KBA-01677: Unlinking Documents/Projects
Question: How do I remove from the Attachment tab a document that is attached to another document? If I have…
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Tag Archive: Documents
Document Access History Report
This report is accessed through the Exclusivity menu on a document. It lists who viewed and acted on that document. Filters…
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KBA-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…
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Document Performance by Company Report
This report lists Vendor and Customer companies and performance information about documents on which they are the source contacts. Note:…
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Document Log
This report lists Spitfire documents. When applicable, documents are grouped by project and then Doc type, preceded by those documents…
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Check-In/Check-Out Status Message
As you may know, the color of the lock icon for each file indicates whether that file is checked in…
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Document Exclusive Update Rights
As you may know, sfPMS prevents two or more people who have update permission on a document from making changes…
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KBA-01780: How to create workflow on a document
Question: I know that I can set up workflow scripts in a predefined route or, even better, through the Workflow Scripts tool so…
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KBA-01607: Creating a Document via a URL
Question: Can I create a document via a URL? Answer: Yes. Although the user must be logged in (otherwise they…
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KBA-01603: Understanding Document States
Question: What does it mean when a document is pending? What does it mean when a document is published? What…
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