KBA-01801: Too Many Browser Tabs
Questions: How many Spitfire-related tabs can I have open on my browser at the same time? Why am I being…
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Tag Archive: Documents
July 2020 – Rules and Options For Your Documents
Open Google Slides of this Presentation View Recording of this Presentation Rules and Options For Your Documents By now your…
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How to View the Change History of a Document Field
Question: As a System Admin, how can I find out who made changes to a particular field on a Spitfire…
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Setup for “Create New Doc”
Did You Know? You can add a “Create new doc” to the drop down menu of any Doc type, in…
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Copying Addr and Incl/Excl Tab Info to New 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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Get Link for Document
Request: While much of our communication is automated through Spitfire, sometimes I just want to send an email to another…
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Attaching a Document to Another Document
Question: Is it possible to connect one document to another document in Spitfire? Answer: Yes, if by “document” you mean…
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Permission for Footer Info on Documents
Question: I’ve seen that you can have icons on the footer of documents that pop up the history of a…
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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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Configuring 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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