Item 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…
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Tag Archive: Items
Setting 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…
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How to Add Item Footers
Question: I like that Commitments now show the total amount on an Items tab footer. Can I add a totals…
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Commitment Item Caps
Question: What is the checkbox that appears next to Original Amount on Commitment Items used for? It seems to be…
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Copying Items from One Document to Another
Did You Know? Spitfire offers various ways to copy one document’s Items onto another document. Depending on the situation, you…
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KBA-01797: Converting Via Excel Templates to Bi-Directional Templates
Question: We recently upgraded our site to V2020 and want to use bi-directional Excel templates to add Items to our…
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Remarks/Notes on Copied Items
Question: I add remarks/notes to my Items. Are these remarks/notes supposed to be copied when I copy the Item? It…
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Item Capabilities
Users are allowed to view, add, expand and update Items only if they have document update rights, or if they…
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Introduction to Documents and Item Basics
In Spitfire the term “document” is used to describe a specific form (or envelope) created in sfPMS from a configured…
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Document’s Items Tab
Certain documents (ex: PunchLists, Meeting Minutes, Commitments, Payment Requests, and Change Orders) can include itemized lists of information. An itemized…
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