Sage Construction Management Ideas Portal
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Status Future consideration
Categories Detail Report Templates UI User Interface Enhancements
Created by Tim Smith
Created on Sep 3, 2024

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Upload updated Word and Email templates instead of having to delete and redo

Any time you update a template you have to delete the existing one and upload a new one where you have to rechoose the Feature and redo the name of the template.

It can become quite time consuming where it might just be a small update to the template and it takes longer to redo the upload than make the change to the template

Being able to upload the updated file to the existing template would be so much easier

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  • Dawn Parents
    Reply
    |     Feb 4, 2025

    I agree. The amount of time once it's uploaded, to go back and make a change is very time consuming. You have to upload, exit, test it, then go back delete it, reupload and do it all over. It would be much more efficient to have an edit feature, and even a "preview" to see what the template will "generally" look like.