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Add the option to export the registered users
Hi we now have and option to export the open invites to a csv.We like to see this option for the current users as well to deliver an report to the customer.1 Already exists
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Limit characters in the property
Similar to "In the tenant settings, Column Views:" but also limiting the characters in the property not only the display. This feature will be helpful when the property is related to a title block and is necessary to control the property size to...0 Future consideration
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Auto Email Notifications
Send email notifications when a document is ready for review/approval. Currently it doesn't seem like that is in place because I have to go review my TO-DO LIST and/or any reviews from my co-workers.1 Future consideration
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Invite contractor and select multiple groups
Please see attached. When we invite a new user, it is not possible to select differents groups if they are not on the same page. Can you please correct that so the Portal remember the selection when we change page? Or maybe you can avoid creating ...0 Future consideration
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Package size limits too small
We are currently using the old transmittal management. The plan is to replace that with Portal. Currently we are hitting the size limits of Transmittals and the Portal is not looking any better in that respect. Our customers sometimes ask us to re...1 Future consideration
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Be able to to a synchronize properties from file after the upload to Portal.
When downloaded by the contractor the titleblock of the drawing (a least the revision information) wil be changed (the titleblock is the carrier of the metadata).The idea is to synchronize the titleblock data with Portal metadata to be sure the po... -
Change the name of the "Returned" status
When a package is send to a contractor, for the first time, the package appears under the returned titel with status "Returned" this is very hard to explain.Please rename this to "Send out" (or something like that). -
Create a "Submit and Send" in upload dialog
Most of the time all document that are uploaded in one go needs to be send back Portal or Meridian. Having a "Submit and send" button eliminates one step. -
Allow users to change the width of the colums
It is Possible to change the width of a column in the Portal Configuration, in a lot of situations this will do. In most case however the user want to adjust the width of a column to it's content. A tooltip does not give a good overview, -
Be able to select more than one contractor
Can you make available a multiple selection of recipient? For now, we need to send package to each contractor one by one, which takes lots of time.