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

How to Set Up a Ball-In-Court Doc List ColumnHow to Set Up a Ball-In-Court Doc List Column

Question: When looking at documents in our project, we’d like to be able to tell if the document is waiting on one of us or is out to a vendor—to