Copying Addr and Incl/Excl Info to New Copied 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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Tag Archive: Documents
Editing Fields on Closed Documents
Question: I know that we cannot make changes to a document after it is set to a closed status (and…
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Attaching Documents to Another Document
Question: Is it possible to connect one or more documents to another document in Spitfire? Answer: Yes, if by “connect”…
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KBA-01859: Adding SOP Links to Documents
Question: We’d like our users to easily access our SOP documentation when they are in a Spitfire document. How can…
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KBA-01857: Recovering a Deleted Document (in Power UX)
Question: My user deleted a document by mistake. Is there any way that I can get that document back? Answer:…
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Setting the Default Doc Status
Question: One of our Doc types used to offer only Open and Close as Doc statuses. We added new statuses…
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Adding Document Search Boxes to the Quick Bar
Question: Our Accounting staff needs to be able to quickly find specific Pay Request invoices in Spitfire. Is there an…
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Item Status on Copied Document Items
Question: We notice that when we copy a document that has Items, the Item statuses on all the Items revert…
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VID-X017: Document Configuration
Questions: Can I configure Documents to better fit my workflow? Are my configurations saved to my user profile? What if…
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Configuring Document Numbers
Question: I know that document numbers are generally set by Spitfire, but could I change the number of digits in…
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