The qTeam Alias for Bookmark TemplatesThe 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 Microsoft Word templates. The qTeam alias allows you to include

KBA-01797: Converting Via Excel Templates to Bi-Directional TemplatesKBA-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 Commitments and to maybe edit those Items in Excel also,

KBA-01768: Why an Attachment (Auto) Template Doesn’t AttachKBA-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), you may open a newly created document of the appropriate

April 2018 – Taking Advantage of TemplatesApril 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 with some templates during implementation, but do you know how

The Templates ToolThe Templates Tool

The Templates tool allows you to upload various types of templates into Spitfire’s Template Library for use throughout the system. Considerations for Templates Before uploading templates into the Template Library,

The Templates PartThe Templates Part

When you select the Templates tool, the corresponding part appears: Columns Doc Type The document type for which this template is available. A blank Doc Type indicates the template is

Uploading TemplatesUploading Templates

To upload a template: In Manage | Templates, click Add a row. In Doc Type, select the type for the template. If no Doc Type is necessary, select the blank

Attached File from Template FeatureAttached 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 and included, if appropriate, in the output that gets routed.

Create from AttachmentCreate from Attachment

If a Doc Type has at least one Attachment template (in the template library), the Attach from Template icon appears on that document’s Attachment tab. This icon allows you to