The qTeam Alias for Bookmark Templates
Did You Know? Spitfire distributes the qTeam alias as one of the “qAliases” that can be used in bookmarks on…
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Tag Archive: Templates
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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KBA-01768: Why an Attachment (Auto) Template Doesn’t Attach
Problem: If you have set up an Attachment (auto) type of template in your Template library (on the Manage Dashboard),…
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April 2018 – Taking Advantage of Templates
Open Google Slides of this Presentation View Recording of this Presentation Taking Advantage of Templates Sure, we set you up…
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The Templates Tool
The Templates tool allows you to upload various types of templates into Spitfire’s Template Library for use throughout the system….
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The Templates Part
When you select the Templates tool, the corresponding part appears: Columns Doc Type The document type for which this template…
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Uploading Templates
To upload a template: In Manage | Templates, click Add a row. In Doc Type, select the type for the…
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Attached File from Template Feature
It is possible to use merge and non-merge Attachment templates to create files that are then attached to the document…
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Create from Attachment
If a Doc Type has at least one Attachment template (in the template library), the Attach from Template icon appears…
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VID-C027: How to Create and Attach a File from a Template
Question: How can I create a file from a Microsoft Word or Excel template and attach it to my document?…
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