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Manual Data Entry For Reports

When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...
Guest 15 days ago in New Product Integration / Submittals 0 Future consideration

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro 4 months ago in eSign (including DocuSign) 1 Future consideration

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents
Sue Parker about 1 month ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

Prime Contracts - Add new field for customer PO #

No description provided
Norman Wendl 3 months ago in Custom definable Fields / Prime Contracts 4 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 6 months ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock 6 months ago in Digitizer / Document Viewer / Drawings 0 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 7 months 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 8 months ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

right click - open in new tab

A big timesaver would be the option to right click on links within sage CM and press 'Open in new tab' currently, this is not an option that shows up on a right click.
James Arrowsmith 10 months ago in Other 4 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest 7 months ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration