Copying Documents
Once you have created a Spitfire document, you can choose to copy the document as a starting point for a…
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Documentation
Exclusive Update Rights
Anyone with rights can open a Spitfire document, although certain tabs may be hidden depending on the user’s permission level….
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Document’s Items Tab
Certain documents (ex: PunchLists, Meeting Minutes, Commitments, Payment Requests, and Change Orders) can include itemized lists of information. An itemized…
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Items Tab: Drag and Drop to Reorder
On the Items tab of certain Doc Types you can drag and drop the rows to reorder the list. To…
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Items Tab: Show/Hide Items
There are various sections of the Items tab you can choose to show or hide. These sections are the filter…
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Items Tab: Add Items
Items can be added to the Items Tab using the following four methods from the Items Actions menu : Add…
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Items Tab: Delete Items
To delete an Item from the Items tab: Locate the item. Click Delete. Save the document. Once an item is…
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Items Tab: Move Items into Folders
Much like moving files into folders, you can “place” an Item into a folder. Unlike the folders found on the…
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Items Tab: Copy Folder/Copy Items
Once placed in a folder, you can copy all saved items in that folder from one document to another by…
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Items Tab: Via Excel
Because documents can have many items, sfPMS allows you to add Items to the document from an Excel spreadsheet, use…
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