Question: We are integrated with a cloud provider. Sometimes we notice that “Linked via Cloud Connector” appears as a note on a document’s Attachment tab. What does that mean? Answer:
KBA-01684: Compliance Notification WorkflowKBA-01684: Compliance Notification Workflow
Question: What does the Compliance Type “auto” workflow script do? Can I stop the workflow script when there is no Compliance item expiration date? Answer: The Compliance Types tool includes
KBA-01683: Site Register SetupKBA-01683: Site Register Setup
Question: sfPMS ships with two registers: The Change Item Register and the Submittal Item Register. Can I set up a register for other types of Items? Answer: Yes, if you
KBA-01682: The file could not be written to the cacheKBA-01682: The file could not be written to the cache
Problem: When trying to download a file, the following error message appears: Resolution: Change one of your Internet Options. Open Internet Explorer. Select the Tools icon, then select Internet Options. Go
KBA-01681: Migrating to a new SQL Server Reporting ServerKBA-01681: Migrating to a new SQL Server Reporting Server
Question: Are there any tricks to migrating reports, particularly custom reports from a legacy server to a new SSRS server Answer: There are several options. The best approach depends on
KBA-01680: Publishing a Version Update to Your SiteKBA-01680: Publishing a Version Update to Your Site
Question: I would like to get our Spitfire site on the latest build of our current version. How do I do that? Answer: You can update from the System Admin
KBA-01678: Version Update Procedure for Acumatica ERPKBA-01678: Version Update Procedure for Acumatica ERP
Question: My sfPMS Site is integrated to Acumatica. How do we upgrade the Acumatica version? Answer: Here is our recommended best practice: On the sfPMS IIS server, open an admin
KBA-01676: Uncapped Contract Lines with RateKBA-01676: Uncapped Contract Lines with Rate
Question: How do I set up a Commitment line to have a rate, but no predetermined units? Answer: Create a Commitment document. Add an Item, as usual. Select a UOM that