Summary/Filter Icons for Attachments
Did You Know? Since V2018, special icons have appeared at the bottom of the Attachments tab that serve two purposes:…
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Author Archive: Soni York
KBA-01760: Microsoft System Update Required
Problem: We keep getting the following message: System Update Required Unable to install or run this application. This application requires…
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KBA-01756: Testing DocuSign Integration
Purpose: If you have followed the instructions in the KBAs for DocuSign Integration, we recommend you test everything before you…
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KBA-01755: Including eSigning in Predefined Routes
Question: Now that our site and templates have been set up for DocuSign integration, how do we indicate which routees…
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KBA-01754: Templates for DocuSign
Purpose: The Template Signature Location tool is used to indicate where on a template DocuSign electronic signatures will be added….
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KBA-01753: Designing Templates for DocuSign
Question: I have an existing Word bookmark template for my vendor subcontract. Can I use this template for DocuSign integration?…
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KBA-01758: How to eSign through DocuSign
Question: We’ve just integrated with DocuSign and set everything up. What will our vendors get and need to do when…
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April 2019 – Brushing Up on Your Budget’s BFA
View Recording of this Presentation Brushing Up on Your Budget’s BFA Do you know what you do not know about…
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KBA-01757: Project ID Migration and Locked Projects
Question: Why does the project ID on a series of documents change at the same time? Answer: Spitfire sfPMS includes…
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Editing the Contact Information Card
Question: That pop-up Contact Information Card that I can access in the Team Contacts list is very handy, but sometimes…
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