Documents

You can associate InEight Document documents and scope items by enabling Document integration. Document integration can be enabled on the project’s settings > Engineering > Documents tab.

When Document integration is enabled, the Document Types grids are shown. This is where you can select the document types.

The Associate documents action is also made available in Engineering > Scope Items > Actions drop-down.

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

• To enable Document integration, you must first setup the project in InEight Platform > Suite Administration > Application integrations.

• You must have the appropriate permissions to enable Document integration.