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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Tag Archive: Documents
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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VID-X016: 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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VID-X015: Deleting and Recovering Documents
Questions: Am I able to delete a Document? I deleted a Document, but I need it back! Can I recover…
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VID-X014: Saving Documents
Questions: How are Documents saved in Spitfire? How can I be sure my Document changes have been saved? What are…
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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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