Confidential Documents and FilesConfidential Documents and Files

Did You Know? Spitfire allows users (who have the proper permission) to mark documents and their attached files as “confidential.”  With one exception*, confidential documents can be opened only by

Having Documents Close AutomaticallyHaving Documents Close Automatically

Request: Our users are not good about closing a document (i.e., changing the status to make it read-only and have it not show up in open document lists) when the

Adding a “Create Doc” Option to a DocumentAdding a “Create Doc” Option to a Document

Question: I notice that some Doc types include a “Create doc” option on the burger drop-down menu. Is there a way for me to add such an option to a

Copying Addr and Incl/Excl Info to New Copied DocumentsCopying 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 copy the document’s Items and Route. However, there is no

Editing Fields on Closed DocumentsEditing Fields on Closed Documents

Question: I know that we cannot make changes to a document after it is set to a closed status (and the document becomes read-only), but sometimes we need to add

Attaching Documents to Another DocumentAttaching Documents to Another Document

Question: Is it possible to connect one or more documents to another document in Spitfire? Answer: Yes, if by “connect” you mean attach one document to another. You may also

KBA-01859: Adding SOP Links to DocumentsKBA-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 we set that up? Answer: It is fairly easy to

KBA-01857: Recovering a Deleted Document (in Power UX)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: If your site is on V23+ and you have proper

Setting the Default Doc StatusSetting the Default Doc Status

Question: One of our Doc types used to offer only Open and Close as Doc statuses. We added new statuses to the DocStatus codeset for our Doc type, but we’d

Adding Document Search Boxes to the Quick BarAdding 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 easy way for them to search for these Pay Requests