Submit Your Suggestions for Viewpoint Team

Assign Custom Vista template to be used for RFI or Submittal

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 defaults based on Document Types - and be editable from there. . . 

But, baby steps.

  • Mary R
  • Jan 9 2018
  • Likely but not yet planned
Company Sellen Construction
Job Title / Role Construction Applications Manager
I need it... 1 month
  • Attach files
  • Carrie Pipkin commented
    June 5, 2018 15:06

    As a subcontractor this would be a must for us to even use Submittals and RFI.  Current coversheet has an area for architect and contractor.  We send Submittals to the Contractor never the architect.  Not a lot of changes needed, but it does need to be customizable.

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