Automatic Exclusive AccessAutomatic Exclusive Access

May 1, 2017May 1, 2017| Soni YorkSoni York|

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

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

January 12, 2017January 12, 2017| Soni YorkSoni York|

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

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

November 18, 2016November 18, 2016| Soni YorkSoni York|

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

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Document Access History ReportDocument Access History Report

September 26, 2016September 26, 2016| Soni YorkSoni York|

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

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

May 18, 2016May 18, 2016| Soni YorkSoni York|

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

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Document Performance by Company ReportDocument Performance by Company Report

January 8, 2016January 8, 2016| Soni YorkSoni York|

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,

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