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External Contacts are contacts that need to be sent mail or documents, however, there is no requirement for them to log into InEight Document as a User.
External Contacts are setup under Contacts in the same way as users of InEight Document. They are then indicated as being External Contacts by ticking the External contact box from the user creation details window.
The following differences apply to External Contacts:
Mail sent to an external contact is received as an email rather than receiving an email notification about mail.
A copy of all mail sent to an external contact is maintained in the Inbox of the contact in case they change from an external contact to an InEight Document User.
If an external contact replies directly to a mail received from InEight Document, the mail is routed back into the InEight Document project Unregistered mail box for processing.
All other notifications generated by InEight Document such as Transmittals operate normally for external contacts.
If an External contact is changed to an InEight Document user they will see all mail and transmittals sent to them as though they had been an InEight Document user from the beginning.
Use the Make External option from the More button to make multiple selected contacts External in one go.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information