Files vs. Documents
The terms “files” and “documents” are used very specifically in sfPMS to refer to two different items. Files A file…
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Tag Archive: Documents
Attachments Tab
Attachments are added and accessed through the Attachments tab that appears on all Spitfire documents. Attachments can be both files…
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Adding 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…
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Attachments from the Spitfire Catalog
Both files and documents that are part of the Spitfire Catalog can be attached to a particular document through the…
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Attaching Issue Documents
To attach an Issue document to a related document: On the Attachments tab, click Attach an Issue, The Search for…
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Attach Drawings
If you have files attached to Drawings documents (drawing logs), you can easily attach those files to another document. To…
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Attachment Cloning
Normally when you copy a document and its attachment, the attached file on the copied document is the same file…
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Documents in Your Inbox
Whether you create a document, a document has been routed to you by the person who created the document, by…
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Actions on a Routed Document
You can open and review any document in your Inbox; however, you might not be allowed to see all the…
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Removing a Document from Your Inbox
In order to have a document leave your Inbox, you must take action on it by changing the route’s status….
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