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Submittals

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Copy submittal items to resubmission

When initiating re-submittals the submittal items should copy over to the re-submission so you don't have to type out all the submittal items again. This is highly inconvenient and inefficient.
Micah Botica about 1 month ago in Submittals 4 Already exists

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 6 months ago in Submittals 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 6 months ago in Correspondence / Submittals 1 Future consideration

Assign Custom Submittal Number When Copying

The copy submittal feature only works if you are using the auto-numbering sequencing as defined in the company settings. If you are customizing each submittal number, the copy submittal feature will not work or will result in a duplicate numbering...
Adam Clark 8 months ago in 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 9 months ago in Detail Report Templates / Submittals 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 3 months ago in Submittals 0 Future consideration

Submittals-2 Respondents In The Same Sequential Spot

Sometimes when sending out a Submittal the option of listing 2 people in the same sequencial position, let's say #2, so that one or the other can reply, but does not necessarily need to be both. The system does not currently allow for a hybrid of ...
Molly Toledo 6 months ago in Notifications / RFI / Submittals 0 Future consideration