Question: Some emails from sfPMS go to the recipient’s SPAM folder. Can I reduce the odds of that happening? Answer: There is no perfect solution. The easiest is to have
KBA-01603: Understanding Document StatesKBA-01603: Understanding Document States
Question: What does it mean when a document is pending? What does it mean when a document is published? What is the difference between pending, published, closed and approved? Answer:
KBA-01602: Understanding how Project Teams are Stored in the DatabaseKBA-01602: Understanding how Project Teams are Stored in the Database
Question: How and where is the project team stored? Can I update the project team from external sources? Can I update the project teams based on revised Build Team rules? Answer:
KBA-01601: Compliance Expired but Work FinishedKBA-01601: Compliance Expired but Work Finished
Question: What does “Compliance Expired, but Work Ended” mean? Answer: Your compliance item (for example, Automotive Liability Insurance) includes expiration tracking. Expiration tracking compares the Effective and Expiration dates on
KBA-01600: Picking a ThemeKBA-01600: Picking a Theme
Question: Can I change the colors? Can I apply a theme? Can I make the icons larger? Can I make the text larger? Answer: Yes! Once logged into sfPMS, click your
KBA-01599: Password Changes for All UsersKBA-01599: Password Changes for All Users
Question: Can I force everyone to change passwords? Can I invalidate passwords for all users? Answer: There are several options. Which is best for you depends on your exact situation.
KBA-01598: Creating Your Own Catalog Search TabsKBA-01598: Creating Your Own Catalog Search Tabs
Summary: You can use the PresetSearch rules to add a named search to the Catalog Dashboard tab, from where users will be able to select it. Note: if, after using the
KBA-01597: Extending the Contact Save TransactionKBA-01597: Extending the Contact Save Transaction
Question: How can I update other SQL data when a Spitfire contact is saved? Can I inject complicated validations and business logic into the sfPMS data layer? Answer: When a contact
KBA-01596: SignatureDescription could not be created for the signature algorithm suppliedKBA-01596: SignatureDescription could not be created for the signature algorithm supplied
Question: Some workstations display a “Cannot Start Application” dialog when I try to launch a Click Once application (like sfDash). The details say that it is the signature algorithm. How do
KBA-01595: Naming Automatically Attached Files from TemplatesKBA-01595: Naming Automatically Attached Files from Templates
Purpose & Scope: How to name automatically attached files from templates. Procedure: The system default is controlled by the template name and the TemplateAttachPrefix and TemplateAttachSuffix rules (see KBA-01265). You should