InEight Document controls who can upload documents to the system by a flexible system of Document Rules. Upload Rules are defined in terms of key document attributes and companies are allocated to one or more rule sets meaning that they can only upload documents that conform to the rules of the rule set they have been assigned to.

To Define Document Upload Rules:

1. Click Admin then Manage Document Rules.

   

2. Select the Rule Type as Upload.

   

3. Click New to add a new Upload Rule.

4. Enter a Title (e.g. “Upload of Electrical and Fire Drawings”).

   

5. The rules for who can upload documents for this Upload Group are controlled using any of four key document attributes which are: Status; Discipline; Category; and/or Type. Any indicates any value is visible or individual items can be selected.

6. At the Details tab, tick the attribute boxes as required to define the required attributes for this Upload Rule.

7. Click on the Allocations tab.

   

8. Assign the required companies to the Upload Rule by using Add Companies and moving them from the left hand pane to the right hand pane. Alternatively use Add Users or Add Departments.

9. Click Save then Close.