Placing Files Directly Into Folders When Uploading/Attaching
Question: Can I place a file directly into a Catalog folder when I attach the file to my document or…
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Newsletter Articles
BFA Alert Indicators
Question: I noticed a Create Alerts option on my BFA workbook. When I selected it, color circles appeared on certain…
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Tip: Being Aware of Catalog Filters
Did You Know? Filters can be found throughout the Spitfire system for a very good reason: they can help you…
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How to Route on a Future Date
Question: I want to route a Spitfire document to someone, but not until a particular date. Can I set things…
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Previewing/Attaching Assembled Content
Questions: Before we route it, is there an easier way to see what an assembled PDF will look like without…
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The Append Route Option
Did You Know? Some of our clients use routing on a purely manual basis, adding people to document routes through…
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Splitting Change Items on the SOV Workbook
Question: When I use the Get COs option on my SOV workbook, the Change Item from my Change Order is…
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Contacts and Multiple Companies/Projects
Questions: What do I do when an individual that we’d like to keep working with goes to work for a…
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Icon Sizes
Questions: Is it possible to change the size of the icons that appear throughout my Spitfire system? My icons appear…
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Listing Attendees on Template Output
Question: Can I have a list of my Meeting Minutes Attendees appear on an attached Word file that I create…
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