Spitfire Document Processing Steps
Click Attach Image or Attach Pay Request to open the Spitfire Attach To Document dialog box. (optional) In Project, select…
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Documentation
Working with Vendor Vouchers/Vendor Pay Requests in sfPMS
You can access Vendor Vouchers in the following three areas: Inbox, Catalog tab, and from the Document List on a…
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Accessing Scanned Images from Microsoft Dynamics SL
To access scanned images from Microsoft Dynamics SL: In Accounts Payable, open Voucher and Adjustment Entry or Document Maintenance and…
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Introduction to Documents and Item Basics
In Spitfire the term “document” is used to describe a specific form (or envelope) created in sfPMS from a configured…
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Standard Document Features
A document in Spitfire is a defined set of specific, related information. Since there are many types of activities on…
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Document Header
The Document Header contains the document’s number, project number, and description. Fields vary depending on the Doc Type. Some fields…
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Document Mid-Section Tabs
The tabs appearing in the mid-section of a document window and the number of tabs in each document vary from…
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Document Attachments and Routing Tabs
The bottom section of a document contains the Attachments tab and the Route Detail tab.
Document Creation
While there are some exceptions and alternate ways to create certain Doc Types, almost all documents can be created from…
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Accessing Documents
Documents can be opened from various Spitfire dashboard locations. Your access depends on your Spitfire role and what permissions you…
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