Questions: How can I add one or more people to the document’s Route Detail tab? Which is the “Build Route” icon and what does it do? How can I change
Questions: How come sometimes names appear on the Route Detail tab when I save a new document, but not always? What are predefined routes? Where are predefined routes set up?
Questions: How can I tell if a document has been routed CC’d to me? What does CC’d mean? How do I remove the CC’d document from my Inbox? Video recorded
Questions: Can I format the text in my Notes fields? Will text formatting show up in my Microsoft Word template output file? See Also: KBA-01548: Using the HTML Text Editor
Questions: How do I add people to my project’s Team Contacts? How can I remove Team Contacts? See Also: KBA-01172: Can I delete a Contact from the Team Contact List…
How often do you go to the Catalog tab and search for the same files or documents that you searched for last week? If you are working cross-projects and searching
Questions: How can I create a new project? How can I create a new Project Dashboard? How can I create a new Project Setup document? How can I reopen the
When sfPMS launches, the Login screen appears in your default browser. To log onto sfPMS: Enter your ID as assigned to you by the System Administrator. Enter your Password as
See Ways to Open the Project Dashboard newsletter article for updated information. Option One Hover your mouse over the + tab to the right of the last tab. When the
Questions: Can I download or export files from the Spitfire Catalog? Can I download or export files from my document’s Attachment tab? Video recorded on V2016
