Attachment Cloning
Normally when you copy a document and its attachment, the attached file on the copied document is the same file…
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Documentation
Attached File from Template Feature
It is possible to use merge and non-merge Attachment templates to create files that are then attached to the document…
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Create from Attachment
If a Doc Type has at least one Attachment template (in the template library), the Attach from Template icon appears…
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File Options
Wherever you find files (on the Attachment tab, the Catalog Dashboard, or the Project Dashboard), you will find the Check…
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Renaming a File
Changing or correcting a Filename is easy, just click and edit. To rename a file within Spitfire: Hover the move…
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File Revisions
sfPMS is a file management system. This means you can store all project- and business-related files within the system (instead…
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Editing Files
How and if you can edit a file depends on several factors: If you have permission to edit the file…
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Alternate Revision Workflow
The edit icon allows you to make changes to your file as needed while you are in sfPMS. It is…
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Viewing all Versions of a File
When a user checks in a file, that version becomes the “latest version”. You can access the latest version of…
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File Approval
If your site has automatic file approval (set up by default), every version of a file you check in will…
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