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Improve Stamp Functionality in Submittals – Support Smart Field Auto-Population or Default Comment Sets

Improve Stamp Functionality in Submittals – Support Smart Field Auto-Population or Default Comment Sets

In the Submittals tool within ACC Build, I’d like to request an enhancement to the Stamp functionality. Specifically, when using a Custom Stamp that includes smart fields (e.g., reviewer name, date), these fields should auto-populate, similar to how they do in Forms (I even used the smart field properties suggested for Forms).

Since those fields stay blank upon inserting and do not auto-populate, we are forced to either:

  • Manually enter repetitive information, such as our name and the date each time we stamp a submittal, or

  • Create multiple pre-filled stamps to cover every scenario, which is not scalable.

The only reason we opt to use the custom stamp is that we need to include standard legal language in every stamp. Having to retype or manually fill in the "Text" field in the default stamp with the same information across reviews is inefficient and increases the risk of errors or inconsistencies.

Suggested Solutions:

  1. Allow smart fields in custom stamps to auto-fill using the current user and date, just like in Forms.

  2. Alternatively (or additionally), provide the ability to set default text or notes within the default stamp, which can be overridden if needed.

This feature would save time, reduce repetitive tasks, and improve consistency, especially for firms that rely on legally required stamp language.

If anyone else would benefit from this improvement, please give this post a like to help prioritize it!

3 Comments
MarkK_EEA
Enthusiast

🙏

SaraHamill
Community Visitor

This would be incredibly helpful.

buildintel
Contributor

@tyronethompson the problem that you might have with Stamping approvals is that it is not a field of metadata. So you would have to open documents to check the legal language you are referring to.

Try this as a potential workaround: Go to settings,

Under Approved click on +Add Response

Type the specific legal language you are referring to as part of the response.

Run a trial Submittal and complete it.

In the submittal list you will notice that under Review Response/Final response the document will include the text that you want.

 

If this works for you, it will detach you from the need of having to stamp every document. All that you will need is Customised Review statuses and having the correct people using the workflow 

Kind regards 

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