Submit Your Suggestions for Viewpoint Team

copy documents in a project template

we have some forms that are used for our jobs and the ability to keep those docs in a project template would be great. PM's will have everything they need in one spot and it will remove the added step of them copying the docs to each project they create.

  • Jennifer Montel
  • Oct 8 2018
  • Future consideration
Company Rieth-Riley Construction
Job Title / Role System Support Supervisor
I need it... 6 months
  • Attach files
  • Kim Givens commented
    September 02, 2021 18:40

    Being able to copy an already completed form within a project so that the info carries into the next form for the project. We have pdf fillable form that has to be submitted weekly and most of the information has to carry over to the next weeks form. Right now you have to add the form template and start from scratch. Unless I'm missing something?

  • Guest commented
    October 26, 2018 15:03

    I agree.  We are seeing a large trend of Projects using the same standard documents.  (Safety Boiler Plate docs) they need to be in a place that our field guides can touch.  It would be great if these standard docs could be added to a folder structure and when copied from our default project we could select "Yes" to move documents along with folders.

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