Question: We notice that when we copy a document that has Items, the Item statuses on all the Items revert back to the default. Is there a way to indicate
Question: We notice that when we copy a document that has Items, the Item statuses on all the Items revert back to the default. Is there a way to indicate
Did You Know? The ATC: SET workflow script command can be used to set Item dates on a document to “today’s date.” For example, if you want to automatically set
Question: I like that Commitments now show the total amount on an Items tab footer. Can I add a totals footer on other Doc types that have an Items grid?
Question: What is the checkbox that appears next to Original Amount on Commitment Items used for? It seems to be checked by default. Can I make it unchecked by default?
Did You Know? Spitfire offers various ways to copy one document’s Items onto another document. Depending on the situation, you can choose the method that will work best: copy Items
Question: We recently upgraded our site to V2020 and want to use bi-directional Excel templates to add Items to our Commitments and to maybe edit those Items in Excel also,
Question: I add remarks/notes to my Items. Are these remarks/notes supposed to be copied when I copy the Item? It seems that sometimes they are, but other times the remarks/notes
Users are allowed to view, add, expand and update Items only if they have document update rights, or if they are the Responsible party on the document. Additional access rights
In Spitfire the term “document” is used to describe a specific form (or envelope) created in sfPMS from a configured document type (Doc Type). There are many Doc Types in
Certain documents (ex: PunchLists, Meeting Minutes, Commitments, Payment Requests, and Change Orders) can include itemized lists of information. An itemized list is created and appears on the document’s Items tab.