To create a Folder structure

  1. From any mail or document register, open the Folder pane.

  2. Right click on any existing folder and select New.

  3. Enter the Folder ID, Title and choose for the Folder to bePersonal, Company or Project, click Save.

  4. Repeat additional folders / sections. All “folders” under the top level are referred to as Sections in InEight Document.

  • With , users on the project can add to these Folders and all users on the project can get access to these Folders to view their contents. Limits are still in place to what they or their company has access to.

  • use is restricted to only users belonging to the company that created them. Access limits still exist, for eg a user with only personal mail access can see only personal mail filed.

  • To copy a complete branch of the Folder tree structure right click and select Copy at the top node then navigate and right click on the Folder you want to copy to and select Paste. You will be prompted to enter the ID of the top node in new branch.

  • Rename and delete folders using the right click options.

  • There is no limit to the number of levels in the Folder/Section tree structure.

  • Custom fields can be added to the folder structure in addition to the ID and Title. Contact InEight for more information on this.