Upload a document to InEight Document

You can upload a saved supporting document to InEight Document from Contract, so you do not have to load it in Document, and then link it back in Contract.

Step by Step — Upload a document to Document

Upload a supporting document to Document when you want to take advantage of Document's organization and versioning features.

Only documents with the document source My computer can be uploaded.

  1. From the Supporting documents register, select a document with the document source My computer, and the click the Upload icon.

  2. If you are not already signed into InEight Document, use your credentials to sign in to InEight Document.

    The Upload window in the Documents module of Document opens with the document you selected in Contract already attached.

  3. If you want to add more documents, you can add them at this time.

  4. Click Save and Transmit. The document is now saved in the Document Documents module.

  5. Close the Document window. Contract shows the Edit supporting document dialog box. The file link is replaced with the document link form Document.

  6. Click Save. The Supporting documents register refreshes with the file link to the Documents module. The Document source is replaced with InEight Document, and the External document type and status are now populated.