When a user checks in a file, that version becomes the “latest version”. You can access the latest version of the file as well as previous versions. If you have
When a user checks in a file, that version becomes the “latest version”. You can access the latest version of the file as well as previous versions. If you have
If your site has automatic file approval (set up by default), every version of a file you check in will be approved. However if your site has disabled automatic file
If you need copies of several files on your computer or perhaps a CD (for archival purposes), you can export a number of files all at once from sfPMS. Exporting
If you would like copies of certain files on your computer, you can download a zip file. Downloading does not remove files from sfPMS, and downloaded copies no longer have
Routing documents allows your co-workers and managers the chance to review them. If also allows you to delegate action items to co-workers, subcontractors, or other project contacts. You can
Routing is added and accessed through the Route Detail tab that appears on Spitfire documents. Click the Route Detail tab to see routing info or to add a routee. Routing
The Route Detail grid contains the following information. Seq The sequence number for the routee. To The name and role (if available) of the routee. The To routee can be
The Route Detail includes the status of the route for each routee. When adding routes, possible statuses are: CC’d The document is a courtesy copy only; no action is required
Routes are automatically generated when you first create a document. Complete the necessary information and save it. The document will appear in your inbox. You are automatically the first routee
You can add routees manually, or you can add routees through the Build Routee option. To add a routee manually: After creating or opening a document, click the Route Detail