We have a need to recall individual document from a transmission. We send 50 documents in a transmission and 5 of them need to be recall to be resend as part of another package or in a new version of the same package OR simply because they are no ...
Copying Transmittal Package Type or allowing approval in GC
I had a request earlier regarding copying the Transmittals Package Type when adding a new package type, since the system generating a new package type by defaut as "General Correspondence", i think better if you could add an Approval Section on it...
Suggest to add a Report tab in the same level as Incoming, Outgoing & Draft tab. There are a lot of unnecessary details in the generated report and some of main details are missing. All submitted documents are repeatedly listed in the report, ...
When adding a new package type, the system creating it based on "General Correspondence" package type by default, why it cannot copy the "Transmittal Package Type" instead as it will be very useful specially for the documents requires approval. Pl...
Option to create a PWDM package on behalf of another user
Useful when a user needs to send a package on the behalf of another user that will need to respond to the package. Similar to the option in Outlook where you can coordinate a meeting on the behalf of another user.
For a Transmittal has more than one attachments (can be hundreds/thousands documents), the mark all documents should be ticked by default to avoid leaving other documents response pending.
For Deliverables Management to be adopted, it needs to include features to be able to export issues made during the PDF review process and map it back to the individual markup and PDF. Currently the export feature only display the markup but not t...
In deliverables, new versions of a transmittal are currently listed alphabetically. There should be an option to list them numerically so that they can align with the established coding in the company or project.
Allowing the Internal Project Administrator to add & delete individual external users to the project. If "project manager" from the external organization leaves the project or their company, I should be able to delete just that user and not ha...
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Future consideration