Skip to contentSkip to content
Spitfire Client Services

Spitfire Client Services

  • Support
    • KBA
    • Downloads
      • Implementation – Getting Started
      • Implementation – Templates
    • Training
  • Documentation
    • Focus Guides/TWP
    • What’s New in Spitfire
    • System Requirements
  • Newsletter Articles
  • Webinars
  • Video Library

VID-C027: How to Create and Attach a File from a Template

Spitfire Client Services >> Videos (Quick, Basic Q&A)>> VID-C027: How to Create and Attach a File from a Template
June 27, 2017June 27, 2017| Soni YorkSoni York|
Categories:
  • Videos (Quick, Basic Q&A)

Question:

  • How can I create a file from a Microsoft Word or Excel template and attach it to my document?

Video recorded on V2016

Keywords: automatic file,

Tags: Files, Templates

Post navigation

PREVIOUS Previous post: KBA-01695: The Backspace Key and sfPMS
NEXT Next post: SOV – Supplemental Workbooks

Related Post

VID-C017: Renaming Files and Adding/Viewing File NotesVID-C017: Renaming Files and Adding/Viewing File Notes

Questions: See Also: Video recorded on V2016 Keywords: how do I rename a file

Read MoreRead More

VID-C009: Removing Documents from your Home InboxVID-C009: Removing Documents from your Home Inbox

Questions: See Also:   Video recorded on V2016 Keywords: get document out of Inbox, remove doc, action bar

Read MoreRead More

VID-C023: Understanding Predefined RoutesVID-C023: Understanding Predefined Routes

Questions: Video recorded on V2016 Keywords: route names that just appear, manage route names, automatic route list,

Read MoreRead More
  • KBA-01872: What The Response Time Metric Bar Means
  • KBA-01873: Mailbox Full Quota Exceeded
  • KBA-01871: Creating Connected Documents from a Document
  • KBA-01870: Using the Project Lookup
  • KBA-01869: How to Find Roles with Specific Capabilities & Sub-roles
  • Client Webinars
  • Documentation
  • Knowledge Base
  • Newsletter Articles
  • Rules
  • Spitfire Reports
  • Training
  • Uncategorized
  • Videos (Power UX)
  • Videos (Quick, Basic Q&A)
  • What's New
  • Workflow Scripting

Meta

  • Log in

Spitfire Management, LLC
5219 Monticello Avenue #5444
Williamsburg, VA 23188

VW Machine Learning WordPress Theme Copyright 2025 Spitfire Management, LLC. All rights reserved.

Scroll Up