Formatting HTML-Enabled Fields
Question: The Daily Field Report PDF that we send out has an area for “work done today.” I want to…
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Tag Archive: Templates
KBA-01854: Pointing to RawItems in Bi-Directional Templates
Question: I have a bi-directional template but realize that I do not want my users to change the data in…
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Three Kinds of Attachment-Type Templates
Question: In the Templates tool, what are Attachment templates? What is the difference between Attachment, Attachment (auto) and Attachment (all)…
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Template Types in the Template Library
Did You Know? The Template Tool on the Manage Dashboard (also known as the Template Library) holds many different types…
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Tips for Email Body Templates
Did You Know? You can upload Email Body templates into your Template library to create content for outbound emails. In…
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Listing Attendees on Template Output
Question: Can I have a list of my Meeting Minutes Attendees appear on an attached Word file that I create…
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Bookmarks for Contacts By Responsibility
Did You Know? There are bookmarks for your Microsoft Word templates that identify Contacts by role responsibility. This means that…
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Bookmarks with the DV_ Prefix
Did You Know? Some bookmarks in your Microsoft Word templates may display either a code or “no such field” in…
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KBA-01803: qAlias Bookmarks for Items on Drawings Documents
Question: What qAlias bookmarks are available for the Items on a Drawings document? Answer: In V2020+, the following fields on…
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Having Spitfire Select a Template Based on Route Sequence
Request: We use an Email Body template to let vendors know when their Pay Requests have been approved. We’d like…
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