Files vs. DocumentsFiles vs. Documents

The terms “files” and “documents” are used very specifically in sfPMS to refer to two different items. Files A file is any electronic file uploaded or scanned into sfPMS, such

Searching on the Catalog DashboardSearching on the Catalog Dashboard

The Catalog Dashboard offers an overview or library of all your files and documents. It can contain files not associated with a specific project, but nevertheless relevant to your company

Catalog Dashboard Search ResultsCatalog Dashboard Search Results

Search results appear below the filter section: documents are positioned at the top of the results and files appear below. Note: After the Results are displayed and while you are

Using and Modifying FoldersUsing and Modifying Folders

Folders provide an effective way of organizing your files in sfPMS. Files can be placed in folders and moved to other folders. Folders can contain sub-folders, which can contain their

Adding Files to the CatalogAdding Files to the Catalog

The following lists the many ways you can add files to the Spitfire Catalog. Upload Site Photo You can upload a photo for a specific project through an upload dialog

Overview on What You Can Do with FilesOverview on What You Can Do with Files

There are several things you can do with the files in the Catalog and with attached files on your Documents. Attach Catalog File to a Document No matter how a

Upload Site PhotoUpload Site Photo

If you click Add Image from the Photo Part Menu of a Project Dashboard, any uploaded file is defaulted into the Site Photo folder for the project and used as the

Add Files ToolAdd Files Tool

The Add Files Tool has four tabs, a toolbar, and (in the Preview tab) a contrast slider. Access Points You can add files to the catalog through the Add Files

Scanning and Uploading FilesScanning and Uploading Files

To scan a one-page file: Place the page you want to scan on your scanner. Click Add Files. Click the Preview tab and scan the page. (optional) Click Scan Options,

Attachments TabAttachments Tab

Attachments are added and accessed through the Attachments tab that appears on all Spitfire documents. Attachments can be both files and Spitfire documents. In this case, the first two are