Tip: RouteWhenStatus Rules
Did You Know? You can configure Spitfire to advance or end your route when a document is changed to a…
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BFA Alert Indicators
Question: I noticed a Create Alerts option on my BFA workbook. When I selected it, color circles appeared on certain…
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Placing 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…
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Using the RR_ and RC_ Prefixes
You can use the RR_ or RC_ prefix in front of any bookmarks that include the aliases listed below (ex:…
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Routing/Sending a Document Back
Question: When I “thumbs up” a document, it goes to the next person (Seq) on the route. But what if…
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Creating a Request for Quote (RFQ)
There are three ways you can create an RFQ document: From the Project Dashboard – use this method whenever you…
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