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Submittals

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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 9 months ago in New Email Features & Email Browsing / Submittals 0 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 3 months ago in Submittals / UI User Interface Navigation 0 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 about 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 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 11 months ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

Add "Status" Column to Submittal List

It allows for better tracking of outstanding submittals
Guest about 1 year ago in Submittals 1 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 3 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 3 months ago in New Product Integration / Open API / RFI / Submittals 1 Future consideration

Add a Notes Field under the Submittals section and include it in report exports

No description provided
Guest about 1 month ago in Submittals / UI User Interface Enhancements 3 Future consideration

Submittal Renumbering

Add submittal renumbering so that insertions and deletions don't require manual renumbering of every item. Feature would be similar to that the Estimating interface when renumbering Estimate Items: Select all Items. Choose Bulk Action Check Box: R...
Guest about 1 month ago in Submittals 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 11 months ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration