Addendums to Packages

During the phase of a standard package it may be necessary to:

1. Issue additional documents.

2. Issue revisions of existing documents.

3. Remove documents from the package.

This is managed using Addendums. Addendums relating to new or revised documents can only be issued once the new or revised documents are uploaded to InEight Document and released in the normal way and allocated to the Package.

To create an addendum to a package:

1. Open the Standard Package from the Sent Items.

   

2. Click on the Documents tab and then Add to select the documents to add to the Standard Package (which may be New or Revised Documents).

   

3. Enter search criteria to assist in locating the documents and click Search.

   

4. At the Add Documents window, use the New (Documents not already in the package), Revised (Revised versions of Documents that are already in the package), and Superseded (Superseded versions of documents in the package) options to assist with the search process.

   

5. Select the documents to be added to the Standard Package and click OK. You will be prompted to send out the Addendum.

   

6. If No is selected use the Generate Addendum button within the package details window later to send the addendum.

7. When sending an Addendum enter a Subject, the Reason for the issue of the addendum and the Message that will appear on the addendum notification.

   

8. The recipient will be asked to acknowledge receipt of the Addendum prior to being able to download the addendum documents.

9. Click Send.