Submittals

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Required Addition of Closeout Option for Submittal Items

It has come to our attention that the current version of Sage only allows for marking an entire submittal package as "closeout." While this feature may be functional for others, it falls short when dealing with closeouts within a specification sec...

Guest 6 months ago in Submittals 1 Future consideration

16 VOTE

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 about 1 year ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

8 VOTE

RFI Responses in Team Link

Some RFIs have multiple back and forth questions and answers relating to one topic. In Team Link, Architects/Engineers have the ability to go back in and edit responses. This is not ideal for tracking the project record. If a Architect has respond...

Genevieve E 7 months ago in RFI / Submittals / Teamlink Portal (General) / Teamlink User Roles 8 Future consideration

17 VOTE

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

Meredeth Dotson over 1 year ago in Submittals 3 Future consideration

15 VOTE

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 about 1 year ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

1 VOTE

Submittal Follow Up

Sage removed the Create Follow Up Submittal button in submittal details. They also removed the link attached files button on follow up submittals. Submittals had more functionality with these features and should be brought back.

Guest about 1 month ago in Submittals 0 Needs review

1 VOTE

Submittal item status date update automatically

If the status date for the item could be updated to the current date when the status is changed would be ideal for an audit trail.

Guest about 1 month ago in Submittals 0 Needs review

11 VOTE

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

5 VOTE

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

14 VOTE

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

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