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Linked Files (Projects)

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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 about 1 month ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 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 12 months ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration

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 4 months ago in Drawings / Drawings, Specifications & ITBs / Linked Files (Projects) 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 11 months ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Increase size and storage capacity in photos

Please consider increasing the size and storage for uploading photos.
Micah Will 3 months ago in Documentation / Linked Files (Projects) / Photos 0 Future consideration

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 4 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 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 12 months ago in Drawings / Linked Files (Projects) 0 Future consideration

Default to "Not Show in Portal" all files uploaded in the TeamLink Portal by Respondents

It seems like it should be the default, or at least there should be a system setting for the default to NOT "Show in Portal" all "Files Uploaded in the TeamLink Portal by Respondents". We have yet to fully utilize the teamlink functionality; howev...
Carl Lyles 5 months ago in Linked Files (Projects) / TeamLink Portal 0 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr 6 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 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 8 months ago in Accounting Link for Sage Intacct / Linked Files (Projects) 2 Future consideration