Document HeaderDocument Header

The Document Header contains the document’s number, project number, and description. Fields vary depending on the Doc Type. Some fields are populated automatically when you first create a document, others

Document Mid-Section TabsDocument Mid-Section Tabs

The tabs appearing in the mid-section of a document window and the number of tabs in each document vary from Doc Type to Doc Type. The number of tabs and their

Document CreationDocument Creation

While there are some exceptions and alternate ways to create certain Doc Types, almost all documents can be created from the Project Dashboard, and some can be created from other

Accessing DocumentsAccessing Documents

Documents can be opened from various Spitfire dashboard locations. Your access depends on your Spitfire role and what permissions you have been given. Home Dashboard When you create documents or

Copying DocumentsCopying Documents

Once you have created a Spitfire document, you can choose to copy the document as a starting point for a new document. The new document will have its own Doc

Exclusive Update RightsExclusive Update Rights

Anyone with rights can open a Spitfire document, although certain tabs may be hidden depending on the user’s permission level. Proper permission is required to make changes to documents, and

Document’s Items TabDocument’s Items Tab

Certain documents (ex: PunchLists, Meeting Minutes, Commitments, Payment Requests, and Change Orders) can include itemized lists of information. An itemized list is created and appears on the document’s Items tab.

Items Tab: Drag and Drop to ReorderItems Tab: Drag and Drop to Reorder

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,

Items Tab: Show/Hide ItemsItems Tab: Show/Hide Items

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