KBA-01603: Understanding Document StatesKBA-01603: Understanding Document States

Question: What does it mean when a document is pending? What does it mean when a document is published? What is the difference between pending, published, closed and approved? Answer:

KBA-01602: Understanding how Project Teams are Stored in the DatabaseKBA-01602: Understanding how Project Teams are Stored in the Database

Question: How and where is the project team stored? Can I update the project team from external sources? Can I update the project teams based on revised Build Team rules? Answer:

KBA-01601: Compliance Expired but Work FinishedKBA-01601: Compliance Expired but Work Finished

Question: What does “Compliance Expired, but Work Ended” mean? Answer: Your compliance item (for example, Automotive Liability Insurance) includes expiration tracking.  Expiration tracking compares the Effective and Expiration dates on

KBA-01600: Picking a ThemeKBA-01600: Picking a Theme

Question: Can I change the colors? Can I apply a theme? Can I make the icons larger? Can I make the text larger? Answer: Yes! Once logged into sfPMS, click your

KBA-01599: Password Changes for All UsersKBA-01599: Password Changes for All Users

Question: Can I force everyone to change passwords? Can I invalidate passwords for all users? Answer: There are several options.  Which is best for you depends on your exact situation.

KBA-01598: Creating Your Own Catalog Search TabsKBA-01598: Creating Your Own Catalog Search Tabs

Summary: You can use the PresetSearch rules to add a named search to the Catalog Dashboard tab, from where users will be able to select it. Note: if, after using the