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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Tag Archive: Items
KBA-01797: Using Older Via Excel Templates to Import/Export Data
Question: We recently upgraded our site to V2020 and want to use Excel templates to add Items to our Commitments…
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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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Tracking Remitted Sales Tax
Sales tax charged on a Commitment/Subcontract is often just included in the lump sum of the Commitment/Subcontract. However, there may…
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Item Status on Copied Document Items
Request: We notice that when we copy a document that has Items, the Item statuses on all the Items revert…
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Attaching Files to a Particular Item
Question: I know how to drag-and-drop files to attach them to a document, but how can I associate a file…
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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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To Allow Someone To Change Closed Items
Question: Sometimes on our Submittal Item Register (Log), we need to change the Responsible person on an Item that has…
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How to Change UOM Choices
Question: How do I change the Units of Measure that appear on the UOM drop-down on an Item? Answer: The…
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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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