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Submittals

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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

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

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 10 months ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration

Currently working on

Add column that shows whose responsibility the submittal is at this time -- also - show Status (Approved, Pending, Revise and Resubmit, Reject)
Guest 7 months ago in Submittals 1 Already exists

Improvements to submittal list

1) Ability to click on each heading to sort by that heading (Submittal #, issue date, subject, originator, etc. 2) Ability to print the submittal list as it appears without having to go to reports.
Guest about 2 months ago in Submittals 0 Future consideration

Viewing Submittals Organized By Originator In TeamLink Portal

Being able to view all of a projects submittals in the TeamLink Portal by originator would be useful for organizational purposes and ease of access for the users to see which submittals pertain to them as well as the submittal list as a whole. Thi...
Guest 7 months ago in Submittals / Teamlink Portal (General) 2 Already exists

Submittal - Automatically send Originator email notification when there is an update to submittal

Currently when a respondent replies to a submittal or rfi the coordinator has to go to actions > send response to originator. We would like an automated email to go to the originator letting them know that there was a response.
Jack Speshock 5 months ago in New Email Features & Email Browsing / RFI / Submittals 0 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 9 months ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

importing submittals there is no place for submittal type

For importing submittals there is no place for submittal type is there a way to add that without going in and changing all manually
tori McCullough 6 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 about 1 year ago in Submittals 0 Future consideration