Copying Addr and Incl/Excl Tab Info to New Documents
Question: When I copy a document (using the Copy Doc option), I am able to indicate if I want to…
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Newsletter Articles
Looking Up Routees by Email Address
Did You Know? When you need to manually add a person to a document route, you can either use the…
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Access to Projects on the Executive Dashboard
Question: I want to give the Senior Executives access to all projects on the Executive Dashboard, and I want to…
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Moving and Removing Files From Folders
Did You Know? Spitfire offers several ways to place files into Catalog folders (see How to Upload Files into Folders…
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Remarks/Notes on Copied Items
Question: I add remarks/notes to my Items. Are these remarks/notes supposed to be copied when I copy the Item? It…
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Unapproving or Deleting Posted Change Orders
Question: We made a mistake on a Change Order that was accidentally approved. Is there a way to change the…
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Showing Pay Request Amounts on Commitments
Request: Is there a way to get the approved and pending Pay Request amounts for a Commitment to show up…
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Snapshot Warning on Cost Code Rows in BFA
Did You Know? The BFA workbook is smart enough to notice when the information on a cost code row in…
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Looking at Some Non-Project, Non-Financial Reports
Did You Know? While many of our distributed reports (accessed through the Report Browser) deal with financial or Doc type…
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Merging Contacts
Question: Sometimes we end up with more than one Contact record for the same individual or company. Is it okay…
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