Attachment Management

The InEight Completions product is highly customizable per your specific project requirements. Tab order and its functionality may differ than what is shown.

Upload Attachments

Aside from signing phases, answering checklists, and creating/updating issues, users working in the Completions application can also add and link attachments.

Attachments can be added to any module based on your permission level, using a Cx Item as an example below. They can be added in the same manner to a Phase, an Issue, Inspection and a Checklist.

Step by Step — Add an Attachment

  1. Starting from the desired Cx Item, Phase, Issues, Inspection or Checklist, click the Attachments button.
  2. Click the Add Attachment button.
  3. Select the image from the desired folder or location.
  4. Click Open.
    • A new pop-up window reflects the import

      • .

  5. Click OK.
    • The attachment now appears in the Attachment pop-up, along with additional data about the attachment and the email of the individual that uploaded the attachment

    • Additionally, you can now view the attachment by clicking the View button

You can also select multiple images to bring in at once, resulting in multiple attachments being linked.

To remove an image, right-click on the attachment record within the Attachment(s) Linked to Checklist pop-up window.

 

The following Step-By-Step outlines the process for adding a file from the archive library.

Step by Step — Add a File from the Archive Library

  1. Starting from the desired Cx Item, Phase, Issues, Inspection or Checklist, click the Attachments button.
  2. Select the File From Archive Library button.
  3. Navigate to your preferred folder, either using the folder structure on the left or by clicking through each folder on the right.
  4. Select an image(s).
  5. Click on the Link Select Item(s) icon.
  6. Click on the Yes button to confirm linkage of the attachment(s).

As a result, the linked image is now shown as an attachment.