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Correspondence

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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 10 months ago in Submittals 1 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 7 months ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

Add "Status" Column to Submittal List

It allows for better tracking of outstanding submittals
Guest 12 months ago in Submittals 1 Future consideration

Download Submittals with Annotations

It would be useful to Team Link users if when they download a submittal that the annotations are a part of that download rather than having to view it and then select download with all annotations. Especially since there is no manual for Team Link...
Sondra Hall 10 months ago in Submittals 0 Future consideration

RFI - Make RFI Respondent Default Responsible Party

We would love to see the RFI Respondent become the responsible party as soon as an RFI is generated. This just seems the natural chain of events and would save time.
Terry Buchanan 9 months ago in RFI 0 Future consideration

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 7 months ago in New Email Features & Email Browsing / Submittals 0 Future consideration

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest 7 months ago in Journals / Linked Files (Projects) / RFI / Submittals 0 Future consideration

Add Ability to export a complete submittal (including the actual submittal pages, not just the cover sheet

We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet
Guest about 1 year ago in Detail Report Templates / Submittals 0 Future consideration

Journal recipients should not see files uploaded by other recipients

When you create a journal and send it to multiple subcontractors, subs don't see any reference to the other subs on the journal. However, if the sub uploads any files to the journal, those files ARE visible to all other recipients. This is a confi...
Guest 8 months ago in Journals 0 Future consideration

Add more communication capabilities to Correspondence modules

Right now, the only communication stored in correspondence modules is the final response of the respondent. There is usually a lot more back and forth there between the different parties involved. It would be nice to be able to have a "chat" style...
Dario Tomic 10 months ago in Correspondence / Submittals 1 Future consideration