How to Scroll Through AttachmentsHow to Scroll Through Attachments

Question: Our documents tend to have many attachments and we’d like to be able to see them all by scrolling, instead through clicking on pages of 6 attachments at a

Access to Only Some Manage or System Admin ToolsAccess to Only Some Manage or System Admin Tools

Question: As a System Administrator I can use all the tools on the Manage and System Admin Dashboards. I’d like some users who are not System Admins to be in

Rolling Up Cost Codes into Divisions (3 Groups) in BFARolling Up Cost Codes into Divisions (3 Groups) in BFA

Question: In BFA, we need to see totals for our cost codes by divisions (all cost codes that start with 10, 20, 30 etc.). I know there is a Division

Reordering Routes and AttachmentsReordering Routes and Attachments

Did You Know? We know that there are reasons you may want to change the order of people on your route rows or the order of files on your Attachments

Entering/Finding Roles vs. Contacts for Predefined RoutesEntering/Finding Roles vs. Contacts for Predefined Routes

Question: I am adding a Seq row to an existing predefined route and want to add a specific role; however, when I type the role in the User/Role field, Spitfire

Setting Item Dates to the Current Date AutomaticallySetting Item Dates to the Current Date Automatically

Did You Know? The ATC: SET workflow script command can be used to set Item dates on a document to “today’s date.” For example, if you want to automatically set

How to Add Item FootersHow to Add Item Footers

Question: I like that Commitments now show the total amount on an Items tab footer. Can I add a totals footer on other Doc types that have an Items grid?

How to Add an Overlay to a Text FieldHow to Add an Overlay to a Text Field

Question: In some fields I see gray text explaining what can be entered in the field. How do I add that text to a field? Answer: We call that gray

Using AtCompanyContactList LookupsUsing AtCompanyContactList Lookups

Did You Know? New and existing document lookup fields, meant to show the name of a vendor or customer, can be restricted to show only names that match the vendor

Access to BFA and Cost Analysis Revenue InformationAccess to BFA and Cost Analysis Revenue Information

Question: Can I prevent certain users from seeing revenue data in the BFA workbook and the Cost Analysis Detail part of the Project Dashboard? Answer: Since, by default, no one