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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Tag Archive: Documents
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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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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Setting 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…
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How to Add Item Footers
Question: I like that Commitments now show the total amount on an Items tab footer. Can I add a totals…
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Using AtCompanyContactList Lookups
Did You Know? New and existing document lookup fields, meant to show the name of a vendor or customer, can…
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Automatic Copy of Project Current Dates onto Another Doc
Question: We want to use the Checklist Doc type, so have made it site active and then added some configurations….
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