then we lose this crucial piece of information for reports.  

In Vista we can enter all of these as distributions but don't have to email them (there is a checkbox to unmark send).  

  • Mercedes Green
  • Dec 13 2017
  • Future consideration
Company Skygrid
I need it... Yesterday...Come on already
  • Attach files
  • Guest commented
    July 26, 2018 23:55

    The submittal can be created as a draft, attach the submittal documentation, then go to Change State and select In Review. It will prompt for all Submitter and Approver information, but skips the "Issued" and "Submitted" states. 

  • Bobby Asbury commented
    December 23, 2017 15:02

    It would be helpful to be able to toggle off email notification. We have similar scenarios and we insert comment that no action is needed, just pushing thru system.

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