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Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle 3 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 3 months ago in Submittals / Workflow 0 Future consideration

Submittal Item Additional Tracking Fields

Would it be possible to add the following fields: Release Date, Estimated Ship Date, Actual Ship Date.
Adam Clark 25 days ago in Submittals 0 Needs review

Ability to pull Purchase Order Items into Submittal Items

Some handy fields already exist on each submittal item. It would be incredibly useful if you were able to pull in approved purchase order items into the submittals (similar to daily logs). Additionally, could the Actual Delivery Date field be a ty...
Adam Clark 25 days ago in Submittals 0 Needs review

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator
Matthew Carlisle 3 months ago in Submittals / UI User Interface Enhancements 1 Future consideration

Increased submittal response options

It seems that when a respondent uploads their response there is no section for them to list whether they approved or rejected the submittal. Please add response options: Approved, Approved as noted, Revise & Resubmit. This would help all part...
Matthew Carlisle 3 months ago in Submittals 2 Already exists

Urgent Sage Issue - Submittal Review Process

I initially brought this issue to attention in November and has been discussed on multiple occasions since. I must emphasize its ongoing impact and the urgent need for resolution. The current structure of the website creates significant inefficien...
Guest 5 months ago in Submittals 4 Already exists

Submittal Follow Up

Sage removed the Create Follow Up Submittal button in submittal details. They also removed the link attached files button on follow up submittals. Submittals had more functionality with these features and should be brought back.
Guest 14 days ago in Submittals 0 Needs review

Submittal item status date update automatically

If the status date for the item could be updated to the current date when the status is changed would be ideal for an audit trail.
Guest 15 days ago in Submittals 0 Needs review

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest 7 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration