General Document Capabilities
The user’s ability to access documents is affected by the user’s access rights to projects. If the user does not…
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Author Archive: Soni York
Routing Capabilities
Access to a document also gives that user access to the Route detail tab on the document and permission to…
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Item Capabilities
Users are allowed to view, add, expand and update Items only if they have document update rights, or if they…
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Home Dashboard Capabilities
The Home Dashboard is made up of an Inbox part (yellow), a Project List part (green) and a Watchdog Alerts…
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General Spitfire Dashboard Capabilities
Office-Integrated Dashboard (sfDash) By default, sfPMS opens in a user’s default browser. Users who should be transferred automatically to the…
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Attachment Capabilities
Users who can open a document can see the list of attachments on that document (unless the attachment is marked…
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Document Update Rights
A user with minimum access will not generally be able to update documents routed to him or her. However, other…
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Index of Role Capabilities
CSTM Customizable 1 [see Configuration Capabilities] Customizable 2 [see Configuration Capabilities] Customizable 3 [see Configuration Capabilities] External Staff [see Configuration Capabilities] Internal Staff [see…
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Configuration Capabilities
If you want to use special capabilities in the UI Configuration tool (see below), you need to include one or…
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KBA-01707: XTS Accounts Receivable (Pay App) Troubleshooting
Question: Why is my Pay Application not appearing in my accounting system? I get the message “This Invoice number is…
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