Is it possible to upload .pdf files of insurance certificates to Sage 100 Contractor. Would like to click on the insurance certificate and have the .PDF show in the window.
Hi Larry@MCK ,
Thanks for reaching out. Uploading .pdf files of insurance certificates directly to Sage 100 Contractor isn't a feature that's currently available out of the box. However, you might consider storing your .pdf files in a cloud storage solution and linking to them within Sage 100 Contractor as a workaround.
For your specific need, I would suggest exploring third-party add-ons that integrate with Sage 100 Contractor, which may provide the functionality you're looking for. You could also discuss with your Sage business partner or a Sage-certified consultant who might offer a customized solution for your requirement. Hope this helps!
Warm Regards,
Erzsi
*Community Hub is the new name for Sage City