Transferring Documents between Projects

To transfer documents between InEight Document projects you can download from one project and upload to another or send an InEight Document transmittal from one project to be processed as an incoming transmittal in another project via Unregistered Mail.

To transfer documents between projects using a transmittal:

1. Create a User (User X) in project A with their email address as the project Email-In address for Project B.

2. In Project A create a Transmittal to User X containing the documents to be transferred.

3. In Project B locate the transmittal in the Un-registered mail module.

4. In the transmittal creation screen, click More then choose Process Transmittal as Documents.

5. The system validates the contents of the transmittal and launches the Bulk Upload Wizard. The details will be a combination of the transmittal details and a lookup of the relevant metadata for each document from Project A.

6. Complete the Bulk Upload Wizard process as normal.

The transmittal being received needs to originate from InEight Document and be of the type “Latest Documents” or “Latest Revised Documents”.