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Submittal - Auto update the responsible company field

When using workflow for a submittal. The responsible company field should auto update with who is set to approve the submittal.
Jack Speshock about 1 year ago in New Email Features & Email Browsing / Submittals 0 Future consideration

Submittal notifications for cc'd recipients

The submittal notifications for cc'd recipients reads as if the cc'd recipient is required to respond. The notification should list the required responder after Attention and include a list of cc'd individuals. The email to cc'd recipients should ...
Nina F 6 months ago in Response Workflow / Submittals 0 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 over 1 year 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 over 1 year ago in Submittals 1 Future consideration

Send RFI, Instruction from Project Groups

Having the Project team groups as an option in the contact list for a project so we can send all correspondence to a Project team group instead of induvial clicking them or a separate message for each contractor . e.g. RFI's, Transmittal, issues,
Brendon Rohde over 1 year ago in Project Groups / RFI 0 Future consideration

Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil about 1 year ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration

RFI report with all attachments

For an RFI, I would like to have the function of having all attachments and linked correspondence to be included with I run the report to print off. As of right now I have to run the report and then download attachments separately and combine them...
Patrick Wolf 4 months ago in RFI / UI User Interface Enhancements 1 Future consideration

Submittal - Edit and change Respondence after created.

When in submittals there is a editable field under 'Respondence' but its useless when it comes to editing the contact or changing email addresses or in my case I forgot to add the contact/email address now I don't have a chance to change it withou...
Jessica Carbone 6 months ago in Submittals / UI User Interface Navigation 0 Future consideration

Currently working on

Add column that shows whose responsibility the submittal is at this time -- also - show Status (Approved, Pending, Revise and Resubmit, Reject)
Guest 10 months ago in Submittals 1 Already exists

Due Date on Submittal Page

Can you please add the 'Due Date' to the front page of each submittal? There isn't a location to find out the assigned due date after it has been created.
Jessica Carbone 6 months ago in Submittals 0 Future consideration