The InEight Document module is used to control and streamline the process of managing the storage and distribution of project documents.

The basic steps in the Document management process are:

1. Documents are uploaded to InEight Document by the originating company.

2. Document Uploads are validated and posted to the document register.

3. If the uploaded documents are un-restrained (not requiring a review workflow):

   • The documents are displayed on the document register with the review status of ‘Un-Restrained’.
   • Notifications are sent to users by email based on a distribution matrix (for new documents) and/or an access list (for revised documents).
   • Receivers of notifications can download the document from the email or from within InEight Document

4. If the uploaded documents are restrained (requiring a review workflow):

• The documents are added to the document register as ‘Awaiting Review/Release’.
• A review workflow is activated and conducted.
• Once the reviews are completed, the review coordinator applies a review status which either releases or rejects the document.
• Users based on the distribution matrix and/or access list are notified about the released documents.
• If the documents are rejected, the originator is notified.
• Documents in the Document Register can be transmitted to users or grouped into packages and tender process