Resubmit Submittal Items (AutoCopyWhen)
Doc types (for example, Submittals and Submittal Packages) can be configured so that when an Item is given a particular status…
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Newsletter Articles
The Attachment Added Alert
Request: Is there an alert I could set up so our PMs could know when an external person has attached…
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How to Add Mouse-Over Help to Fields
Question: I notice that some fields on my documents have a little question mark next to them. When I mouse…
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New Filters on the Rule Configuration Report
Request: The Rule Configuration report is too general. Can we have a way to filter this report by rule group…
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How to Change the Widths of Documents and Fields
Question: I’d like certain of my documents to be wider than they currently are. Can I change the width per…
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Changes to Manage | Route tool
Are you aware that the Routes tool on the Manage Dashboard (that is used to set up predefined routes) was…
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Automatic Exclusive Access
Request: We understand the need to get exclusive access on a document before we can use the Attachments tab. But…
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V2016 Configuration Options for the Notes Tab
Did you know that V2016 added four possible configuration items (fields) to the document Notes tab? These new items give…
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Project Setup/Project Dashboard Behavior
Request: We sometimes make changes to the Project Setup documents on several projects by opening them from the Catalog. When…
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AttendeeToggle Rule
Request: We would like to be able to list all the people who attend our events on Event documents, even if…
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