Questions: Video recorded on V23, Power UX Keywords: Documents
Question: How do I add a new document status for my Commitment that will appear in the Status drop-down only when the Commitment is Pending? Answer: You will need to
Question: Can we set things up so that only people who create a document can approve it? Or so that only a certain group of people can approve certain Doc
Did You Know? When you add a new Vendor or Customer Company Contact to Spitfire, a corresponding Vendor or Customer document is created. And when you add a new Employee
Question: I notice that some fields on my documents have a little question mark next to them. When I mouse over a question mark, I get some information. How do
Request: It has happened more than once: a user sets the Project Setup status to Completed, only to need to do more with that project afterward. Or a user accidentally
Question: We have configured our document’s Detail tab to include a few more fields, but we don’t like the order they appear in. Can we position the fields in the
Did You Know? You can configure your Doc types to show or hide specific fields depending on the document’s subtype. For example, if your Commitment documents are set up with
Question: Sometimes an option that I expect to find on the document’s drop-down menu is not there. For example, sometimes I see an option to “Create Pay Application” on my
Question: Once a document has a closed status (such as Cancelled, Approved, Rejected or Closed), will it appear on documents lists on the Project and Catalog Dashboards? How can I
