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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 12 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

Add "Due Date", "Sent Date", and "Ball In Court" to Submittal Column Options

Add "Due Date", "Sent Date", and "Ball In Court" to Submittal Column Options
Meredeth Dotson almost 2 years ago in Submittals 3 Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest almost 2 years ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

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 almost 2 years ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker almost 2 years ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Add "Status" Column to Submittal List

It allows for better tracking of outstanding submittals
Guest about 2 years ago in Submittals 1 Future consideration

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 about 1 year ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 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 12 months ago in Submittals / Workflow 0 Future consideration

Deleting a Contact from a Project

A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
Genevieve E about 1 year ago in Contacts / Correspondence / RFI / Submittals 0 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 12 months ago in Submittals / UI User Interface Enhancements 1 Future consideration