Associate documents overview

You can associate scope items and documents to support status and progress reporting on deliverables. Go to project > Engineering > Scope Items > Actions, and then click Associate documentsto open the Associate documents page.

In the Associate documents page, you can view the Mappings and Documents tabs.

Considerations

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

  • You must enable Document integration in Design > Settings > Engineering > Documents to access Associate documents.

  • You must have the required permissions in Engineering for document associations.

  • To view documents in InEight Document, you must have the applicable InEight Document permissions.