Once you have created a Spitfire document, you can choose to copy the document as a starting point for a new document. The new document will have its own Doc
Once you have created a Spitfire document, you can choose to copy the document as a starting point for a new document. The new document will have its own Doc
Anyone with rights can open a Spitfire document, although certain tabs may be hidden depending on the user’s permission level. Proper permission is required to make changes to documents, and
Certain documents (ex: PunchLists, Meeting Minutes, Commitments, Payment Requests, and Change Orders) can include itemized lists of information. An itemized list is created and appears on the document’s Items tab.
On the Items tab of certain Doc Types you can drag and drop the rows to reorder the list. To reorder Items through drag and drop: On the Items tab,
There are various sections of the Items tab you can choose to show or hide. These sections are the filter fields, the folder list, and the Item numbers. To show
Items can be added to the Items Tab using the following four methods from the Items Actions menu : Add New Enter information on an Item. Note: Not all Doc
To delete an Item from the Items tab: Locate the item. Click Delete. Save the document. Once an item is deleted, it cannot be retrieved.
Much like moving files into folders, you can “place” an Item into a folder. Unlike the folders found on the Catalog, these folders are specific to the document. To move
Once placed in a folder, you can copy all saved items in that folder from one document to another by copying the folder. To copy a folder from one document
Because documents can have many items, sfPMS allows you to add Items to the document from an Excel spreadsheet, use Excel to edit items, and export Items to a separate