Submit Your Suggestions for Viewpoint Team

Create Custom Cover Sheets for Company/Enterprise

It would be great to be able to create custom cover sheets for RFIs, Submittals, that could be added Company/Enterprise wide - then still allow for a project override.

  • Jamie Berzon
  • Feb 28 2020
  • Already exists
RFIs
Company S. M. Wilson
Job Title / Role IT Manager
I need it... 1 month
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  • Jamie Berzon commented
    February 28, 2020 20:04

    great thanks!

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  • Admin
    Sam Schwartz commented
    February 28, 2020 20:00

    We actually have this already today under Admin Center -> Custom Cover Sheets - - any project-level cover sheets do override these. As for the fields, agree - unfortunately our system parses Word merge fields only, it's not just looking for the double brackets << >> , they need to be MS Word-formatted merge fields.

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  • Jamie Berzon commented
    February 28, 2020 19:45

    Also - it would be super cool if I could use Google Docs to make my edit...when I export it from Google Docs into a word - it no longer recognizes the fields...boo.

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