PDF Export options

[Nebulasunrise-OG]

Hi! Loving this new project, looks amazing and very close to what I've been needing.

For suggestions/next-steps, it would be nice to be able to export transmittals that reference 'Common Data Environment' files as there's no way to view the PDF within the UI. This is also the case for Inspections, NCR etc.

Also minor suggestion: Being able to reference files in relevant section(s) (I.e. Submittals, contracts etc)

[datadrivenconstruction]

Thanks so much, really glad it is close to what you need.

Good catch on the PDFs. We already show PDFs inline in the File Manager preview, but you are right that when a file is referenced from a transmittal, inspection or NCR there is no way to open it without leaving that screen. We are going to reuse that same viewer in those places so a referenced PDF opens right where you are working.

On referencing files from more sections like submittals and contracts: we have a generic link to entity system already, and extending it to those sections is exactly the kind of thing we want to do, so we will pull it in.

If you have a particular workflow in mind, feel free to write to info@datadrivenconstruction.io. Thanks again for the thoughtful feedback.

Artem

[datadrivenconstruction]

Update: this is in v9.2.0.

A PDF referenced from a transmittal, inspection or NCR now previews inline using the same viewer as the File Manager, so you no longer have to leave the screen to read it. We also extended the link-to-entity system, so files can now be referenced from inspections and NCRs as well.

Thanks for the clear, well-scoped report. If there is another place you would like inline preview or file references, tell us at info@datadrivenconstruction.io.

Artem

[datadrivenconstruction]

Both parts shipped in v9.2.0. A PDF referenced from a transmittal, inspection or NCR previews inline now, and files can be linked from inspections and NCRs too.

Naming the exact screens is what made this easy to build, so thanks for that.