Placing Files Directly Into Folders When Uploading/AttachingPlacing 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 upload it to the Catalog Dashboard? Answer: You can drag-and-drop

BFA Alert IndicatorsBFA Alert Indicators

Question: I noticed a Create Alerts option on my BFA workbook. When I selected it, color circles appeared on certain rows. What do they mean? Answer: Those colored circles are

KBA-01817: Account Not Authorized to Use This ApplicationKBA-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 to use this application mean when it appears on the

Tip: Being Aware of Catalog FiltersTip: 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 find exactly what you want in the midst of large

How to Route on a Future DateHow 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 up now to route the document on a specific future

Previewing/Attaching Assembled ContentPreviewing/Attaching Assembled Content

Questions: Before we route it, is there an easier way to see what an assembled PDF will look like without having to go to the Route Detail tab, downloading a

June 2021 – The Ins and Outs of Compliance TrackingJune 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 of regulatory paperwork and compliance requirements can take a great

KBA-01815: Recovering Changed Attached Files After Unexpected EventsKBA-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 recover some or all of my changes? I was in

The Append Route OptionThe Append Route Option

Did You Know? Some of our clients use routing on a purely manual basis, adding people to document routes through the Route Details tab. Other clients use predefined routes (set

Splitting Change Items on the SOV WorkbookSplitting 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 listed at the bottom of the workbook. I want to