Using Doc Subtypes for Field Visibility
Did You Know? You can configure your Doc types to show or hide specific fields depending on the document’s subtype….
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Newsletter Articles
Compliance “Vendor Issue” on a Document
Question: We have a Commitment document that says it has a “vendor issue” on the Pay Status field. I thought…
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Setting Defaults for Priority Levels and Notifications
Question: I want notification emails to be sent out only for Urgent documents. Can I configure the system so that…
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(C) and (V) After Contact Names
Question: When I type in a name field and a list of Contact names appear, I notice that some names…
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Using Latitude and Longitude to Find Nearby Project Sites
Did You Know? Spitfire includes a Projects Nearby report that lists project sites that are near each other, or near…
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Document Menu Options that Have Requirements
Question: Sometimes an option that I expect to find on the document’s drop-down menu is not there. For example, sometimes…
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Accessing the Roles Tool from Contact Details
Did You Know? Spitfire makes it easy for those with proper permission (see KBA-01399) to grant a new role capability…
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Closed Documents on the Project and Catalog Dashboard
Question: Once a document has a closed status (such as Cancelled, Approved, Rejected or Closed), will it appear on documents…
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Including More Data in Email Notifications
Question: Email notifications to users include some information by default. How can I add other information, for example a Vendor…
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How to Copy a Document
Did You Know? When you need a new Spitfire document that has some of the same information as that on…
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