Online file management overview

The Online File Management feature provides the ability to upload and link external files, such as photos, CAD files, and so forth, to any record.

Important things to know

  • Included Online File Storage by Plan Type:
    • Max Employee Plans: Online file storage is included but the amount of storage depends on the plan size.
    • Individual License Plans: Online file storage must be purchased. Contact the Sage CRE Sales team for information.
  • File names can be up to 100 characters. They should not include any spaces or special characters since this may cause issues when uploading.
  • Any file regardless of file type can be uploaded to Sage Construction Management with exception for executable files, which have an EXE extension.
  • Files cannot be uploaded if the file size surpasses the available storage limit or the file itself is greater than 500MB. If more file storage is needed, please contact the Sage CRE Sales team.
  • Administrator users can access all uploaded files whether or not they have been granted access permissions.
  • When adding Users in Settings, there is a special checkbox to access all uploaded files. This is applicable when the selected security role is not an Administrator. If this is unchecked, the user can access their uploaded files and any files linked to a particular project record that they can access.
  • Uploaded files that have the Grant Access checkbox selected can be accessed in the TeamLink Portal.
  • External project team members, such as customers and architects, can upload files within the TeamLink Portal.
  • In order to View linked files using the Sage Construction Management Document Viewer, popups must be allowed within the browser. See links below for more details.
  • In order for a document to be viewed, it must be processed initially to allow for future annotations which will only be done when clicking the View option in the Linked Files grid. Processing may take up to 30 minutes depending on the type and size of file but typically it requires only a few minutes.

Online file management functions

See also