Introduction to Documents and Item Basics
In Spitfire the term “document” is used to describe a specific form (or envelope) created in sfPMS from a configured…
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Tag Archive: Documents
Standard Document Features
A document in Spitfire is a defined set of specific, related information. Since there are many types of activities on…
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Document Header
The Document Header contains the document’s number, project number, and description. Fields vary depending on the Doc Type. Some fields…
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Document Mid-Section Tabs
The tabs appearing in the mid-section of a document window and the number of tabs in each document vary from…
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Document Attachments and Routing Tabs
The bottom section of a document contains the Attachments tab and the Route Detail tab.
Document Creation
While there are some exceptions and alternate ways to create certain Doc Types, almost all documents can be created from…
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Accessing Documents
Documents can be opened from various Spitfire dashboard locations. Your access depends on your Spitfire role and what permissions you…
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Copying Documents
Once you have created a Spitfire document, you can choose to copy the document as a starting point for a…
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Exclusive Update Rights
Anyone with rights can open a Spitfire document, although certain tabs may be hidden depending on the user’s permission level….
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Document’s Items Tab
Certain documents (ex: PunchLists, Meeting Minutes, Commitments, Payment Requests, and Change Orders) can include itemized lists of information. An itemized…
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