Your Own Contact Details
Question: I don’t have access to the Contact Dashboard. Is there some other way for me to see and possibly…
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Author Archive: Soni York
RespondEchoTo Rule to Copy Route Response
Question: We encourage our users to take advantage of the Rsp field on the Route Detail tab for short messages,…
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Catalog Filters for Contact and Company: Scope and Company Wide
Did You Know? The Spitfire Catalog includes many filters to help you find documents and files in your system. Two…
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Attaching Files to a Specific Item
Question: When I drag-and-drop a file onto my Spitfire document, it is attached to the whole document. Is there a…
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Automatic Copy of Project Current Dates onto Another Doc
Question: We want to use the Checklist Doc type, so have made it site active and then added some configurations….
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February 2023: A Focus on Owner Change Orders
Open Google Slides of this Presentation View Recording of this Presentation A Focus on Owner Change Orders If you have…
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Manually Attaching Microsoft Office Emails to Spitfire Documents
Question: I know that because of configurations, certain emails get attached automatically to the correct document in Spitfire, but could…
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Source of PAPT Team Contact Data
Question: I know that financial data on my PAPT (Pay Application Print Template) comes from my SOV workbook, which in…
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When It Is Time for Your Final Forecast Entry
Did You Know? The BFA workbook in Forecast mode, accessed from a Forecast document, offers a Forecast Final Entry option…
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VID-X016: Document Priority Levels
Questions: How do I use Priority on my Spitfire Documents? What do the Priority icons mean? Where do the Priority…
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