Sage Construction Management Ideas Portal
ADD A NEW IDEA

Clear

Linked Files (Projects)

    Showing 31 of 919

    Attachments to transfer to Intacct

    Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...
    Irina Sirotkina 5 months ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 2 Future consideration

    Downloading/viewing linked files from the app

    In the app, you can see linked files (attachments) exist, but you cannot open them. Being able to review submittal/RFI comments on the app would be beneficial in the field.
    Graham J about 1 year ago in Linked Files (Projects) / Sage CM Mobile 4 Future consideration

    Export linked files for Bills and Sub Invoice to Accounting package

    If someone wants to see a copy of the Bill or SubInvoice in their Financial system they have to add it there causing double handling when its already been added into SageCM. Its a very common feature where most other systems will attach copies of ...
    Tim Smith 6 months ago in Accounting Links / Document Viewer / Linked Files (Projects) 2 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 almost 2 years ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 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 over 1 year ago in eSign (including DocuSign) / Linked Files (Projects) 0 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 over 1 year ago in Drawings / Linked Files (Projects) 0 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 over 1 year ago in Accounting Link for Sage Intacct / Linked Files (Projects) 3 Future consideration

    Fields to access files or folders outside of Sage using hyperlinks

    This request is for Sage to add fields within all features to allow users to store hyperlinks to cloud storage drives or other locations outside of the built-in storage system with one click.
    Chris Donatelli about 2 years ago in Custom definable Fields / Linked Files (Projects) 0 Future consideration

    Organize Drawing by Area

    My projects have multiple area's under the same contract. For example Building 1 , Building 2, Civil, & City improvements. Right now there is no way to create a sub folder under drawings (at least that I can see). So when I open my drawings al...
    Preston Sciarrillo about 1 year ago in Drawings / Drawings, Specifications & ITBs / Linked Files (Projects) 0 Future consideration

    Recycle Bin for deleted items

    Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
    Aimee Boehm about 1 year ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration