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Linked Files (Projects)

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 12 months ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 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 over 1 year ago in Linked Files (Projects) / Sage CM Mobile 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 over 2 years ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 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 almost 2 years ago in Accounting Link for Sage Intacct / Linked Files (Projects) 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 2 years ago in eSign (including DocuSign) / Linked Files (Projects) 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 2 years ago in Drawings / Linked Files (Projects) 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 over 2 years ago in Custom definable Fields / Linked Files (Projects) 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 over 2 years ago in Feature Settings / Linked Files (Projects) 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 over 2 years ago in Linked Files (Projects) / Mobile - Android / Mobile - Apple / Photos Future consideration

be able to upload HEIC file format of job photos

No description provided
Guest over 2 years ago in Linked Files (Projects) / Photos Future consideration