Submit Your Suggestions for Viewpoint Team

A tool to build a submittal cover sheet

From a recent demo:

The ability to build a submittal package cover sheet or summary sheet, with a TOC or a list of attachments, could save time vs. entering this kind of data manually during workflow.

  • Guest
  • Feb 8 2017
  • Shipped
Company Viewpoint
Job Title / Role sales engineer
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  • Brendan Mead commented
    September 14, 2017 17:41

    Is there an update on this? 

  • Admin
    Jeremy Larsen commented
    September 15, 2017 14:18

    Hi Brendan,

    We are planning to build out a submittal sheet that will allow users to download, print and receive it in pdf format with their notification.  We are looking to deliver in Oct/Nov time frame.  Would love some feedback on layout or examples of sheets you have used on some jobs.

    thanks - Jeremy

  • Bobby Asbury commented
    September 16, 2017 12:27

    Please see attached Sbmtl coversheet we are using currently from TEAM print page (we added stamps for our logo and review stamp areas) and one we are utilizing from VISTA.

    Thank You,

    Bobby Asbury

    Project Manager
    Leander Construction, Inc.
    [LCI Logo]
    24472 N. County Hwy 6 | Canton, IL 61520
    Office: (309) 647-7400, Ext. #1008 | Fax: (309) 647-7401
    Cell: (309) 208-8540 |

  • Admin
    Jeremy Larsen commented
    September 26, 2017 13:13

    Thanks - this is helpful

    We do intend to begin working on this in October

  • Guest commented
    September 26, 2017 18:50


    See the transmittal template attached that we use at Sachse Construction. We would like this to be implemented as a transmittal sheet to be attached with submittals. The information gets autopopulated from the submittal data.

  • Tim Hockett commented
    October 26, 2017 03:00

    We are new members to Viewpoint Team platform. We are excited about the potential of the software, and we think the submittal cover feature will enhance the software to a  more powerful useful level. I would like to suggest that VP add a data entry field to reference a drawing/sheet no. This would be similar to the spec section data field. Also I would like to submit our submittal transmittal cover sheets as examples. We current use Google Forms with a publisher application that uses "tags" to place the data in our submittal cover. This may be a solution for Viewpoint and this technique could also be used in the email correspondence similar to a mail merge function. Please fee free to contact me if you need any clarification. Kind Regards, 816.738.9237

  • Tim Hockett commented
    October 26, 2017 03:08

    To clarify my last entry - Drawing Number data field should be used on Submittal data entry & RFI data entry. You may consider giving the user's the ability to add data fields as needed in the the submittal and RFi modules. Submittal transmittal cover sheet is typically a spec requirement of the review engineer per the General Conditions. I am surprised VP doesn't already have this option in the software. What is the current timeline to have the submittal transmittal sheets activated and ready for users?

  • Bobby Asbury commented
    November 19, 2017 00:43

    Most of the Projects we still see the requirement for a review stamp though more advanced Engineers are now moving in the direction of review comment sheet in lieu of stamp and internal comments.

  • Mercedes Green commented
    November 20, 2018 20:42

    This is showing as Shipped, but there is no TOC, list of attachments etc.

  • Lane Grover commented
    December 14, 2018 23:00

    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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