Much like moving files into folders, you can “place” an Item into a folder. Unlike the folders found on the Catalog, these folders are specific to the document. To move
Much like moving files into folders, you can “place” an Item into a folder. Unlike the folders found on the Catalog, these folders are specific to the document. To move
Once placed in a folder, you can copy all saved items in that folder from one document to another by copying the folder. To copy a folder from one document
Because documents can have many items, sfPMS allows you to add Items to the document from an Excel spreadsheet, use Excel to edit items, and export Items to a separate
If your document does not have any Items on the Items Tab, you can use the Via Excel option to copy your Item from an Excel file or an existing
Once you have at least one Item on a document, you can choose to change your existing Items and/or add Items to your document through Excel using the Via Excel
While the edit option of Via Excel is useful when you want to make changes to your Items right away. the Via Excel Export Items option exists for times when
Once you have a Spitfire Item File you can choose to Import the data from the file to a Spitfire document’s Items tab. If your document does not have any
If you have created a Spitfire Item template (aka VXL template) you can use that template to edit and enter Items through the Attachment tab. If properly configure with (Document
The terms “files” and “documents” are used very specifically in sfPMS to refer to two different items. Files A file is any electronic file uploaded or scanned into sfPMS, such
The Catalog Dashboard offers an overview or library of all your files and documents. It can contain files not associated with a specific project, but nevertheless relevant to your company