KBA-01804: Permissions for Certain Fields on RFQs and Bid PackagesKBA-01804: Permissions for Certain Fields on RFQs and Bid Packages

Question: I gave a user the proper role capabilities for creating and editing a Bid Package, yet this user cannot change the Status or Subtype fields, among others.  What else

Routing/Sending a Document BackRouting/Sending a Document Back

Question: When I “thumbs up” a document, it goes to the next person (Seq) on the route. But what if I want to send it back to the person before

The Proxy PermissionThe Proxy Permission

Question: What does it mean to have “proxy permission”? How do I give someone proxy permission? How can I proxy for someone else? Can I proxy for everyone else? Does

Bookmarks with the DV_ PrefixBookmarks with the DV_ Prefix

Did You Know? Some bookmarks in your Microsoft Word templates may display either a code or “no such field” in your file output, unless you include the DV_ prefix as

KBA-01803: qAlias Bookmarks for Items on Drawings DocumentsKBA-01803: qAlias Bookmarks for Items on Drawings Documents

Question: What qAlias bookmarks are available for the Items on a Drawings document? Answer: In V2020+, the following fields on the Items tab on a Drawings document can be referenced

KBA-01802: Add-In Causes Problem with Microsoft ExcelKBA-01802: Add-In Causes Problem with Microsoft Excel

Problem: When I try to open the SOV or BFA workbook from my document, it shows the Excel Logo and then hangs.  Others can open the same workbook.  When I

November 2020 – What Our Clients Are Doing with SpitfireNovember 2020 – What Our Clients Are Doing with Spitfire

Open Google Slides of this Presentation View Recording of this Presentation What Our Clients Are Doing with Spitfire Once again, we present our popular client-based webinar! If you are at

Read-Only SOV Workbooks and Pay Application StatusesRead-Only SOV Workbooks and Pay Application Statuses

Question: Sometimes when I try to add data to my SOV workbook, I get a message that says The cell or chart that you are trying to change is protected

Commitment Item CapsCommitment Item Caps

Question: What is the checkbox that appears next to Original Amount on Commitment Items used for? It seems to be checked by default. Can I make it unchecked by default?

Document-Specific AlertsDocument-Specific Alerts

Did You Know? All documents offer an Alerts choice on the drop-down options menu. This Alerts choice opens the Document Alerts window, which lists the Alert Subscriptions that have been