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Audit Log for Submittal edits

Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...
Bryan Shirota 2 months ago in Submittals 0 Needs review

Submittals from Spec Book

Most softwares, like procore and expedition, have the capability to generate submittal logs from a spec book, sage should have this too. In sage's case, we should be able to upload the spec book and the software should generate submittal packages ...
Cali Huys DS Constructors, LLC 30 days ago in Submittals 0 Needs review

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 12 months 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 12 months 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 12 months 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 about 1 year ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

Urgent Sage Issue - Submittal Review Process

I initially brought this issue to attention in November and has been discussed on multiple occasions since. I must emphasize its ongoing impact and the urgent need for resolution. The current structure of the website creates significant inefficien...
Guest about 1 year ago in Submittals 4 Already exists

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 about 1 year 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 about 1 year ago in RFI / Submittals / Teamlink Portal (General) / Teamlink User Roles 8 Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest almost 2 years ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists