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Sage Construction Management Ideas Portal

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow us to link files to the docusign email being sent. Sometimes there is supporting documents we would like to send with a document being signed.

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      David Holler
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      Oct 21, 2024

      Norge,

      I believe all of our email forms allow CC recipients. Have you tried using that? Were you thinking about a Recipients Approval Workflow similar to the RFI and Submittal features?

      I believe the DocuSign feature is something we will consider. We need to research that further. I am going to adjust the title of the this suggestion to reflect the second part of your suggestion.

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