Tag Archive: Items

On the Items tab of certain Doc Types you can drag and drop the rows to reorder the list. To…
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There are various sections of the Items tab you can choose to show or hide. These sections are the filter…
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Items can be added to the Items Tab using the following four methods from the Items Actions menu : Add…
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To delete an Item from the Items tab: Locate the item. Click Delete. Save the document. Once an item is…
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Much like moving files into folders, you can “place” an Item into a folder. Unlike the folders found on the…
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Once placed in a folder, you can copy all saved items in that folder from one document to another by…
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Because documents can have many items, sfPMS allows you to add Items to the document from an Excel spreadsheet, use…
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If your document does not have any Items on the Items Tab, you can use the Via Excel option to…
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Once you have at least one Item on a document, you can choose to change your existing Items and/or add…
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While the edit option of Via Excel is useful when you want to make changes to your Items right away….
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