Setting Defaults for Priority Levels and NotificationsSetting 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 it works that way for everyone? Answer: Yes and No.

(C) and (V) After Contact Names(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 have a (C) or (V) at the end. Why do

Using Latitude and Longitude to Find Nearby Project SitesUsing 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 a particular address. The way to generate this report is

KBA-01820: Adding Inclusions/Exclusions to Your Bi-Directional Item TemplateKBA-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 to the Item import template, but in the end the

February 2022 – Is It Time for a Tune-Up?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 a house or a car, you know that regular maintenance

Document Menu Options that Have RequirementsDocument 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 I see an option to “Create Pay Application” on my

Accessing the Roles Tool from Contact DetailsAccessing the Roles Tool from Contact Details

Did You Know? Spitfire makes it easy for those with proper permission (see KBA-01399) to grant a new role capability or permission to a user from that user’s Contact Detail

Closed Documents on the Project and Catalog DashboardClosed Documents on the Project and Catalog Dashboard

Question: Once a document has a closed status (such as Cancelled, Approved, Rejected or Closed), will it appear on documents lists on the Project and Catalog Dashboards? How can I

Including More Data in Email NotificationsIncluding More Data in Email Notifications

Question: Email notifications to users include some information by default. How can I add other information, for example a Vendor name, to the notification text? Answer: First, let’s make sure

How to Copy a DocumentHow to Copy a Document

Did You Know? When you need a new Spitfire document that has some of the same information as that on an existing Spitfire document, you may want to copy the