Adding Conditional Document StatusesAdding Conditional Document Statuses

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

Limiting Document ApprovalsLimiting Document Approvals

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

Vendor, Customer and Employee DocumentsVendor, Customer and Employee Documents

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

Adding Mouse-Over Hints to Fields and TabsAdding 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 over a question mark, I get some information. How do

When You Accidentally Set a Status to CompletedWhen 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 do more with that project afterward. Or a user accidentally

How to Reorder/Resequence Document FieldsHow 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 they appear in. Can we position the fields in the

Using Doc Subtypes for Field VisibilityUsing 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. For example, if your Commitment documents are set up with

Document Menu Options that Have RequirementsDocument 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 I see an option to “Create Pay Application” on my

Closed Documents on the Project and Catalog DashboardClosed 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 lists on the Project and Catalog Dashboards? How can I

How to Copy a DocumentHow to Copy a Document

Did You Know? When you need a new Spitfire document that has some of the same information as that on an existing Spitfire document, you may want to copy the