Automatic Exclusive AccessAutomatic Exclusive Access

Request: We understand the need to get exclusive access on a document before we can use the Attachments tab. But couldn’t we get that exclusive access just by opening the

KBA-01683: Site Register SetupKBA-01683: Site Register Setup

Question: sfPMS ships with two registers: The Change Item Register and the Submittal Item Register. Can I set up a register for other types of Items? Answer: Yes, if you

KBA-01677: Unlinking Documents/ProjectsKBA-01677: Unlinking Documents/Projects

Question: How do I remove from the Attachment tab a document that is attached to another document? If I have a parent/child relationship with two documents and no longer want

Document Access History ReportDocument Access History Report

This report is accessed through the Exclusivity menu on a document. It lists who viewed and acted on that document.  Filters Show All – whether or not the report should display

KBA-01649: Moving A Document to Another ProjectKBA-01649: Moving A Document to Another Project

Question: Can I move a document from one project to another? What if the document is closed due to being Awarded or Approved? Can I remove the document from any

Document Performance by Company ReportDocument Performance by Company Report

This report lists Vendor and Customer companies and performance information about documents on which they are the source contacts. Note: although the image above does not show the Output drop-down,

Document LogDocument Log

This report lists Spitfire documents. When applicable, documents are grouped by project and then Doc type, preceded by those documents that are not part of any project. Filters Document Type