Routing CapabilitiesRouting Capabilities

Access to a document also gives that user access to the Route detail tab on the document and permission to view and edit (“thumbs up”, change status, add a Rsp)

Item CapabilitiesItem Capabilities

Users are allowed to view, add, expand and update Items only if they have document update rights, or if they are the Responsible party on the document. Additional access rights

Home Dashboard CapabilitiesHome Dashboard Capabilities

The Home Dashboard is made up of an Inbox part (yellow), a Project List part (green) and a Watchdog Alerts part (salmon). Contacts who are designated as Spitfire users, who

General Spitfire Dashboard CapabilitiesGeneral 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 Spitfire Office Integrated dashboard from Internet Explorer need the following

Attachment CapabilitiesAttachment Capabilities

Users who can open a document can see the list of attachments on that document (unless the attachment is marked “not sent”) and can drag and drop other files onto

Document Update RightsDocument Update Rights

A user with minimum access will not generally be able to update documents routed to him or her.  However, other factors come into play with regard to updating a document.

Index of Role CapabilitiesIndex 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 Configuration Capabilities, Attachment Capabilities] DOC Attach File From Template [see Attachment

Configuration CapabilitiesConfiguration Capabilities

If you want to use special capabilities in the UI Configuration tool (see below), you need to include one or more of the following in appropriate roles. CSTM | Customizable

KBA-01707: XTS Accounts Receivable (Pay App) TroubleshootingKBA-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 still pending synchronization.” Answer: If your payment application has been

KBA-01706: qAlias Bookmarks for Document RoutingKBA-01706: qAlias Bookmarks for Document Routing

Question: What qAlias bookmarks are available for the document routing data? Answer: We have a qAlias qDistinctTo (query pqa_DistinctTo) that can be deployed upon request. It gathers information about document route