We invite external participants so they can have their own PWDM. Once a transmission is sent ( for information), the externals would need to add comments directly on the native PDF. Being external they do not have a direct access to the pdf. Reque...
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 ...
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.
Allow to create a global template for the cover letter
(List sorted by importance) Allow setup a global template for coverletter allow setup company CI for color, and fonts used on the Bentley webpage. Allow bulk update several project to an updated Coverletter
Auto refresh/system propagation when attributes are update
Request is to have the system propagate any changes we do on attributes Example we have modify an attribute name to add * to indicate a mandatory field. Because of this change when insert a document the attribute value did not get transfer to the ...
Allow properties of a form to stay active in transmission cycle
When an issue is create as part of PWDM transmission, all the field get read only. We would require to have a certain type of field to stay enable at any stage of a transmittal. We would also require a field filed that can be edit on by the sender...
Customer experience on PWDM interface for Connecting Projects
Invite links will prompt user to select "Accept" with highlighted tab which is often not the case especially for CAG's T5 project which connects with numerous consultants on many projects that requires them to go to "Advance Options" instead! PLEA...
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....
0
Needs review