Coming in IT Portal 4.6.27 · Q3 2026
Paperwork that belongs to a location, filed by location
For clients with more than one location, plenty of documents belong to a specific site, not the company as a whole — the ISP contract for one office, an SOP for one warehouse, a lease for one suite. Until now every document hung off the company, so finding the paperwork for one location meant scrolling the whole company's document list.
Now documents can be linked to a specific Site within a company, and everything follows from there.
Where you'll see it
- Add / Edit Document — a new Site dropdown sits right next to the Company field. Pick a company and its sites load automatically, ready to choose.
- Document Details — both the Company and Site are shown, each a clickable link so you can jump straight to either.
- Documents list — a new Site column is available from the column selector, with a clickable link to the site.
- Site Details — a new Documents tab lists every document linked to that site, all in one place.
We also tightened up the count on the Site's General tab so it reflects only that site's documents — previously it counted the whole company's.
Why it matters
Teams managing multi-site clients can finally keep site-specific paperwork organized per location. No more hunting through a company's entire document list to find the one contract that applies to one office — open the site, and its documents are right there.
Availability
Site-level document linking ships with IT Portal 4.6.27, scheduled for Q3 2026.
