What's Up Doc?
This contains all project documents that have been uploaded by companies on the project. Only the latest released revisions of documents are visible by default.
Document Register
To create InEight Mail: Click this button.
New
The documents being transmitted must already be in here.
Document Register
When entering/uploading documents to the system, the use of automatic numbering rather than manual entry is trigged by the entry of this text in the document number field.
AUTO
The XL-Upload application can be downloaded from here within InEight Document.
Help -> Additional Applications
This is a predefined list of contacts that can be used as a standard distribution when creating outgoing mail.
Contact Group
This screen enables structured and intelligent searching via any of the key data fields relating to the Transmittal folder you are currently using.
Advanced Transmittal Search
The minimum setting to make a contact a user of InEight Document is adding to a _____.
Security Group
An incorrect view file can be replaced or removed using this option.
Replace/Remove View Files
Mail threads can be accessed by clicking on this icon.
Chain link
If one or more of the documents on the transmittal being duplicated have been superseded, the user will be prompted to choose between sending this or this revision of documents.
latest / superseded
Throughout InEight Document there are attributes that can be assigned to mail, documents, transmittals, packages, etc from drop down lists.
The values in the drop down lists are defined on a per project basis via here.
InEight Document configuration tables
What is a BIM?
BUILDING INFORMATION MODEL
This can be used to automate both the creation of folders and the filing of mail in within those folders based on key metadata assigned to each mail item.
Dynamic Folders
Transmittals can only be cancelled by the user who _____ or other users within _____ based on access settings.
created them - same company/department
This is triggered from the Status assigned to the document. This then determines if there is a requirement for a document to be reviewed.
Review (Y/N)
The InEight Document Reviewer (or relevant person) transmits to the external party the set of documents to be commented on and ticks this option at the bottom of the transmittal screen.
Attach Comment Spreadsheet to Transmittal
If the Favorites icon column is not already displayed in your mail register view it can be added via this option.
More -> Register View -> Customize
How do you control the way recipients can respond to Transmittals?
Configure Transmittal Workflow
This is a pre-defined group of InEight Document users. Reviews by this group must always be manually activated.
Free Form review team