August 2024: Tips and Tricks for a Great Customer Invoice
Open Google Slides of this Presentation View Recording of this Presentation Tips and Tricks for a Great Customer Invoice Almost…
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Author Archive: Soni York
VID-X023: Manually Building Routes for Documents
Questions: How can I add one or more people to the document’s Route Detail tab? What are the options available…
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Formatting HTML-Enabled Fields
Question: The Daily Field Report PDF that we send out has an area for “work done today.” I want to…
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Copying Roles and Capabilities
Question: Sometimes we realize that we need a new role, but would like it to have the same capabilities as…
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Download Wizard Link Options
Question: Our outbound emails to vendors include a link to the Download Wizard if attachments are too big. Is it…
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KBA-01859: Adding SOP Links to Documents
Question: We’d like our users to easily access our SOP documentation when they are in a Spitfire document. How can…
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KBA-01858: Disconnecting Inactive Users from the System
Question: Some of our users forget to log out when they are done using Spitfire, and so the concurrent Active…
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KBA-01857: Recovering a Deleted Document (in Power UX)
Question: My user deleted a document by mistake. Is there any way that I can get that document back? Answer:…
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KBA-01856: How to Edit an HTM File in Your Catalog (in Power UX)
Question: I am using Power UX. I found an .htm file in my zPublicHTML | ReportHelp folder that I want…
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VID-X022: Routing Documents
Questions: How do I route a Document in Spitfire? (See also VID-X006) Video recorded on V2023, Power UX;