Navigating Project Settings

General

The Project Number can be any combination of letters and/or numbers with a maximum of 12 characters.

Project Title.

The text that appears in the Title bar when using this project.

The Project Manager of the hosting company.

The Project Director of the hosting company.

Select the required time zone for the project, this is used to date and time stamp all transactions.

Select the Country and City the project is in.

Options for displaying an image on the Dashboard are limited to uploading a static image. If applicable, tick the option to hide the image on the Dashboard.

Enter the text to appear under Project Summary on the Dashboard.

Select the Days, Hours, Minutes for the frequency with which the system will send email notifications relating to each event type in InEight Document. For example, if you were to receive 10 InEight Document mail items over one hour you would receive one email notifying you of all 10 InEight Document mails.

The number of days after which users will be required to change their password.

Review days default is 12am to 11:59pm use this option to set a different cut-off time in 12 or 24 hour format.

Disclaimers

Enter a privacy message that will appear when users download documents from InEight Document.

Enter a disclaimer notice that will be shown to users at the point of first login to the project. This disclaimer must be agreed to by the user before they can proceed further. The disclaimer is shown across all devices and shown again to users if it is changed.

Contact Details

Contact Address Details for the InEight Document Project hosting company.

Partners

Select the primary companies on the project for the roles of Client, Architect, Prime Contractor, Engineering Consultant, and Quantity Surveyor (these values are for information only).

Miscellaneous

Used to indicate whether the project has been integrated with other externals systems such as Defect Inspector.

It is possible to define the default advanced search (filter) setting for all users for the mail module to show only mail that is dated within the last X days or since <date> when accessing the mail registers.

This option enables users / company administrators to create their own / company based custom views of the main InEight Document registers.

Enables attachments to be added to Mail, Transmittals and Packages (for example a scanned copy of a signed transmittal hardcopy).

Once the attachments total in mail, transmittals or packages exceeds the size specified, they are sent as links to External Contacts.

If enabled by InEight, this option enables comments against documents to be auto converted to an excel file and attached to a transmittal. This is part of the process of managing the review of documents by External Reviewers

Enter a caption for Published Reports.

Enter an abbreviation for Published Reports.

Choose what to display when using the folder view within the InEight Document registers.

Select the name of the person to appear as the project Administrator in the Useful Contacts widget on the Dashboard.

Enter any text in the Useful information box. This will also appear in the Useful Contacts widget on the Dashboard.

Mail

Used to enable the use of Blind Carbon Copies (BCC) by all users if required when generating mail.

This option enables a user with company access to mail to change the status of the mail of any user within the same company.

Tick this option to allow the creation of Private Live Mails.

Tick this option to enable unregistered mails to be edited prior to processing.

This option can be used to allow removing of allocated mail from Folders/Sections.

Select this option to display the sent mail details rather than return to the mail register after sending mail.

Use this option to control cancelling of mail. Options are to enable cancellation by Administrators, Company Users and or Senders.

This is the contract turn around period defined in number of days (deprecated functionality)

Document

The minimum Document Length field is for use when validating document uploads.

Default settings for use when sending comments at the end of the review. The options are Originator, Review Coordinator, Recipients.

This option if ticked means that reviewers who have already completed their review of a document will be notified if subsequent reviewers make comments. This will allow previous reviewers to view and respond to these additional comments via the Document Register.

This option allows any user able to view comments relating to a document to close out the comments of any other user in relation to the same document.

This option allows the user specified in the ‘Raised by’ comment to update comment attributes and close out the comment even if they were not the user who entered the comment.

This option if ticked enables responses to be added to comments that have been already closed-out.

Used to enable the ongoing red-lining of and commenting against documents by users with access to them once the review workflow for them is completed.

Used to enable or disable the ability for users to make comments or mark-up Un-Restrained documents.

This option enables the review coordinator to upload additional view files to a document as part of the Document Release process.

Used to disable the ability to redline markup during a review. By default, the option is not selected

This option enables the document originator to upload additional view files to a document that is currently restrained and awaiting workflow activation.

This option enables the transmittal of Rejected documents to any user. By default, the option is not selected, and such transmittals are restricted to be sent only to the Document Originator.

This option allows documents that are currently restrained to be transmitted to any user. If not selected, transmitting of restrained documents is limited to only users part of the workflow process.

If an un-restrained document is uploaded to an attributes that is not related to any Distribution Rule an automatic email notification will be sent to the Project Administrator.

If enabled, when a person is added to a distribution group, the Notify box will be ticked by default.

During the release of document this option will select all comments and redlines by default in the Document Release screen.

This option enables documents to be deleted even if they have been included on transmittals. We recommend enabling this option only when required.

This option enables the Primary and Additional Project Administrators to be able to change the details of documents in bulk.

This option enables the Primary and Additional Project Administrators to be able change details on superseded revisions.

When documents are deleted a notification can be sent to users, this setting sets the default.

Allows reviewers in a workflow to bypass remaining reviewers and go straight to the Review Coordinator as long as this option is enabled and ‘Can send to Review Coordinator bypassing other reviews’ is enabled in the Review Team defaults.

The Uploader is given the option to maintain the existing links to view files when the document is revised.

A reviewer can suggest a review status when completing the review process.

If Bluebeam integration is activated, this option will allow the Review Coordinator to edit any pdf files using Bluebeam within the Release wizard. Additional settings for this may need to be enabled by InEight.

This option shows a ‘Completed’ column with a tick box in the document release screen.

This option allows all users with document access to see the Current Document Review Status.

The Review Initiator can Release or Reject a restrained document without activating a workflow.

For Administrators and/or Other Document Uploaders to upload superseded revisions of documents this option needs to be enabled.

Select if access to documents uploaded as superseded is to be carried forward from the previous revision.

Once a restrained document has been uploaded choose ‘Prompt to start a review’ or ‘Prompt to transmit the restrained documents’.

By default, ‘Prompt to transmit restrained documents’ will be selected.

This can be used with a single or bulk upload, if this option is ticked metadata is automatically updated based on information pulled from a Document name

The value entered in this field will determine how long after the notification is sent the users can download the document from that email notification.

This is a default number of working days used to calculate the respond by date for transmittals based on the current date + number of days defined here.

Packages

Choose whether newly created packages are to be accessible to all company users or only selected company users.

It is also possible to prevent users modifying the security of a package at package level.

TenderDocs

Disables the Submissions tab within the Package Details screen until the Package Tender has been closed for bidding.

Enables Tenderers to upload additional documents to their submission even after they have marked their submission as complete.

Select which modules should be enabled in the TenderDocs portal.

Use this option to define whether the Submission originator is either the Project Administrator or the Package Creator.

Auto Numbering

This section is used to configure automatic number for any of: Document Numbers; Mail; Packages; or Transmittals.

• Personal Level: only the uploader/primary administrator is able to view the item.

• Company Level: Only the uploader or the company/primary administrator is able to view the item.

• Project Level: Anyone with access to the Gallery can view the item