Excluding Weekends from Due DatesExcluding Weekends from Due Dates

Question: I want to use a workflow script to set Due dates on new document automatically, but I don’t want those Due dates to ever fall on a Saturday or

Tip: RouteWhenStatus RulesTip: RouteWhenStatus Rules

Did You Know? You can configure Spitfire to advance or end your route when a document is changed to a particular status. One way to do this is through a

Placing Files Directly Into Folders When Uploading/AttachingPlacing 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 upload it to the Catalog Dashboard? Answer: You can drag-and-drop

BFA Alert IndicatorsBFA Alert Indicators

Question: I noticed a Create Alerts option on my BFA workbook. When I selected it, color circles appeared on certain rows. What do they mean? Answer: Those colored circles are

Tip: Being Aware of Catalog FiltersTip: 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 find exactly what you want in the midst of large

How to Route on a Future DateHow 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 up now to route the document on a specific future

Previewing/Attaching Assembled ContentPreviewing/Attaching Assembled Content

Questions: Before we route it, is there an easier way to see what an assembled PDF will look like without having to go to the Route Detail tab, downloading a

The Append Route OptionThe Append Route Option

Did You Know? Some of our clients use routing on a purely manual basis, adding people to document routes through the Route Details tab. Other clients use predefined routes (set

Splitting Change Items on the SOV WorkbookSplitting 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 listed at the bottom of the workbook. I want to

Contacts and Multiple Companies/ProjectsContacts 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 new company? How do I keep history info for that