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Deliverables Management

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Share markup comments

In a transmission we have participants that need to respond and other participan define as FYI inly (no acknowledge or response) the FYI recipient do not seems to have access to any markup made by the main reviewer. Request is to have way to share...
7 months ago in Deliverables Management 1 Future consideration

Display the name of the distribution matrix being used+filter

In the outgoing, we would need to have a the distribution matrix being display as a column
7 months ago in Deliverables Management 0 Needs review

Acknowledgement email notification toggle off or on

Can we have the ability to turn off email notifications if a user never acknowledges a GC, RFI or Transmittal? Or can we adjust the GC, RFI or Transmittal to no longer require a users to acknowledge?
about 1 year ago in Deliverables Management 0 Will not implement

Recall package being current version

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 ...
about 1 year ago in Deliverables Management 1 Future consideration

External Participant profile edition

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.
about 1 year ago in Deliverables Management 1 Future consideration

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.
about 1 year ago in Deliverables Management 0 Will not implement

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...
about 1 year ago in Deliverables Management 2 Will not implement

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...
about 1 year ago in Deliverables Management 1 Will not implement

transmittal docs' attributes not populated in cover letter in web interface

when creating a transmittal in web, transmittal docs' attributes are not populated in the cover letter. for the same docs, it works fine in PW Explorer
8 months ago in Deliverables Management 1 Already exists

find transmittal doc location

in PW Explorer, users can open source doc folder (see the attached) in a transmittal, but there is no such capability with web interface
8 months ago in Deliverables Management 0 Future consideration