If you have files attached to Drawings documents (drawing logs), you can easily attach those files to another document. To attach files from a Drawings document (drawing log): At the
Whether you create a document, a document has been routed to you by the person who created the document, by the person before you on the routing sequence, or through
You can open and review any document in your Inbox; however, you might not be allowed to see all the routees in a document’s route. If you were designated a
In order to have a document leave your Inbox, you must take action on it by changing the route’s status. There is a way to do this whether or not
The Inbox Action Bar provides as easy way to remove documents from your Inbox. To access the action bar, click the white space on the document row. To route
You can remove several matching documents from your Inbox all at once. Documents are considered matching if: – They are of the same Doc Type and at the same Seq
You can remove a large number of eligible documents from your Inbox all at once. Documents are considered eligible if: – They are at Seq 1 (of any stage) OR,
Documents are often routed to a routee’s Inbox (ie, via the Web). However, some routees (ex, a subcontractor) might not log into sfPMS often and require an output format of
Questions: Video recorded on V2016 Keywords: start a new doc document, copying documents
