Directory filer for "No Permission Template Assigned"

With the new Submittal PDF View rollout, PDFS attached to workflow responses are no longer linked at the bottom and only appear at the top in the "attachments" section. The ability to customize where attachments appear would be great, since our legal team prefers them next to the responses at the bottom.

Currently the list of prequal questions are locked down. We would like the ability to edit the existing wording and/or the ability to create and add our own questions to the form.

Simplify the Documents tool view in the desktop version. When I select the documents tool on the desktop I primarily want to see the folders/files. There may be other things I want to see/setup/track/etc., but currently everything else is primary and the actual documents are buried.

Please bring back the Submittal Markup feature.

Submittals: Pending response to be mandatory to change before submitting

With the new Submittal markup feature, the ability to bulk download attachments no longer exists. This feature is incredibly crucial if team members need to download Submittal documents and there are 10-15 associated documents with each Submittal. It is time-consuming to make those downloads separately.

Would like the ability to add the submittal item cover sheet, similar to the insert blank page functionality.

With the release of the new Documents Tool in early 2020, the "created by" record in the Change History is no longer included for new folders/documents. Please bring this functionality back so we can properly manage our Documents Tool.

Procore recently added a "test Project" checkbox into the admin tab of projects,

Please add the option that when you mark a project as a test project, it gets filtered out automatically from dashboard and company reports (instead of having to exclude it manually each time)

In Submittals --> View --> Submittal Workflow (section), make it so that the company name of the user is shown.

Would like custom fields to be assigned to a project template and have them carry over on all projects created from the template.

Revised Document Tool - bring back the "Add Folder" shortcut.

Incident reporting, need to include side of body

Previously, when in the Current Drawings view, the Drawing Sets had a visible yellow dot if there were unpublished drawing sets. That changed and now you have to click into the drawing sets view to find out if there are any unpublished drawings. That has been an issue for our team if they get distracted and forget to publish the drawing upload. Please bring back the yellow dot from the current drawings view so it is obvious if there is a mistake.

Display the ‘contact’ that is established with the correct project name. The information (RFI) passes to each project correctly, however, when you are looking at the projectI, the contact in the directory indicates the other connected project. Could potentially create some confusion.

I can’t seem to see the mark-ups from the mobile app or how to “attach” the marked-up document in the workflow approval step.

Be able to extract Invoices from the new Extracts App.

Under Company Directory Settings...
The Permission Template display is very difficult to navigate with the entire matrix displayed for each template.
Suggest Collapse/expand flags on each template heading (like in the directory itself)

It would be great if I could take Action items from meetings and turn them into Microsoft Planner tasks. Also, it would be nice to add a Procore interface with Microsoft Teams. Which will replace SfB in the future