Item Status on Copied Document ItemsItem Status on Copied Document Items

Question: We notice that when we copy a document that has Items, the Item statuses on all the Items revert back to the default. Is there a way to indicate

Configuring Document NumbersConfiguring Document Numbers

Question: I know that document numbers are generally set by Spitfire, but could I change the number of digits in the number? Also, could I number certain Doc types across

Setting Item Dates to the Current Date AutomaticallySetting 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 “today’s date.” For example, if you want to automatically set

How to Add Item FootersHow to Add Item Footers

Question: I like that Commitments now show the total amount on an Items tab footer. Can I add a totals footer on other Doc types that have an Items grid?

Using AtCompanyContactList LookupsUsing AtCompanyContactList Lookups

Did You Know? New and existing document lookup fields, meant to show the name of a vendor or customer, can be restricted to show only names that match the vendor

Automatic Copy of Project Current Dates onto Another DocAutomatic 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. But we wonder: is it possible to have the Project