Currently TEAM has the capability of exporting each individual document attachment in the documents tab. We currently have a folder structure set up with numerous documents within. These folders serve as part of the closeout process at the end of the project completion. It is very time consuming to export each individual file. It would be much more efficient to export the entire folder or pick and choose the folders to export
Guest
| Company | Ideal Contracting LLC |
| Job Title / Role | Project Manager |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Josh
I will be creating a ticket this isn’t working properly
[https://idealcontracting.com/esig/Exclaimer/Email-Signature-Logo.png]
Jennifer Torres
Project Manager
C 313.316.0477
@Jennifer, closeout definitely is intended to keep the folder structure from the Documents module. If it's not doing that for you, please log a case with support so we can look into it.
Thank you Josh ………….. we are currently using the closeout function however it doesn’t keep it all in the folders set up, which is very inefficient for the customer
[https://idealcontracting.com/esig/Exclaimer/Email-Signature-Logo.png]
Jennifer Torres
Project Manager
C 313.316.0477
We plan to improve downloading in bulk in the documents module in the future. However for closeout, you can get an export of the entire documents module with the Project Closeout feature of Team. It currently exports everything in Documents, so you may need to delete some internal folders before sending. But it's probably much easier than downloading individual files.
Here's the documentation on that feature.
http://teamdocs.viewpoint.com/topics/Project_Settings/c_closeout.html?hl=close%2Cout
This concept has restricted the usability on my project for close out documents. In order to turn over these documents in an organized fashion to the owner we need to be able to file by folder then download.