Creating New InEight Document Transmittals

1. From the InEight Document tab click New Item or InEight Document New Item from the Home tab.

2. Select the Project, choose Transmittal then select the Transmittal type from the drop-down list. This opens the Transmittal compose screen as you would see it in InEight Document.

   

3. To add recipient(s), select the “To” and “CC” buttons or begin typing contacts names and select from suggested users.

4. Create and send Transmittal in the same way as if you were logged into InEight Document and using the normal Transmittal screen.

   

   • Recipient contact details are from the InEight Document Project Address Book and not from the Outlook Address Book.

   • Use the Open Item in InEight Document button to open a transmittal from within Outlook with all the formatting and fields you would see if you were in InEight Document.

   • To manage the Synchronization of Transmittal information between InEight Document and Outlook use the Enable Transmittals option from within the Manage Projects window. A subfolder for Transmittals is created under the Project folder in Outlook.