July 2020 – Rules and Options For Your DocumentsJuly 2020 – Rules and Options For Your Documents

Open Google Slides of this Presentation View Recording of this Presentation Rules and Options For Your Documents By now your documents have probably been configured with just the right fields

How to View the Change History of a Document FieldHow to View the Change History of a Document Field

Question: As a System Admin, how can I find out who made changes to a particular field on a Spitfire document? Can I also know when the changes were made?

Setup for “Create New Doc”Setup for “Create New Doc”

Did You Know? You can add a “Create new doc” to the drop down menu of any Doc type, in the same way that the Create Pay Application option appears

Permission for Footer Info on DocumentsPermission for Footer Info on Documents

Question: I’ve seen that you can have icons on the footer of documents that pop up the history of a field and can help with UI Configuration of the field.

General Document CapabilitiesGeneral Document Capabilities

The user’s ability to access documents is affected by the user’s access rights to projects. If the user does not have access to a project, that that user will not

Document Update RightsDocument Update Rights

A user with minimum access will not generally be able to update documents routed to him or her.  However, other factors come into play with regard to updating a document.

KBA-01703: Acquiring the DataPK for a documentKBA-01703: Acquiring the DataPK for a document

Overview: When issues, errors or problems in Spitfire involve a specific document, sending the document’s DataPK string to support@spitfiremanagement.com can expedite a resolution. Procedure: Try to reproduce the error message

Plan Room DashboardPlan Room Dashboard

The Plan Room Dashboard provides public or private users access to certain documents and any files attached to those documents.

Bid OverviewBid Overview

Bid documents keep track of all your binds for prospective projects. A Bid document is usually created before a project, and it is often the first document created in a

Creating a BidCreating a Bid

To create a Bid document: From the Site Menu select Create Document. From the Crete a New Document pop-up window, select Create Bid. A Bid document window will open. If