The Document Alert OptionThe Document Alert Option

Spitfire documents include a way to add Alerts through the Document Alerts window. With a document open, access Actions and Options | Alerts. In the Document Alerts pop-up window, click

Adding Document-specific AlertsAdding Document-specific Alerts

Alerts set up from within a document apply to that document only. To add an Alert for a specific document: Create or open a document. Open the Alerts and Options

Alert Subscriptions for DocumentsAlert Subscriptions for Documents

While the ability to establish an Alert for a particular document is useful, having to do so for every document of a certain type or for every document routed to a certain

Creating Alert SubscriptionsCreating Alert Subscriptions

Once an Alert Subscription is created, new documents, routes, items, and cost codes in sfPMS are checked against these subscriptions. When the specified conditions are met, Alerts are sent. Important:

Editing, Deleting, or Suspending Alert SubscriptionsEditing, Deleting, or Suspending Alert Subscriptions

To edit, suspend, or delete a Alert Subscription: At any dashboard, select Site Menu | My Contact Detail. Select the Alerts tab. (optional) Use the filters to find the subscriptions

Subscriptions from the Manage DashboardSubscriptions from the Manage Dashboard

While many users can set up Alert Subscriptions for themselves, those with the PART | Alert Subscription Maintenance role may establish Alert Subscriptions for other users or for specific roles

Establishing Document AlertsEstablishing Document Alerts

The only setup required for Document Alerts is the configuration of Alert types through the Alert Types too. You can edit default Alert types, create additional Alert types to be

Batch Processing OverviewBatch Processing Overview

The Spitfire Processing Management System (sfPMS) allows you to scan files into its Catalog. It also allows you to upload any number of files (often PDFs). When you need to

Installation of Batch Processing ToolsInstallation of Batch Processing Tools

Batch Upload Tool The Batch Upload Tool may have been installed during implementation, but if not, do the following: In a web browser, enter the URL for your site followed by

Predefined Routes for File BatchesPredefined Routes for File Batches

For AP Scanned Documents You should set up a predefined route for the File Batch Doc Type. This automated route will set up, by name or more often by role