August 2024: Tips and Tricks for a Great Customer InvoiceAugust 2024: Tips and Tricks for a Great Customer Invoice

Open Google Slides of this Presentation View Recording of this Presentation Tips and Tricks for a Great Customer Invoice Almost 10 years ago, we showed you how to create a

Formatting HTML-Enabled FieldsFormatting HTML-Enabled Fields

Question: The Daily Field Report PDF that we send out has an area for “work done today.” I want to format that section so it is easier to read. I

Copying Roles and CapabilitiesCopying Roles and Capabilities

Question: Sometimes we realize that we need a new role, but would like it to have the same capabilities as an existing role. Other times we have a new user

Download Wizard Link OptionsDownload Wizard Link Options

Question: Our outbound emails to vendors include a link to the Download Wizard if attachments are too big. Is it possible to always include the link, regardless of attachment size?

KBA-01859: Adding SOP Links to DocumentsKBA-01859: Adding SOP Links to Documents

Question: We’d like our users to easily access our SOP documentation when they are in a Spitfire document.  How can we set that up? Answer: It is fairly easy to

KBA-01858: Disconnecting Inactive Users from the SystemKBA-01858: Disconnecting Inactive Users from the System

Question: Some of our users forget to log out when they are done using Spitfire, and so the concurrent Active user count is higher than it should be. Is there

KBA-01857: Recovering a Deleted Document (in Power UX)KBA-01857: Recovering a Deleted Document (in Power UX)

Question: My user deleted a document by mistake. Is there any way that I can get that document back? Answer: If your site is on V23+ and you have proper

KBA-01856: How to Edit an HTM File in Your Catalog (in Power UX)KBA-01856: How to Edit an HTM File in Your Catalog (in Power UX)

Question: I am using Power UX. I found an .htm file in my zPublicHTML | ReportHelp folder that I want to edit to make my own. Can I do that?