Documents

You can integrate documents from InEight Document with scope items for your project in Settings > Engineering > Documents.

To associate documents from Document with scope items, set the Enable Document integration toggle to On. To enable Document integration, you must first setup the project in InEight Platform > Suite Administration > Application integrations.

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

Document types

The Document Types grid shows all available document types from Document. Click Refresh document types to sync them from Document. 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. 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 in project > Engineering > Scope Items > Actions > Associate documents page. For more information about associating documents, see Associate documents.

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.