Did You Know?
The Spitfire Catalog includes many filters to help you find documents and files in your system. Two of those filters (Company and Contact) are mutually exclusive—that is, you cannot use both the Company and Contact filters at the same time. When you use one, the other disappears. However, two other filters—Scope and Company Wide—appear when you use either the Company or Contact filter. These filters decrease or increase your search results.
Note: Contact, Company, Scope and Company Wide filters are available for both document and file searches.
- Company Wide tells Spitfire to also include anyone associated with the indicated company (or the company associated with the indicated Contact), thereby increasing possible matches. Company Wide is checked by default. You should uncheck this filter if you want to limit your results to just the Company Contacts (and not the people associated with the Company) or just the specific Contact and not anyone else associated with the Contact’s Company.
- Scope tells Spitfire how to limit the matches. By default, Scope is not indicated, so all documents that mention the company anywhere are returned. Select a Scope if you want to limit results, for example, to only those that have the Contact or Company as the Responsible party.
These two filters can be used together, and with other filters.
Examples:
In the following example, a document search for the company Able Electric, but with Company Wide and To filters during a specific date range returns documents on which Jason Sunderson is the To contact and on which Able Electric is the To contact. If Company Wide had not been checked, only Submittal Items for Able Electric would have shown up.
In the following example, a search for Jason Sunderson, with the Company Wide and Source Contact filters returns documents with Jason Sunderson, Able Electric or Phil Sunderson as the Source Contact. If Company Wide had not been checked, only the AP Vouchers for Jason Sunderson would have shown up.
