Documentation

Adding Items If your Doc Type or other Spitfire area (e.g., the Executive Summary) is missing an item (field, checkbox,…
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When you select the Code Maintenance tool, the corresponding part appears. Columns Set Name The name of the set of…
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You can establish a relationship between two code sets (ex: Subtype and ItemType) using the ItemCodeLike rule. You would then…
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Roles Security in sfPMS is role based. Through the Roles tool, you create roles that will later be assigned to…
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Adding Roles To add a new role: In System Admin | Roles, click Add a Role. Complete the Role Name…
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When you select System Admin | Date Types, the corresponding part appears: Columns Doc Type The document type on which…
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If you are using a cloud storage provider such as Box.com or OneDrive, the setup of these cloud storage providers…
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The Compliance Types tool allows you to set up the Compliance Types for use in your system on the Commitment…
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To add a Compliance Type: In System Admin | Compliance Types, click Add a row. In Compliance Name, enter a…
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There is automatic workflow for the Compliance Type. The commands in the automatic workflow tell sfPMS what to do whenever…
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