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Deliverables Management

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DM Review Markup "ISSUE" Tool not exporting as a comment

The current "Note" tool in the Deliverables Management Review does not allow users to attach a comment to the note (see screenshot 1), only presenting the option to create an "Issue". The problem with the "Issue" function is that when the response...
8 months ago in Deliverables Management 1 Will not implement

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?
10 months 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 ...
11 months 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.
11 months 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.
11 months 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...
11 months 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...
11 months ago in Deliverables Management 1 Will not implement

Additional Tabs Dispaly (except Incoming/Outgoing/Draft)

The PWDM/365, the tabs are cross-linked and sort of hidden beneath each other as it is falling under main tabs only which is INCOMING, OUTGOING only, unlike with Eadocs (Bentley PWCM) for example, all necessary package types are displayed such as ...
about 1 year ago in Deliverables Management 1 Will not implement

Column Adjustments

The columns cannot be adjusted to see the full subject of the submitted document, would suggest that the columns are movable.
about 1 year ago in Deliverables Management 1 Will not implement

Send Document to a Correspondence instance directly from Unified portal DMS

From External User Hello, Would it be possible to add an option to send a file or initiate a Transmittal from the Documents section of PW 365? We do have the option to send a file to DM from PWExplorer, a similar option in PW365 would be useful. P...
over 1 year ago in Deliverables Management 0 Future consideration