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Release Notes | Sep 2024

Web v3.8.142, Web v3.8.143, Web v3.8.144, Web v3.8.145, Mobile v4.8.2

Carrina Jaime avatar
Written by Carrina Jaime
Updated over 3 months ago

Mobile v4.8.2

📣 New Features and Improvements 📣

Submittal Attachments

All submittal response attachments are visible on mobile, as they are available in the web version.

Before now, only one PDF attachment from a submittal response with 6 attachments can be viewed on the mobile app.


Web v3.8.145

📣 New Features and Improvements 📣

Restrictions Add to Copy from Existing

Previously, users could view forms created by others, even when Form Visibility was restricted. We've now enhanced the Copy from Existing feature to fully respect the form visibility settings.

When both Form Visibility and Copy from Existing are enabled, only the forms visible to the user (whether as the creator, assignee, or tagged user) will appear in the Copy from Existing drop-down.


Web v3.8.144

📣 New Features and Improvements 📣

PDFtron Tools for Punch List

We’ve introduced new functionality for users with permission to upload and markup attachments and PDF documents in Punch List using the latest PDFtron tools. Here's an overview of what's now possible:

Features for PDF Documents

  • Annotate: Underline, highlight, add text, free hand highlight, strikeout.

  • Shapes/Draw: add a vary of shapes.

  • Controls: Undo, redo and erase.

Features for Images

  • Annotate: add text.

  • Shapes/Draw: add a vary of shapes.

  • Edit: crop image, rotate image. Users can now rotate and save images directly within the Punch Item on the Web.

  • Controls: Undo, redo and erase.

This feature set allows for better adjustment and editing of attachments, ensuring that images and documents are accurately displayed in Punch List reports. Stay tuned, these features will soon be available across all SiteMax modules!


Web v3.8.143

📣 New Features and Improvements 📣

Add Your Team During Project Creation

We’ve made managing their teams easier for users with project creation permissions. You can now add your team to a project directly when creating it from the dashboard. This eliminates the need to navigate to the Team module after project creation.

Previously, users had to go to the Team module and add their team members after creating a project. This extra step has been streamlined.

The "Add Team" interface is now integrated into the "Create New Project" modal. You can add your project team right at the time of project creation.

Filter by Title With the Select Component

We’ve updated the Select component to improve its filtering by title. Now, when you filter by a specific title, such as 'Project Manager,' it will only display users with that title who are assigned to the selected project.

Enable this feature by checking the box: "Show only assigned users (available for projects)."

Previously, the filter would show all users with the title, regardless of the project, but with this update, the results can be project-specific.

Archive and Unarchive Equipment

We provided users with the option of reversing the archive function for equipment by providing an "Unarchive" option in the Actions dropdown of the Equipment module in both Company and Projects.

Note: Only users with Equipment - Manage will be able to unarchive and archive equipment.

Submittal Response Logging

We have introduced a new feature for communication with your distribution list. Outside of Workflow users the responses (reply by email) to submittal email notifications that everyone receives from your distribution will be automatically logged against the relevant submittal in the SiteMax system.

This ensures your responses are visible within the submittal modal and history.

Manual replies to submittal email notifications are also now supported. Recipients can reply directly to the email, and their responses will be automatically logged into the submittal.

When you manually reply, notifications will be sent to all users involved in the submittal workflow, including those on the distribution list.

Note: This feature is designed to function similarly to how responses are currently handled in RFIs, ensuring a consistent user experience.


Web v3.8.142

📣 New Features and Improvements 📣

Improvements to Time Reports

Faster Report Loading

We’ve optimized the loading time for Time Reports, making them 50% faster. A report that previously took one minute to load will now take just 30 seconds!

Additionally, we've added a progress bar so you can easily track the remaining load time and see the progress as it happens.

Time Report Export by Email

We’ve added a new action to your Time Reports giving our users the ability to email time reports exports. These exports will always be delivered as a CSV or XLSX file. The contents of the report will depend on the filter and period applied before it has been emailed. Now, there is no need to wait for the report to be loaded on the screen before it can be exported.

Note: Custom exports cannot be emailed. Only users with Timecenter - Manage can view and export reports.

Emails Added to Submittal History

Easily review the email history for each submittal, including the email delivery time and confirmation, and whether the recipient has seen the email.

The Submittal’s history log captures every email notification sent during the workflow, such as manager notifications when a submittal is Sent, action-required emails for submitters, reviewers, or approvers, read-only messages, and notifications for Approved or Rejected submittals. Additionally, the history logs emails that have been Resent or distributed to recipients.

To view the history of your Submittals, simply click on the history icon (shown below) when you're in the submittal.

Required Punch List Resolution

Ensure that all Punch Items are completed correctly and with a resolution by making Resolution comments mandatory. You can configure your Punch List fields to require the Resolution field when completing a Punch Item.

To set the Resolution field as required:

  1. Go to Company Settings > Modules > Punch List > Phase Configuration

  2. Click the three-dot action button next to the desired phase and select Configure Fields

  3. In the configuration menu, select the option to make the Resolution field required. This requirement applies only when the item’s status is changed to "Complete." For other statuses, the field remains optional.

  4. Click Save to apply the changes.

Remember, Punch List field configurations are done on a per-phase basis. If you want the Resolution comments to be mandatory for all Punch Items, you’ll need to enable this setting for each phase individually.

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