October 2016 – Oh, What Our Clients Do with Spitfire
Have you ever wondered how other Spitfire clients use the Spitfire system? What unique functionality they’ve set up? This…
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Tag Archive: Workflow
May 2016 – 5 Advantages to Using a Template Project
Join us to learn how to create and use a Template Project! A Template Project is a great way to…
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April 2016 – Workflows to Hit the Ground Running
Join us for this informative webinar. In this session: Start with your estimate in an Excel workbook and use it…
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December 2015 – Wow! What our Customers Do with Spitfire
Join us for this special client-show-and-tell webinar. In this session: “filtered” Project Lookup SOV process that is built by…
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KBA-01607: Creating a Document via a URL
Question: Can I create a document via a URL? Answer: Yes. Although the user must be logged in (otherwise they…
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May 2015: Automation: Workflow and NextDocFlow
In this webinar, we cover the following topics: Rule Based Automation: AutoAttach NextDocStatus NextDocFlow Workflow Script Basics Workflow Script Library…
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KBA-01469: Create supplemental doc for Pay Request Compliance Items
Problem: Pay Requests documents close once approved. If Compliance Items need to be attached or edited after approval, the Pay…
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KBA-01387: Getting the most out of Bid Packages and the Competitive Bid Workflow
Summary: The Bid Package document can be considered a ‘wrapper‘ used to create a set of RFQ documents. Each RFQ should contain…
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