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Correspondence

Provide Email log that shows whether emails were received and/or opened.

We don't know whether our Team Link partners have successfully received and opened our emails. For example, have our Subcontractors opened Submittals, RFIs, etc. Please provide a list of outgoing emails and the date and time they were received &am...
Guest 22 days ago in Correspondence Needs review

Auto Populate Transmittal from Submittal

Most Submittals need Transmittals so we need an Auto Population to remove duplicate entry.
Renee Thomas about 1 month ago in Transmittals Needs review

Audit Log for Submittal edits

Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...
Bryan Shirota 9 months ago in Submittals Needs review

Allow multiple correspondence to happen across singular RFI or Submittal

with RFI's and submittals there is general back and forth on a particular item. Having to restart a new RFI or submittal to "continue" the conversation is very inefficient to the point people work outside of the system, or don't do them at all whi...
Mike Just 3 months ago in RFI Needs review

Submittals from Spec Book

Most softwares, like procore and expedition, have the capability to generate submittal logs from a spec book, sage should have this too. In sage's case, we should be able to upload the spec book and the software should generate submittal packages ...
Cali Huys DS Constructors, LLC 8 months ago in Submittals Needs review

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 over 1 year ago in Submittals / UI User Interface Enhancements Future consideration

Internal Response Emails

Currently the originator on the correspondence features will only get and email that a respondent has entered in a response if that respondent is an external contact. When the respondent is an employee in the system and they add a response, not em...
Michelle Moffatt 8 months ago in Correspondence Needs review

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 over 1 year ago in Submittals / Workflow Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest over 2 years ago in Notifications / Submittals / UI User Interface Enhancements Future consideration

More Submittal Filter options on submittal list

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