Acumatica ERP 2026 R1 continues to advance project collaboration and control by introducing enhanced project document management capabilities. Project teams now gain greater visibility, organization, and flexibility when managing files across projects, templates, and tasks.
With document management tags, teams can classify, filter, and annotate project files, streamline workflows, and reduce manual effort—transforming how project documentation is stored, accessed, and utilized.

Key Highlights of Project Document Management Tags
1. Flexible Tag Configuration for Projects and Templates the File Tags (SM202560) form replaces the previous Configure Tags form. You can now create tags in a flat list, assign descriptions, and set access rights for each user role without relying on a hierarchy.
What it means: Tags provide a clear, consistent way to classify files, giving project teams structured access and reducing confusion over file organization.

2. Project-Specific Tag Templates Acumatica allows you to create reusable Project Tag Templates (PM204500) tailored for specific projects or similar project types. Tags can be organized hierarchically or in a flat structure, and templates can be assigned directly to projects or project templates.
What it means: Teams can maintain consistent file organization across multiple projects while adapting templates to specific project requirements.

3. Centralized File Management by Tag or Record Type the Manage Project Files by Tag (PM509000) and Manage Project Files by Record Type (PM509500) forms provide a consolidated view of all project files. Users can assign, update, or remove tags for single or multiple files, including line-level attachments.
What it means: Users gain full control over project documentation, ensuring every file is properly classified and easily retrievable.

4. Duplicate File Control When uploading files with the same name and extension, the system prompts users to either cancel, create a new version, or upload as a new file.
What it means: Teams avoid accidental duplicates while maintaining version history for critical documents.

5. Enhanced Views and PDF Annotation Files can be viewed in list or tile view, with previews for images and easy access to file details. With PDF Annotator Integration, users can highlight, comment, or draw on PDF files directly in Acumatica and save changes as new versions.
What it means: Project teams can review and annotate documents efficiently without leaving the ERP environment.

6. AI-Powered Autotagging When AI Automation is enabled, the FILE-AUTOTAG prompt can suggest tags for uploaded files based on metadata such as file name, extension, uploader, project, and record type. Users can autotag selected files or all files in a project at once.
What it means: AI reduces manual tagging effort and helps ensure consistent classification across projects.

Practical Benefits for Project Teams
· Customizable workflows: Project-specific tag templates let you adapt file organization to different project types.
· Line-level file visibility: Access attachments tied to specific project tasks or document lines.
· Full control over duplicates: Avoid errors and maintain version history seamlessly.
· Mass file tag updates: Quickly assign or update tags for multiple files.
· Integrated PDF annotation: Review, markup, and track changes directly within the ERP.

Upgrade Notes
After upgrading to Acumatica ERP 2026 R1, any previously created tags (excluding All Tags and Untagged) automatically generate a DEFAULT project tag template. This template is assigned to all existing projects on the Document Management tab of the Projects (PM301000) form, ensuring continuity and immediate usability of project files.

Impact
By enhancing project document management with tagging, Acumatica transforms project files from static records into structured, searchable knowledge. Project teams gain faster access to critical documents, better collaboration, and stronger control over workflows—supporting smarter, more efficient project operations.

To learn more about this update and more about Acumatica 2026 R1, please reach out to us: info@polaris-business.com.