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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 about 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 12 months ago in Alerts and Calendars / Notifications / Submittals 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 4 months ago in Submittals / UI User Interface Navigation 0 Future consideration

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 4 months ago in Submittals 0 Future consideration

Compatibility with Newforma

Majority of the Architecture firms we work with use Newforma as a document management software. Procore had a plug-in that worked with Newforma making it easier on Architects to forward submittals/RFIs to their engineering team. It would be helpfu...
Genevieve E 5 months ago in New Product Integration / Open API / RFI / Submittals 1 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 8 months ago in Submittals 1 Already exists

Viewing Submittals Organized By Originator In TeamLink Portal

Being able to view all of a projects submittals in the TeamLink Portal by originator would be useful for organizational purposes and ease of access for the users to see which submittals pertain to them as well as the submittal list as a whole. Thi...
Guest 8 months ago in Submittals / Teamlink Portal (General) 2 Already exists

All Project RFIs View In TeamLink Portal

Being able to have access to all of the RFIs through the TeamLink Portal would be useful so that all subcontractors/primes can see any new or useful information. All subcontractors/primes would benefit with this feature because they would be able ...
Guest 8 months ago in RFI / Teamlink Portal (General) 3 Already exists

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Marc Macialek 8 months ago in Document Viewer / Photos / RFI / UI User Interface Enhancements 7 Future consideration

Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...
Guest 11 months ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration