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Deliverables Management

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DELIVERABLES MANAGER - redirect RFI when someone is on leave

Is it possible to have an out of office / rule setup for when a user is on leave for RFIs that they are sent. As we are unable to send to more than 1 'To' contact queries can be left unanswered until users returns to work. an option for user to re...
almost 2 years ago in Deliverables Management 2 Future consideration

RFI CC Notifications

At present RFI cc recipients will only receive a notification when an RFI is issued and closed. They are not receiving notifications when a final response has been sent which is causing delays particularly where the original RFI issuer is on leave...
3 months ago in Deliverables Management 0 Needs review

CLOSE REVIEW AFTER DUE DATE PASSES

There needs to be an option which "closes" a review session preventing further comments once the review due date passes and sends a notification to the originator that the review is closed
about 1 year ago in Deliverables Management 0 Future consideration

Suggestion: Adding an Additional Field for Reference Transmittal Linked to Parent

Proposal: Introducing Enhanced Transmittal Connection and Reference Feature We have identified situations where it becomes necessary to establish connections between two or more transmittals without utilizing the resend new version or forwarding t...
over 1 year ago in Deliverables Management 2 Future consideration

Add digital signature and Digital certification

Add the possibility to E-sign documents from within a transmission The condition to E-Sign a document no mark-up or issue should be active to the document Digital Certification is the act of certifying the accuracy of a document. When a document i...
6 months ago in Deliverables Management 0 Future consideration

Dialogue Box for revoking additional reviewers

To be able to record the reasons why reviewers were not able to response or why they were revoked, for future reference. Also, an additional comment variable which can be added to the email notification template once the additional reviewer is rev...
over 1 year ago in Deliverables Management 3 Future consideration

Recipient's company and title information could be edited in 'Documents' connection in PW365

Internal user invited their vendor as external organization, and created new transmittal to vendor. When they selected the recipients, the external organization's company name will also use the name of internal company. And recipients' title are a...
over 1 year ago in Deliverables Management 1 Future consideration

General correspondence response visibility

The tick box for " Enhance response visibility for external Organisation" should be available also to other package type like General Correspondence, so that all receivers will be able to see the response letter and will receive a notification onc...
3 months ago in Deliverables Management 0 Needs review

Compare documents

The production is in need to compare two transmission or one transmission against multiple. Example we have two transmission we would to compare their content ( document) or the date it was send, who was the main reviewer etc...
7 months ago in Deliverables Management 0 Needs review

Display the sender name

Request from production, display a column that list the name of the sender to help sort and filter
7 months ago in Deliverables Management 2 Needs review