Document Administration

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

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