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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Tag Archive: Documents
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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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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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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