Changes to Manage | Route tool
Are you aware that the Routes tool on the Manage Dashboard (that is used to set up predefined routes) was…
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Author Archive: Soni York
Automatic Exclusive Access
Request: We understand the need to get exclusive access on a document before we can use the Attachments tab. But…
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V2016 Configuration Options for the Notes Tab
Did you know that V2016 added four possible configuration items (fields) to the document Notes tab? These new items give…
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Project Setup/Project Dashboard Behavior
Request: We sometimes make changes to the Project Setup documents on several projects by opening them from the Catalog. When…
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KBA-01686: Microsoft Excel Freezes at 74%
Problem: When loading a Microsoft Excel workbook, such as BFA or SOV, the workbook stalls at 74% Set Index. Solution:…
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AttendeeToggle Rule
Request: We would like to be able to list all the people who attend our events on Event documents, even if…
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KBA-01685: Linked Via Cloud Connector note
Question: We are integrated with a cloud provider. Sometimes we notice that “Linked via Cloud Connector” appears as a note…
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KBA-01684: Compliance Notification Workflow
Question: What does the Compliance Type “auto” workflow script do? Can I stop the workflow script when there is no…
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How to Show and Export Column Grid Data
Options on the in-column drop-down menu allow you to 1) read a default description of each column, 2) temporarily show…
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KBA-01683: Site Register Setup
Question: sfPMS ships with two registers: The Change Item Register and the Submittal Item Register. Can I set up a…
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