We currently have the ability to add custom attributes to General Correspondence and RFIs, but we only have the 'Classification' option for Transmittals. I know we can add attributes to the documents themselves, but we also need to capture more in...
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?
When we respond to a submittal, in the same way we have a response report, we would need an issue report. This report will list all the issue that have been raised and the responder will be able to make a quick check, prior to send his transmittal.
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.
The select file window need to b redesign to make it more usable for a day tp day life. example each time we need to tick back the Version and description We cannot change the column layout, we cannot move it on the side. etc.. Use a saved search ...
When we revise a transmission, we have no place to add internal notes or comments Example I see the version is not correct and a new document should be add instead
When we manually add new version to a document. PWDM bring us back to the top of the list of the document. For a transmission having 10 documents it is OK, but for a transmission having 200+ documents we are force to make a back an forth between t...
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