A new version of a transmittal was sent, then recall without prior responses being communicate. That recall version is mark as the current version. In such situation, the recall transmission without response, should not be mark as current version ...
For Deliverables management, we are redirect to the external participant list. Once there we cannot edit their profile. Request is to allow full profile to fill as many details as need to allow us to manage externals.
Restrict who can accept/close an RFI to users within same organisation
To avoid RFIs being closed in error by users in same DM group but to enable them to be closed in absence of originator, can RFIs be closed by user within same organisation.
It would be great if there was an option within InSights that gave the ability to provide a hyperlink to a document in the Web Library. This would be a handy feature where a user may be performing a Insights report on Deliverables issued in the as...
We define a new set of columns ( attributes) to be use in transmission. When we create a new version of a transmission, we would like to have those new attributes being use. Has of today be can only see the new attributes under a new transmission....
External User - default receive package permissions in 365
The current Deliverables Management Default Setting in 365 user management has users set to "Read & Create Draft only" permissions after accepting an invite. This means until the organisation Administrator creates a new role with "Receive" per...
RFI Report - Include Delegated/Additional Responders in RFI Report Tab
The current RFI report only includes the original TO: recipient. Where an RFI is delegated to another user or sent to additional responders, the report only shows the original responder. The raw data export contains some of this information, but i...
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Future consideration