Placing Files Directly Into Folders When Uploading/Attaching
Question: Can I place a file directly into a Catalog folder when I attach the file to my document or…
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Author Archive: Soni York
BFA Alert Indicators
Question: I noticed a Create Alerts option on my BFA workbook. When I selected it, color circles appeared on certain…
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KBA-01817: Account Not Authorized to Use This Application
Question: Our site is set up to use Active Directory Authentication for logins. What does the message Account not authorized…
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Tip: Being Aware of Catalog Filters
Did You Know? Filters can be found throughout the Spitfire system for a very good reason: they can help you…
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How to Route on a Future Date
Question: I want to route a Spitfire document to someone, but not until a particular date. Can I set things…
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Previewing/Attaching Assembled Content
Questions: Before we route it, is there an easier way to see what an assembled PDF will look like without…
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June 2021 – The Ins and Outs of Compliance Tracking
Open Google Slides of this Presentation View Recording of this Presentation The Ins and Outs of Compliance Tracking Keeping track…
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KBA-01815: Recovering Changed Attached Files After Unexpected Events
Questions: If my computer suddenly reboots when I’m in the middle of making changes to an attached file, can I…
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The Append Route Option
Did You Know? Some of our clients use routing on a purely manual basis, adding people to document routes through…
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Splitting Change Items on the SOV Workbook
Question: When I use the Get COs option on my SOV workbook, the Change Item from my Change Order is…
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