The Customer, Vendor, and Employee documents are created by sfPMS to hold additional information and pertinent attachments for contacts. Once you access the individual or company, click the icon highlighted
In Spitfire the term “document” is used to describe a specific form (or envelope) created in sfPMS from a configured document type (Doc Type). There are many Doc Types in
Spitfire documents include a way to add Alerts through the Document Alerts window. With a document open, access Actions and Options | Alerts. In the Document Alerts pop-up window, click