Route One Document via the Inbox Action Bar
The Inbox Action Bar provides as easy way to remove documents from your Inbox. To access the action bar, click…
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Tag Archive: Documents
Routing Matching Documents
You can remove several matching documents from your Inbox all at once. Documents are considered matching if: – They are…
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Routing All Eligible Documents
You can remove a large number of eligible documents from your Inbox all at once. Documents are considered eligible if:…
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Documents Routed via E-mail, or Hard Copy
Documents are often routed to a routee’s Inbox (ie, via the Web). However, some routees (ex, a subcontractor) might not…
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VID-C013: How to Create a Spitfire Document
Questions: How do I create a new Spitfire document? Can documents be created outside a project? Can I copy a…
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VID-C009: Removing Documents from your Home Inbox
Questions: How can I remove (route) documents from my Home Inbox? Can I remove (route) several documents at a time…
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VID-C008: Document Priority Levels
Questions: How do I use Priority on my Documents? What do the Priority icons mean? Where do the Priority icons…
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VID-C006: Where Can I Open a Spitfire Document?
Questions: How or where can I open / access / view a Spitfire Document? What do the document icon colors…
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Automatic Exclusive Access
Request: We understand the need to get exclusive access on a document before we can use the Attachments tab. But…
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KBA-01683: Site Register Setup
Question: sfPMS ships with two registers: The Change Item Register and the Submittal Item Register. Can I set up a…
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