KBA-01753: Designing Templates for DocuSignKBA-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? What are the best practices for designing bookmark templates to

KBA-01758: How to eSign through DocuSignKBA-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 we route them a contract for signatures? Answer: When someone

April 2019 – Brushing Up on Your Budget’s BFAApril 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 the budget’s BFA workbook? Even some clients who have been

KBA-01757: Project ID Migration and Locked ProjectsKBA-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 a Project ID cascade feature. If you change the Project

Editing the Contact Information CardEditing 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 I notice information that is missing. Is it possible to

KBA-01750: There are no reports availableKBA-01750: There are no reports available

Question: When one of our users tries to access a report from the Report Browser they get the message There are no reports available (or you do not have permission). 

March 2019 – What’s New in V2019March 2019 – What’s New in V2019

Open Google Slides of this Presentation View Recording of this Presentation What’s New in V2019 It’s time for a drumroll, please: we are ready to present a preview of Spitfire

What’s New in V2019What’s New in V2019

Improvements Released March 25, 2019. Infrastructure sfPMS uses the latest components including .NET 4.7.1, jQuery 3.1 and Aspose 19.2 sfPMS now includes CSS for Font-Awesome v5.5 free edition.  You can

Showing Columns in the BFA WorkbookShowing Columns in the BFA Workbook

Question: I want to show additional columns in my BFA workbook and I know to do that on the Setup sheet. However, when I try to change the “Show Column”

February 2019 – Tips for Fewer ClicksFebruary 2019 – Tips for Fewer Clicks

Open Google Slides of this Presentation View Recording of this Presentation Tips for Fewer Clicks It’s a fact: when you work in Spitfire, you spend a fair amount of time