Create forms or mail in InEight Document

If a project is associated with Document, you can create a form or mail item from a payment form. Document saves the form or mail and creates a link in the Supporting documents tab.

Single-sign on is available for Contract to Document features, such as creating mail or a form. When you use one of these features, the Document sign-on page opens, and you can enter your credentials. This creates a sign-on token that lets you remain signed in until the session ends. The first time you sign in to Document, a black secondary window and the Document Home window also open. You can close these windows. Single sign-on is activated, and they are not shown again.

Creating forms or mail is initiated from the Actions menu. If Actions > Create document > Form or Mail is inactive, you can select the Settings (cogwheel) icon in the Actions menu to set up integration with Document.

Step by Step — Create a form in Document

You can create a Client RFI or Request For Information form in Document and add it to the Supporting documents for the payment form in a single procedure.

  1. From the Details page go to Actions > Create document, and then select Form.

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

    A sign-in token is created that lets you remain signed in to Document until the session ends. If this is the first time you are signing in to Document from Contract, a black secondary window and the Document Home window are shown. After you close these windows, single sign-on (SSO) to Document is activated, and they are not shown again.

  3. The Create new form dialog box opens. Select the form type, and then click Next. The Request for information window opens in Document.

  4. Complete the form, and then select the users for distribution of your form. A success message is shown and a link to the form is added to the Add supporting documents dialog box.

  5. Click Add to add the form as a supporting document.

Step by Step — Create mail in Document

You can create a mail item in Document and add it to the Supporting documents for the payment form in a single procedure.

  1. From the Details page go to Actions > Create document > Mail.

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

  3. The Create Document Mail dialog box opens. Select the mail type from the list defined in Document that are specific to the project's mail type, and then click Next.

  4. Optionally add an attachment. If you selected documents on the Supporting documents page before you started the action, they are automatically included.

    • To add an attachment from the Supporting documents tab, click Next. The Select documents dialog box opens. You can choose documents from the Supporting documents tab with the Document source My computer. After you attach the documents, click Create. The Mail module opens in Document with your attachments included.

    • To add an attachment in Document, click Create. The Mail module opens in Document. Click Attach files > Attach Documents, where you can search for the document. After you select a document, click Save.

    • To send mail without an attachment, click Create. The Mail module in Document opens.

  5. Enter information in the To and Subject fields. The other fields on the page are optional. Enter or update the fields as needed for the mail message, and then click Send. A summary page opens.

  6. Edit links and notes, if needed. The mail is added in Document.

  7. Close the Document window. You are then prompted to add the mail as a supporting document in Contract. The document type defaults to Correspondence but can be changed.

  8. Click Save to save the mail to the Supporting documents page.