Items Tab: Enter Items Via ExcelItems Tab: Enter Items Via Excel

If your document does not have any Items on the Items Tab, you can use the Via Excel option to copy your Item from an Excel file or an existing

Items Tab: Edit Items Via ExcelItems Tab: Edit Items Via Excel

Once you have at least one Item on a document, you can choose to change your existing Items and/or add Items to your document through Excel using the Via Excel

Items Tab: Export Items Via ExcelItems Tab: Export Items Via Excel

While the edit option of Via Excel is useful when you want to make changes to your Items right away. the Via Excel Export Items option exists for times when

Items Tab: Import Items Via ExcelItems Tab: Import Items Via Excel

Once you have a Spitfire Item File you can choose to Import the data from the file to a Spitfire document’s Items tab. If your document does not have any

Items from Attached “Via Excel” FilesItems from Attached “Via Excel” Files

If you have created a Spitfire Item template (aka VXL template) you can use that template to edit and enter Items through the Attachment tab.  If properly configure with (Document

Files vs. DocumentsFiles vs. Documents

The terms “files” and “documents” are used very specifically in sfPMS to refer to two different items. Files A file is any electronic file uploaded or scanned into sfPMS, such

Attachments TabAttachments Tab

Attachments are added and accessed through the Attachments tab that appears on all Spitfire documents. Attachments can be both files and Spitfire documents. In this case, the first two are

Adding a File Already Existing in the CatalogAdding a File Already Existing in the Catalog

When you use the Add Files tool to attach a new version of a file to a document, the Add Files tool acts like the Check-In feature adding a new

Attachments from the Spitfire CatalogAttachments from the Spitfire Catalog

Both files and documents that are part of the Spitfire Catalog can be attached to a particular document through the Attach to Doc window. To attach a Catalog file or

Attaching Issue DocumentsAttaching Issue Documents

To attach an Issue document to a related document: On the Attachments tab, click Attach an Issue, The Search for Issue to Attach window will open with possible Issue documents