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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Tag Archive: Documents
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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How to Copy a Document
Did You Know? When you need a new Spitfire document that has some of the same information as that on…
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How to Set Up a Ball-In-Court Doc List Column
Question: When looking at documents in our project, we’d like to be able to tell if the document is waiting…
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VID-X018: How to Create a Spitfire Document
Questions: How do I create a new Spitfire document? Can documents be created outside of a project? Can I copy…
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