Permission for Footer Info on DocumentsPermission for Footer Info on Documents

Question: I’ve seen that you can have icons on the footer of documents that pop up the history of a field and can help with UI Configuration of the field.

How to Work with Batched PDF FilesHow to Work with Batched PDF Files

Did You Know? Spitfire has long supported the batch uploading of files, usually invoices, through a tool called the Batch Upload Tool. This tool is most useful when invoices come

KBA-01763: LinkedDocKey Error in Pay ApplicationKBA-01763: LinkedDocKey Error in Pay Application

Problem: When we open the SOV workbook on our first Pay Application on a project, we get the following error message and cannot enter anything. An error – The value

KBA-01762: HTML-Enabled Text FieldsKBA-01762: HTML-Enabled Text Fields

Question: Which are the document fields that allow HTML formatting? In other words, on which fields can I open the Text Editor to format the text in the manner that

DocuSign IntegrationDocuSign Integration

DocuSign integration has been available for sfPMS since V2019. This documentation covers concepts and considerations and includes related KBAs at the end. What is DocuSign? DocuSign is the creation of

Summary/Filter Icons for AttachmentsSummary/Filter Icons for Attachments

Did You Know? Since V2018, special icons have appeared at the bottom of the Attachments tab that serve two purposes: 1) to indicate how many attachments are of that particular

KBA-01760: Microsoft System Update RequiredKBA-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 Version x.x.x Full or other compatible .NET Framework. Solution: The

KBA-01756: Testing DocuSign IntegrationKBA-01756: Testing DocuSign Integration

Purpose: If you have followed the instructions in the KBAs for DocuSign Integration, we recommend you test everything before you start using this feature. Our recommended test scenario: Create one

KBA-01755: Including eSigning in Predefined RoutesKBA-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 should get routed content through DocuSign? Answer: You do so

KBA-01754: Templates for DocuSignKBA-01754: Templates for DocuSign

Purpose: The Template Signature Location tool is used to indicate where on a template DocuSign electronic signatures will be added. The tool is available only when a site has been