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Linked Files (Projects)

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Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest 10 days ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 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 about 1 month ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 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 about 1 month ago in Accounting Link for Sage Intacct / Linked Files (Projects) 1 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 6 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 5 months ago in eSign (including DocuSign) / Linked Files (Projects) 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 about 1 month ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Automatically Link uploaded images to Photos extended to other modules outside Documentation

Currently this only works for the other modules within documentation. Daily Logs, Work Orders and Meetings. What would be great is if this could extend out to the other modules. Where it would be useful just on initial thoughts are things like goo...
Tim Smith about 1 month ago in Linked Files (Projects) / Photos 0 Future consideration

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest 3 months ago in Journals / Linked Files (Projects) / RFI / Submittals 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 7 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 6 months ago in Feature Settings / Linked Files (Projects) 0 Future consideration