As you may know, sfPMS prevents two or more people who have update permission on a document from making changes at the same time. Only one person can hold exclusive
As you may know, sfPMS prevents two or more people who have update permission on a document from making changes at the same time. Only one person can hold exclusive
Question: I know that I can set up workflow scripts in a predefined route or, even better, through the Workflow Scripts tool so that the script can apply to many documents. But is
Question: Can I create a document via a URL? Answer: Yes. Although the user must be logged in (otherwise they will be redirected to authenticate). the document will not actually
Question: What does it mean when a document is pending? What does it mean when a document is published? What is the difference between pending, published, closed and approved? Answer:
Question: Can I have a custom Doc type include a TO tab like the Bid Package, where other related documents are created and listed? Answer: Yes! Here is an overview
Overview: The various “Document Status” rule groups help the system understand the purpose of the status codes associated with each Doc type. The Document Status rule groups are DocApproved, DocPending, DocStatusIsClosed,
Question: How and where is the data on my document stored? Can you help me understand the schema? Answer: If you are just an average user, probably not. This is way
Question: The over 60 Spitfire-supplied documents are cool — but I want one of my own choosing. How do I add one? Answer: Step 1: Add a new Doc Type Open the
Purpose & Scope: How to use SQL to delete multiple Spitfire documents. Procedure: Note:This process is executed in SQL Server and is intended for use by the System Administrator. While
Question: How do I get a document to leave my Inbox (on my Home Dashboard)? How do I get something out of my Inbox? Answer: Whenever you create a document,