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Status Future consideration
Created by Guest
Created on Nov 12, 2024

Send to Deliverables - Additional options for RFI/General Correspondence/Custom types

Currently the Send to Deliverables menu from the documents panel defaults any document sent to the Transmittal type. It would be nice for this to also include the ability to choose or change the type of deliverable to the RFI or General Correspondence types, or other potential deliverable types as defined by the project administrator

Practical use of functionality?

This will allow end users the ability and flexibility further extend Deliverables Management functionality for additional usages providing additional tracking and auditing functionality for various project correspondence.

What is the impact of not doing this?

For other non transmittal deliverables types, users must interact directly with Deliverables Management and navigate backwards to the documents in question. As the existing functionality partially exists, this would help eliminate these additional steps and streamline and increase consistency of functionality.