Adding Standard Package Documents

Documents must already exist in the Document Register and be released or un-restrained before they can be added to a standard package.

To add documents to a package:

  1. Open the Standard Package from the Drafts Folder.

  2. Click on the Documents tab.

  3. Click the Add button, apply any search conditions as required and click Search.

  4. Select the documents to be added to the package, if there are multiple formats available for the document, select the required formats to include.

  5. Click the OK button then OK again when prompted.

  6. Repeat to add additional documents.

  • Only documents a user has access to can be added to a Package.

  • When viewing the details relating to a Package, use the Customize option available from More, Register View to customize the columns displayed at both the Documents and Recipients registers.

  • When viewing the list of documents within a Package, use the link icon to view any linked items associated with a document.

  • To Export a list of the documents within a Package go to the Documents tab, Export,Excel.

  • A hyperlink to a package can be sent to another user to take them directly to the package. Right click on a package and select Generate Package Hyperlink. Choose Copy to Clipboard, paste and send as required. The recipient must have access to Packages and will be prompted for their login details if they do not already have an open session in InEight Document.