It would be great to have a drag and drop file box to load files into Quote,Projects,PO's etc.
To upload a file requires saving from an email to computer and then upload the document which is a long process. The email to option is fine however have just been advised that the only files you can attach to an outgoing PO have to be uploaded and not emailed.
So emailing the files is pretty much no use as you cannot use them once in there so the only option now is we have to upload every file.
A drag and drop option would make this process a lot quicker. Also need to make sure we can use the drag and drop files to attach to outgoing emails.
Thanks
8 Votes
5 Comments
Sorted by
S
Sarah Dunlevyposted
about 2 months ago
This would definitely be helpful. Currently we can't use workguru as the only source, because we have to save the files somewhere first anyway - so keeping the same old file structure to avoid doing this twice.
3 Votes
S
Sarah Dunlevyposted
about 2 months ago
This would definitely be helpful. Currently we can't use workguru as the only source, because we have to save the files somewhere first anyway - so keeping the same old file structure to avoid doing this twice.
3 Votes
C
Conor Dunlevyposted
about 2 months ago
I fully agree. This is 100% required.
3 Votes
D
Dean Morrisposted
about 2 months ago
I agree, this would be a fantastic time saver and improve efficiency. How nice to drag and drop an order into a sales folder. Even a simple cut and paste would be great.
3 Votes
A
Arlou Raven Delos Reyesposted
about 2 months ago
Hi team, I second this suggestion as this will help the process to be more efficient.
It would be great to have a drag and drop file box to load files into Quote,Projects,PO's etc.
To upload a file requires saving from an email to computer and then upload the document which is a long process. The email to option is fine however have just been advised that the only files you can attach to an outgoing PO have to be uploaded and not emailed.
So emailing the files is pretty much no use as you cannot use them once in there so the only option now is we have to upload every file.
A drag and drop option would make this process a lot quicker. Also need to make sure we can use the drag and drop files to attach to outgoing emails.
Thanks
8 Votes
5 Comments
Sarah Dunlevy posted about 2 months ago
This would definitely be helpful. Currently we can't use workguru as the only source, because we have to save the files somewhere first anyway - so keeping the same old file structure to avoid doing this twice.
3 Votes
Sarah Dunlevy posted about 2 months ago
This would definitely be helpful. Currently we can't use workguru as the only source, because we have to save the files somewhere first anyway - so keeping the same old file structure to avoid doing this twice.
3 Votes
Conor Dunlevy posted about 2 months ago
I fully agree. This is 100% required.
3 Votes
Dean Morris posted about 2 months ago
I agree, this would be a fantastic time saver and improve efficiency. How nice to drag and drop an order into a sales folder. Even a simple cut and paste would be great.
3 Votes
Arlou Raven Delos Reyes posted about 2 months ago
Hi team, I second this suggestion as this will help the process to be more efficient.
3 Votes
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