Documents

Document integration

To associate documents from Document with scope items, you must do the following:

Set up the project in InEight Platform > Suite Administration > Application integrations.

Under project settings, on the Engineering > Documents tab, set the Enable Document integration toggle to On.

When Document integration is set to On, the Document Types and Selected Document Types grids show at the bottom of the page. The grids are where you can manage the document types. The Associate documents action is also made available in the Engineering > Scope Items > Actions drop-down menu.

To sync documents with Document, click Full document refresh or Delta document refresh. You can view the last date and time the data was refreshed.

Document types

The Document Types grid shows all available document types from the mapped Document project. You can select which document types from the Document register are shown in the Associate documents page when associating documents to scope items.

Selected Document Types

The Selected Document Types grid shows the document types to be synced to Document. Document types that have an active association cannot be removed unless you remove their associations.

To add a document type, select it from the Document Types list, and then click Move right. To remove a document type, select it from the Selected Document Types list, and then click Move left.

Associate documents

You can associate documents by:

Navigating to Scope items > Actions > Associate documents, and then selecting the Mapping tab to manually map individual scope items, or use the Auto map feature to map in bulk.

The Document section of the scope item slide-out panel.

Using the scope item’s template to import document associations.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform, a role with the applicable permissions in Engineering, and applicable permissions in InEight Document.