Form Tab Options

In addition to Form details it is possible to use the tabs at the top of the Form screen to:

  • Establish Links between the Form and other InEight Document objects.

  • Allow Comments and discussion around the Form.

  • View the Review Status (i.e. who is currently responsible for updating the Form).

  • View the complete History of all actions and events in relation to the Form.

Links Tab

Form Links allow a user to link other InEight Document objects such as Mail, Documents, Transmittals, other Forms, and Packages to the Form. These links are also shown in the corresponding module (i.e. it is possible to see the Form in the mail thread should a Form have been linked to that piece of mail).

Links follow existing access rules. For example, if you do not have access to view a piece of mail in the Mail register (because you aren’t the sender or a recipient and you don’t have company access to that mail) then you do not see the link to this mail in the Form.

Links are displayed at the bottom of the form when exported to HTML or printed.

Comments Tab

The Comments tab captures informal discussions among Form participants. Comments can be made by all users with access to the Form (for action OR for information). When creating a comment, users can select which of the form participants are to be notified.

Review Status Tab

The Review Status window displays a history of reviewer actions (including the step during which the action was taken), number of days taken to review the Form, completion dates and the current recipient(s) reviewing the Form.

History Tab

The History tab displays a complete history of events and actions regarding the Form.

Every action (the download of attachments, editing of text, changing of Form Distribution and change of Status), will be recorded in the history. Form content edits will show both the before and after state.

The Form History can be filtered by date range of edits, company, Contact making changes or event type.

If a section is not visible on the Form for a given user, then the History for that section is hidden for that user.

You can use the Snapshot event to export a PDF of the form as it appeared at that time.