Routing All Eligible DocumentsRouting All Eligible Documents

You can remove a large number of eligible documents from your Inbox all at once. Documents are considered eligible if: – They are at Seq 1 (of any stage) OR,

Stages in a RouteStages in a Route

Whenever a document is restarted or sent back, the route needs to partially or completely repeat itself. The first time the document is routed. the route is considered to be

Documents Routed via E-mail, or Hard CopyDocuments Routed via E-mail, or Hard Copy

Documents are often routed to a routee’s Inbox (ie, via the Web). However, some routees (ex, a subcontractor) might not log into sfPMS often and require an output format of

Current Routing MethodCurrent Routing Method

You can tell a routee’s current Route Via method from the icons (e-mail, fax, or hard copy) on the routee list. Routees without an icon are web routees: documents are

Changing a Routee’s Route Via MethodChanging a Routee’s Route Via Method

To change a routee’s Route Via method: On the Route Detail tab, open the Options menu of the routee and select Route Via. Select the Route Via option. Click OK. The

Viewing Routed ContentViewing Routed Content

Preview Once a routee has been added to the document, and the document has been saved, an icon allows you to preview the routed content that will be sent via

What Gets RoutedWhat Gets Routed

If there is no output version of the document (ie, nothing created from a template) nor any attached files, the preview and post-view content will include only a ReadMe.txt file

Routes and Spitfire E-mail MessagesRoutes and Spitfire E-mail Messages

If you receive an e-mail message from Spitfire, you can reply in two different ways. Either way processes your response as having taken action in the route and sends the

Open Routing ReportOpen Routing Report

The Open Routing Report lists all documents being routed. To open the Open Routing Report: From the Site Options menu, select Report Browser. Select General | Open Routing. Once the

Schedule of Values (SOV) Billing OverviewSchedule of Values (SOV) Billing Overview

In order for you to create your project’s Schedule of Values (SOV) and track SOV billing, the Spitfire Project Management System (sfPMS) provides a Pay Application Doc Type. Pay Application