Location of the Document Priority FieldLocation of the Document Priority Field

Did You Know? While most fields on a Spitfire document are allowed only in one of the three major areas of the document—the Document Header, the Mid-section Tabs, or the

How to Rename a FileHow to Rename a File

Question: After I attach a file to a document or I upload a file to the Catalog, can I change its filename? Answer: Yes. To be clear, when you attach

Doc Attendee RoleDoc Attendee Role

Question: When I create a Meeting Minutes document, I’d like my route to include all the Attendees automatically. How would I set that up? Answer: You can take advantage of

Click ? for Help InformationClick ? for Help Information

Did You Know? The ? icon appears in several places in the Spitfire system in order to provide users with more information.  Clicking on this icon will bring up a

Drag and Drop Rows Across PagesDrag and Drop Rows Across Pages

Question: I like to reorder my Attachments using the drag-and-drop method, but I don’t know how to get a file that is on page 2 or 3 to the top

Numeric Input FieldsNumeric Input Fields

Question: When I copy $1,234.56 into numeric fields on my document, Spitfire strips out the comma and dollar sign and has the amount show up as 1234.56. I added some

Cloning FilesCloning Files

Did You Know? Normally, when you copy a document and its attachments, the attached file on the copied document is the same file as the original. If changes are made

Changing Cost Code Descriptions and Other InformationChanging Cost Code Descriptions and Other Information

Question: Is there a way to change the Cost Code description that shows up in BFA, Commitments and elsewhere after the Initial Budget has been approved? Answer: Yes, you can

Overriding Retention Amount on SOV WorkbookOverriding Retention Amount on SOV Workbook

Question: I know we can change the default retention percentage on our SOV workbook, but sometimes we need to tweak the resulting retention amount to exactly match our accounting system

Report Data Output OptionsReport Data Output Options

Question: I like reviewing my Report Browser reports right on the screen, but sometimes I want to save that data, either as a PDF file or in Microsoft Excel. What