KBA-01177: Overview of the RouteWhenStatus Rules
Question: How can I automatically remove a document from a user inbox when the document is closed? How can I automatically…
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Author Archive: Dorothy McGovern
KBA-01156: Adding custom Attributes and Attribute Values
Question: How do I create my own sets of attributes and attribute values for the Attribute tab on a document?…
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KBA-01386: Overview of the WhenDocClosed rules
Overview: The WhenDocClosed rules control behavior of documents when they are closed by document status. The WhenDocClosed rule group is…
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KBA-01064: Can I view files without using a native application?
Question: Can I view .JPG (or other file types) without using a native application? Answer: Yes! Use the FileTypeConfig rule group. …
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KBA-01452: How can I configure the View and Edit icons that open files in native applications installed on my computer?
Purpose & Scope: One of the coolest features of sfPMS is the ability to edit files stored in the catalog directly…
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KBA-01389: Inbound Email Replies
Question: If my site is set up for inbound email processing, when are replies automatically sent on to the next routee?…
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KBA-01526: How can I print the Commitment (Change Order) Amount in text (like on a check)?
Question: When printing a Contract, how can I print the Amount in text, for example: One thousand forty-two dollars and…
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KBA-01528: Two Bookmarks for County data
Question: Are there any bookmarks to support County information? Answer: Yes. The Contact Address tab includes a County field. If populated, use…
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KBA-01515: SQL Server Virtualization
Question: Is it OK to use a virtual SQL Server? Are there things I should consider when planning virtualization of…
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KBA-01433: Providing Defaults for Dates in Report Parameters
Question: How can I make my report date range default to last month? How can I make my custom report…
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