Submit Your Suggestions for Viewpoint Team

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

But, baby steps.

  • Mary R
  • Jan 9 2018
  • Planned
Company Sellen Construction
Job Title / Role Construction Applications Manager
I need it... 1 month
  • Attach files
  • Carrie Pipkin commented
    June 05, 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.

  • Lane Grover commented
    December 14, 2018 23:01

    Most agencies we work with require the use of their specific form. We work almost exclusively with Public Agencies. Without the ability to utilize their form, the agency will not participate in TEAM. There must be a way to fully customize the Cover Sheet.

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