Tag: Items

On the Items tab of certain Doc Types you can drag and drop the rows to reorder the list. To reorder Items through drag and drop: On the Items tab,

There are various sections of the Items tab you can choose to show or hide. These sections are the filter fields, the folder list, and the Item numbers. To show

Items can be added to the Items Tab using the following four methods from the Items Actions menu : Add New Enter information on an Item. Note: Not all Doc

To delete an Item from the Items tab: Locate the item. Click Delete. Save the document. Once an item is deleted, it cannot be retrieved.  

Much like moving files into folders, you can “place” an Item into a folder. Unlike the folders found on the Catalog, these folders are specific to the document. To move

Once placed in a folder, you can copy all saved items in that folder from one document to another by copying the folder. To copy a folder from one document

Because documents can have many items, sfPMS allows you to add Items to the document from an Excel spreadsheet, use Excel to edit items, and export Items to a separate

If your document does not have any Items on the Items Tab, you can use the Via Excel option to copy your Item from an Excel file or an existing

Once you have at least one Item on a document, you can choose to change your existing Items and/or add Items to your document through Excel using the Via Excel

While the edit option of Via Excel is useful when you want to make changes to your Items right away. the Via Excel Export Items option exists for times when