Documentation

Compliance – Table of Contents Introduction to Compliance Compliance Types The Compliance Tab – Grid View Adding and Editing Compliance…
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Alerts – Table of Contents Introduction to Alerts Watchdog Alerts The Document Alert Option Adding Document-specific Alerts Alert Subscriptions for…
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Contacts – Table of Contents Introduction to Contacts Understanding Roles and Contacts Contacts: Companies Roles’ Capabilities Roles’ Responsibilities Roles’ Organizational…
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Schedule of Values – Table of Contents Schedule of Values (SOV) Billing Overview How SOV Works Where SOV Info Comes…
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Budget-Forecast-Analysis – Table of Contents BFA Workbook Introduction Data Worksheet in the BFA Workbook Division Totals Worksheet the a BFA…
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Routing – Table of Contents Introduction to Routing Route Detail Tab The Route Detail Grid Route Status and Routing Methods…
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Catalog and Files – Table of Contents Catalog Dashboard: Files and Documents Files vs. Documents Searching on the Catalog Dashboard…
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Doc Type Workflow – Table of Contents   Doc Type Workflow Bid Overview Creating a Bid Estimate Overview Creating an…
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Documents and Item Basics- Table of Contents   Introduction to Documents and Item Basics Standard Document Features Document Header Document…
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The Essentials – Table of Contents   The Essentials – Getting Started Logging Into sfPMS Resetting Your Password Pop-up Tutorial…
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