Terminology

This drop down field provides a list of existing projects to choose from. Project-specific selections in the remainder of this form will then be updated based on the project selected, but can be manually updated as required.

The Project No as it will appear in InEight Document. This is limited to 10 alpha-numeric characters. There must be no spaces and no special characters. The project number should not be in use by other existing projects.

The Project Title as it will appear in InEight Document. It is best if this is limited to no more than 50 characters.

The name of the host company as listed in InEight Document.

Time zone of the host company.

This is the contact name of the Primary Administrator for the project as listed in InEight Document.

Enter a privacy message that will appear when users download documents from InEight Document.

Select the Days, Hours, Minutes for the frequency with which the system will send email notifications relating to each event type in InEight Document. For example, if set to 30 minutes, then if 20 Documents are uploaded to InEight Document and these documents are released immediately, each recipient on the distribution matrix will receive one notification listing 20 documents rather than 20 notifications of one document each.

The Document Download Expires in X Day(s) field is for use when sending email notifications to users to notify them of a new document. The value entered in this field will determine how long after the notification is created the users can download the document from that email notification.

This is a default number of working days used to calculate the respond by date for transmittals based on the current date + number of days defined here.

The project will be linked to the nominated Global Address Book.

This is a number of days after which users will be required to change their password.

Enables the TenderDocs5 feature

Enables content searches within mail attachments and document view files.

Use this option to select the base customisation template package to deploy if relevant.

The minimum Document Length accepted when validating document uploads.

Select whether drop down captions appear as Code then Title (e.g. AR – Architecture) or Title then Code (e.g. Architecture – AR).

Default settings for use when commenting on controlled documents from within the document register. The options are Originator, Review Coordinator, Recipients.

Used to set that outstanding comments against a document (not closed out) are automatically carried forward to the next revision of the document.

Used to enable the ongoing red-lining of and commenting against documents by users with access to them once the review workflow for them is completed.

Enabling this feature allows the approver of a document workflow to upload a view file at the conclusion of a document review process.

By default the Primary Administrator has access to all Documents Uploaded into the project, however, this feature can be disabled by selecting this option.

This allows documents to have both revisions and versions (e.g. A.01, A.02 etc)

Enables the option under company screen to give other users access to documents transmitted to their company.

This removes the default option of checked out documents not shown as the latest.

Specify the Email In address. This is an integrated email service for InEight Document which enables incoming emails sent to a standard email address to be routed directly into InEight Document and processed via Unregistered Mail.

This enables the Vendor Data Module.

This enables the Operations & Manuals Module.

This enables the Checklists Module.

This enables the Defects Module.

This enables the Lots Module.

This enables the Gallery Module.

Enabling this feature allows the user to specify which Company Id prefix the Admin company will be known by. (Typically this is the Company Id).