Files – Page 5 – Spitfire Client Services

File DownloadFile Download

June 27, 2017| Dorothy McGovern|

If you would like copies of certain files on your computer, you can download a zip file. Downloading does not remove files from sfPMS, and downloaded copies no longer have

VID-C027: How to Create and Attach a File from a TemplateVID-C027: How to Create and Attach a File from a Template

June 27, 2017 | Soni York | 0 Comment | 11:56 am

Question: Video recorded on V2016 Keywords: automatic file,

VID-C018: Exporting and Downloading FilesVID-C018: Exporting and Downloading Files

June 7, 2017 | Soni York | 0 Comment | 12:09 pm

Questions: Video recorded on V2016

VID-C017: Renaming Files and Adding/Viewing File NotesVID-C017: Renaming Files and Adding/Viewing File Notes

June 7, 2017 | Soni York | 0 Comment | 10:21 am

Questions: See Also: Video recorded on V2016 Keywords: how do I rename a file

VID-C016: How to View or Edit Files in SpitfireVID-C016: How to View or Edit Files in Spitfire

June 7, 2017 | Soni York | 0 Comment | 9:53 am

Questions: Video recorded on V2016 Keywords: how do I edit a file, look at file,

VID-C014: How to Attach a File to a DocumentVID-C014: How to Attach a File to a Document

June 6, 2017 | Soni York | 0 Comment | 10:14 am

Questions: Video recorded on V2016 Keywords: attaching files, drag and drop

KBA-01685: Linked Via Cloud Connector noteKBA-01685: Linked Via Cloud Connector note

February 7, 2017| Soni York|

Question: We are integrated with a cloud provider. Sometimes we notice that “Linked via Cloud Connector” appears as a note on a document’s Attachment tab. What does that mean? Answer:

The Copy File OptionThe Copy File Option

January 1, 2017| Soni York|

Request: I know that Spitfire’s file version control means we don’t need to keep several copies of the same (revised) file, but sometimes we do have a reason to have

KBA-01660: Join Attached FilesKBA-01660: Join Attached Files

September 7, 2016| Stan York|

Question: If someone sends back a file (like a signed contract), but it has a different name from the one in our Spitfire Catalog, what can I do so Spitfire

Cloud Storage ReportCloud Storage Report

January 13, 2016| Soni York|

This report lists information for files attached to documents that are in the Cloud. Note: you can select an output method (PDF/Excel/CSV) for this report. Filter Project – the Project ID.

Tag: Files