Default Route Status on Manual RoutesDefault Route Status on Manual Routes

Request: I know that predefined routes can specify the default route status (Pending, CC’d or Pending Any) for each route row, but we often add routees to documents manually. Could

Copying Items from One Document to AnotherCopying Items from One Document to Another

Did You Know? Spitfire offers various ways to copy one document’s Items onto another document. Depending on the situation, you can choose the method that will work best: copy Items

How to View the Change History of a Document FieldHow to View the Change History of a Document Field

Question: As a System Admin, how can I find out who made changes to a particular field on a Spitfire document? Can I also know when the changes were made?

The Prioritized Doc Type OptionThe Prioritized Doc Type Option

Did You Know? If you usually use just one Doc type in Spitfire, you can designate that Doc type as your “Prioritized Doc Type”. If you like Doc type filters

How to Find Roles with Specific Capabilities & SubrolesHow to Find Roles with Specific Capabilities & Subroles

Question: Is there any easy way to see what roles have a particular capability? Is there a way to see what roles include a particular included subrole? Answer: Yes. Capability

The Red AsteriskThe Red Asterisk

Question: Why do red asterisks sometimes appear on my Spitfire documents? Answer: A red asterisk can mean that the field is invalid as is, and that you need to fill

Setup for “Create New Doc”Setup for “Create New Doc”

Did You Know? You can add a “Create new doc” to the drop down menu of any Doc type, in the same way that the Create Pay Application option appears

Access to Projects on the Executive DashboardAccess 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 give the Project Managers access to only their projects on

Moving and Removing Files From FoldersMoving 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 Using Drag-and-Drop, Move Items into Folders, and the FileCatalogConfig |

Remarks/Notes on Copied ItemsRemarks/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 seems that sometimes they are, but other times the remarks/notes