File Revisions
sfPMS is a file management system. This means you can store all project- and business-related files within the system (instead…
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Tag Archive: Files
Editing Files
How and if you can edit a file depends on several factors: If you have permission to edit the file…
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Alternate Revision Workflow
The edit icon allows you to make changes to your file as needed while you are in sfPMS. It is…
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Viewing all Versions of a File
When a user checks in a file, that version becomes the “latest version”. You can access the latest version of…
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File Approval
If your site has automatic file approval (set up by default), every version of a file you check in will…
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File Export
If you need copies of several files on your computer or perhaps a CD (for archival purposes), you can export…
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File Download
If you would like copies of certain files on your computer, you can download a zip file. Downloading does not…
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VID-C027: How to Create and Attach a File from a Template
Question: How can I create a file from a Microsoft Word or Excel template and attach it to my document?…
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VID-C018: Exporting and Downloading Files
Questions: Can I download or export files from the Spitfire Catalog? Can I download or export files from my document’s…
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VID-C017: Renaming Files and Adding/Viewing File Notes
Questions: Can I rename a file in Spitfire? Can I add a short note about the file? How can I view…
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