Accessing Configuration Tables

Throughout InEight Document there are attributes that can be assigned to mail, documents, transmittals, packages, etc from drop down lists.

The values in the drop down lists are defined on a per project basis via the InEight Document configuration tables.

To access the configuration tables:

1. Click Admin, then Configuration Tables.

   

2. Use the drop-down list in the top right-hand corner of the screen to select a configuration table.

   

3. From the toolbar create, delete records or edit existing records.

Field	Description
Documents
Areas	Additional classification eg sections of a plant or stages of a road project
Categories	Can be used to further classify a drawing type in the system and are part of the upload rule
Disciplines	Disciplines are mandatory, they are part of the upload rule, distribution of documents; trigger a workflow and determining Review Teams.
Locations	Typically, the physical delimiters on a project
Status Codes	A mandatory field used to reflect where the document is in its life cycle. The Status can also be used as an element in the upload rule.
Types	An additional classification for documents and are part of the upload rule
Mail
Areas	This Field can also be used in Mail to be used in Search Filters
Disciplines	This Field can also be used in Mail to be used in Search Filters
Locations	This Field can also be used in Mail to be used in Search Filters
Mail Status Codes	This status can assist when managing large volumes, the status is applied when creating or responding to mail.
Address Book
Contact Title	Used when adding names to the address book eg Mr.
Trade	Used to categorize companies, companies can be allocated to more than one trade