Project Site Rules Improvements

At the moment, when adding documents, the only option is to upload a file directly from a local device.

It would be really useful to have the ability to either upload a local file or select a document that has already been uploaded to a document group.

For us, this would help ensure we're always using the correct version of a document and avoid the need for multiple uploads of the same file.

A specific example is site-specific briefings. Our host managers don't necessarily have access to all of these documents on their local devices, but the documents already exist within document groups in the system. Being able to select them directly would make the process much simpler and reduce administration.

Benefits:

  • Reduces duplicate document uploads.

  • Improves version control by using existing managed documents.

  • Saves time for users creating records.

  • Makes it easier to access documents that are already stored within the platform.

  • Reduces reliance on users having local copies of documents available.

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Feature Request

Tags

Projects

Date

12 days ago

Author

Kelly Szabo

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