Adding Conditional Document Statuses
Question: How do I add a new document status for my Commitment that will appear in the Status drop-down only…
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Tag Archive: Documents
Limiting Document Approvals
Question: Can we set things up so that only people who create a document can approve it? Or so that…
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Vendor, Customer and Employee Documents
Did You Know? When you add a new Vendor or Customer Company Contact to Spitfire, a corresponding Vendor or Customer…
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Adding Mouse-Over Hints to Fields and Tabs
Question: I notice that some fields on my documents have a little question mark next to them. When I mouse…
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When You Accidentally Set a Status to Completed
Request: It has happened more than once: a user sets the Project Setup status to Completed, only to need to…
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How to Reorder/Resequence Document Fields
Question: We have configured our document’s Detail tab to include a few more fields, but we don’t like the order…
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Using Doc Subtypes for Field Visibility
Did You Know? You can configure your Doc types to show or hide specific fields depending on the document’s subtype….
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Document Menu Options that Have Requirements
Question: Sometimes an option that I expect to find on the document’s drop-down menu is not there. For example, sometimes…
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Closed Documents on the Project and Catalog Dashboard
Question: Once a document has a closed status (such as Cancelled, Approved, Rejected or Closed), will it appear on documents…
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VID-X019: Document Priority Levels
Questions: How do I use Priority on my Spitfire Documents? What do the Priority icons mean? Where do the Priority…
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