Distributed Rules vs. Site-Only Rules
Question: Sometimes when I expand a specific rule group, I see that “distributed rules are not currently displayed.” How can…
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Author Archive: Soni York
Using Doc Subtypes for Field Visibility
Did You Know? You can configure your Doc types to show or hide specific fields depending on the document’s subtype….
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Compliance “Vendor Issue” on a Document
Question: We have a Commitment document that says it has a “vendor issue” on the Pay Status field. I thought…
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KBA-01821: Problem with Excel Template “unreadable content”
Question: We have a template designed to enter data into our Pay Requests. However, when we try to use this…
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Setting Defaults for Priority Levels and Notifications
Question: I want notification emails to be sent out only for Urgent documents. Can I configure the system so that…
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(C) and (V) After Contact Names
Question: When I type in a name field and a list of Contact names appear, I notice that some names…
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Using Latitude and Longitude to Find Nearby Project Sites
Did You Know? Spitfire includes a Projects Nearby report that lists project sites that are near each other, or near…
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KBA-01820: Adding Inclusions/Exclusions to Your Bi-Directional Item Template
Overview: Spitfire V2021+ allows bi-directional templates that import Items to also import Incl/Excl items. Some modifications need to be made…
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February 2022 – Is It Time for a Tune-Up?
Open Google Slides of this Presentation View Recording of this Presentation Is It Time for a Tune-Up? If you own…
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Document Menu Options that Have Requirements
Question: Sometimes an option that I expect to find on the document’s drop-down menu is not there. For example, sometimes…
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