Entering/Finding Roles vs. Contacts for Predefined RoutesEntering/Finding Roles vs. Contacts for Predefined Routes

Question: I am adding a Seq row to an existing predefined route and want to add a specific role; however, when I type the role in the User/Role field, Spitfire

Setting Item Dates to the Current Date AutomaticallySetting Item Dates to the Current Date Automatically

Did You Know? The ATC: SET workflow script command can be used to set Item dates on a document to “today’s date.” For example, if you want to automatically set

How to Add Item FootersHow to Add Item Footers

Question: I like that Commitments now show the total amount on an Items tab footer. Can I add a totals footer on other Doc types that have an Items grid?

How to Add an Overlay to a Text FieldHow to Add an Overlay to a Text Field

Question: In some fields I see gray text explaining what can be entered in the field. How do I add that text to a field? Answer: We call that gray