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Status Needs review
Created by Guest
Created on Oct 28, 2024

Allow custom attributes on Transmittals

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 information on the actual Transmittal. For example it would be good to be able to capture the project milestone, discipline, location, etc on the Transmittal itself.

Practical use of functionality?

Adding custom fields to transmittals would make it easier to find transmittals and create more flexibility in their use. It would also allow users to filter or search for that data in the search bar.

What is the impact of not doing this?

Time spent finding documents