VID-C015: Lookup Fields
Questions: What are lookup fields? Can I type in a lookup field? Can I use filters to look someone up…
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Author Archive: Soni York
VID-C014: How to Attach a File to a Document
Questions: How can I attach a file on my computer to my document? How can I attach an email to…
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VID-C013: How to Create a Spitfire Document
Questions: How do I create a new Spitfire document? Can documents be created outside a project? Can I copy a…
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VID-C012: Opening and Closing Project Dashboards
Questions: How can I get to or open a Project Dashboard? How can I close a Project Dashboard? What is…
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VID-C011: How to Expand and Collapse Dashboard Parts
Questions: How can I show and hide Home Dashboard parts? How can I show and hide Project Dashboard parts? Recorded…
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VID-C010: Watchdog Alerts
Questions: What are Watchdog Alerts? Where are Alerts set up? Can I be alerted by email? What does discarding the…
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VID-C009: Removing Documents from your Home Inbox
Questions: How can I remove (route) documents from my Home Inbox? Can I remove (route) several documents at a time…
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KBA-01694: How to Set Up Email Using Gmail
Procedure: Decide what email address you want to use for your site and set it up with your email provider….
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KBA-01693: How to Set Up Email using Microsoft Office 365
Procedure: Decide what email address you want to use for your site and set it up with your email provider….
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VID-C008: Document Priority Levels
Questions: How do I use Priority on my Documents? What do the Priority icons mean? Where do the Priority icons…
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