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Linked Files (Projects)

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Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr about 1 month ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration

Default to "Not Show in Portal" all files uploaded in the TeamLink Portal by Respondents

It seems like it should be the default, or at least there should be a system setting for the default to NOT "Show in Portal" all "Files Uploaded in the TeamLink Portal by Respondents". We have yet to fully utilize the teamlink functionality; howev...
Carl Lyles 27 days ago in Linked Files (Projects) / TeamLink Portal 0 Future consideration

Sync Photos from Daily Log to the Photos Tool

We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.
Meredeth Dotson 7 months ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 0 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest 7 months ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Have File Repository or Area for Company Files not tied to a Lead or Project

Details: Menu Option: Company Files Folder / Subfolder Structure Permission Attributes Internal Employees Specific Employees All External Companies Show In TeamLink Portal (This would be a new menu option in portal.)
Norman Wendl 3 months ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 3 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Hyperlink in Sage Intacct that goes to Sage CM record

Create a field in sage intacct, that field gets populated with record specific url for the sage cm record. This would allow someone who is in sage intacct to open up the record in sage cm to see any linked files or additional information.
Jack Speshock 3 months ago in Accounting Link for Sage Intacct / Linked Files (Projects) 1 Future consideration

Add Drawing Folders to group Drawing Log Records

Example Folders: Preconstruction Set Construction Set Revision 1 Set Revision 2 Set As-Builts
Norman Wendl 7 months ago in Drawings / Linked Files (Projects) 0 Future consideration

Support HEIC File Uploads to Photos

We are seeing more HEIC photo files, but Sage does not support this file type. At a minimum the user should get an error message that tells them this type of file is not currently supported. When trying to drag this file from desktop to the Upload...
Jessica Whyde 8 months ago in Linked Files (Projects) / Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Show In Portal

give the option of changing the default setting to not show in portal. This way you can add an item and it wont automatically show in the portal.
Guest 8 months ago in Feature Settings / Linked Files (Projects) 0 Future consideration