When Spitfire is implemented and if your site is integrated with an external accounting system, you have the option if automatically synching all employees at your company or just certain
When Spitfire is implemented and if your site is integrated with an external accounting system, you have the option if automatically synching all employees at your company or just certain
Integrated Sites vs. Non-integrated Sites If your site is integrated with an external accounting system such as Microsoft Dynamics SL or Acumatica Cloud ERP, the data source for your Contacts
Once a Contact has done something (ex: created or edited a document, subscribed to Alerts, etc) or has been referenced (ex: been a routee, attendee, responsible party, source contact, etc)
Since your Contacts cannot access the Spitfire Project Management System (sfPMS) and read Spitfire Documents that have been routed to them, we’ve developed Bookmark Templates. Bookmark Templates merge information from
To create templates, Spitfire uses Word’s Bookmark feature. A bookmark is a place-holder, and each bookmark must have a unique name. To see bookmarks: Select File | Options. Under Show
Spitfire uses bookmarks as placeholders for merged data. The bookmark name you give each bookmark determines which Spitfire data element will be merged. The most simple bookmark is constructed by
Simple, basic bookmark names consist of two sections separated by an underscore: table_fieldname. One way to imagine this is that since most Spitfire tables start with a prefix (xsf), the
To find the bookmark name for the field you would like to merge, there are three options. Option One – My Settings To have Spitfire display the name of the
Purpose of Bookmark Prefixes Adding prefixes to bookmark names allows you to extract data not stored directly in the Document format number and data fields pull data from Contact records
To add contact information into a Bookmark Template, determine how the link to the contact is made: Document Level or Project Level. Document Level The contact information is pulled from