Location 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…
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How to Rename a File
Question: After I attach a file to a document or I upload a file to the Catalog, can I change…
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Doc Attendee Role
Question: When I create a Meeting Minutes document, I’d like my route to include all the Attendees automatically. How would…
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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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