Document Viewer

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

4 VOTE

When importing a multipage drawing without bursting, include page breaks between the pages.

We want to use the arrow buttons to move from page to page within one drawing file.

Guest 17 days ago in Document Viewer / Drawings / Drawings, Specifications & ITBs 0 Future consideration

1 VOTE

Attachments - Default action 'View'

Can the default action when clicking linked files be 'view' instead of opening a properties page? The properties page can be moved to the 3-dot menu. The screenshot is from a bill, but this is equally applicable to other attachments/documents.

John Drinkwater 6 days ago in Document Viewer / Procurement / UI User Interface Enhancements 1 Future consideration

4 VOTE

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 2 months ago in Accounting Links / Document Viewer / Linked Files (Projects) 2 Future consideration

13 VOTE

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.

Jack Speshock over 1 year ago in Digitizer / Document Viewer / Drawings 0 Future consideration

1 VOTE

Drawings & Specs - Option to assign Prime Contract

Add a way to classify Drawings & Specs by Prime Contract

Jack Speshock 2 months ago in Document Viewer / Drawings, Specifications & ITBs 1 Planned

5 VOTE

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...

Marc Macialek about 1 year ago in Document Viewer / Photos / RFI / UI User Interface Enhancements 7 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 10 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 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 3 months ago in Document Viewer / eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

3 VOTE

Photo size/orientation

I am unaware of the correct software/computer lingo involved to fix our problem but i do know some other construction software's have mastered the photo upload download capability. Currently you can only upload a certain amount of photos at a time...

Mike Just 11 months ago in Document Viewer / Mobile - Android / Mobile - Apple / Photos 0 Planned

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