Linked Files (Projects)

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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 days ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 1 Future consideration

16 VOTE

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 8 months ago in Linked Files (Projects) / Sage CM Mobile 4 Future consideration

17 VOTE

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 1 year ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration

10 VOTE

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

1 VOTE

Enable link documents to be sent thru DocuSign

linked documents in Subcontracts or Change orders can be emailed, but linked documents cannot be sent when using DocuSign.

Guest about 2 months ago in Document Viewer / eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

9 VOTE

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

3 VOTE

When Adding Bills Should be Able to Link Files Right Away

When creating bills for invoices in order to add the document you have to save and link. You should be able to link or add the PDF document on the first page of adding the Bill... If I am entering more then one invoice for a Job i want to be able ...

Guest 6 months ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 Future consideration

4 VOTE

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 9 months ago in Drawings / Drawings, Specifications & ITBs / Linked Files (Projects) 0 Future consideration

4 VOTE

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 9 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

5 VOTE

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 year ago in Accounting Link for Sage Intacct / Linked Files (Projects) 3 Future consideration

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