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Status Future consideration
Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Guest
Created on Mar 22, 2019

RELATED IDEAS

Attaching files to company records

Enhancement description:

ProjectSight - Ability to Attach files to company records

What is the customer trying to accomplish?

It would be good to store & view files that are company-level on the company record itself.

How is the lack of functionality affecting their business?

There might be non-project-specific documents it would help to attach to the company record on the portfolio level.

Suggested implementation:

Add a column or files section to the Company record. Where a file uploaded and or linked.

  • Attach files
  • Mary Antonacci
    Mar 13, 2026

    We Need to be able to attach to company record:

    Banking Details / Wire Instructions

    Company Licenses

    Tax Documents

    Registration Documents

    Insurance Certificates

    All of the legal PDF's that a company is required to maintain on the companies they are doing business with. Having a column would not be helpful. Companies need the paperclip / link option the same as records have.


    Reply

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