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Submittals

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Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle 16 days ago in Submittals / UI User Interface Enhancements 0 Future consideration

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 16 days ago in Submittals / Workflow 0 Future consideration

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator
Matthew Carlisle 16 days ago in Submittals / UI User Interface Enhancements 1 Future consideration

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest 4 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

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 3 months ago in Submittals 1 Future consideration

Deleting a Contact from a Project

A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
Genevieve E 4 months ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration

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

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 2 months ago in Response Workflow / Submittals 0 Future consideration

Submittal - Status comments on item

Currently when a respondent can only leave comments for the entire submittal package, it would be more helpful if they could leave the comments at the item level
Jack Speshock 5 months ago in Submittals 0 Future consideration

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

Add "Due Date", "Sent Date", and "Ball In Court" to Submittal Column Options
Meredeth Dotson about 1 year ago in Submittals 3 Future consideration