Acknowledgements

InEight Document tracks and maintains a history of every transmittal sent and every document downloaded by recipients from transmittals. The system also tracks and maintains a history of transmittal acknowledgements and responses.

Historically, a Transmittal Acknowledgement is a signed copy of a transmittal returned by the recipient to the originator of the transmittal to acknowledge receipt of the transmittal and the drawings or documents it contains.

Within InEight Document, however, acknowledgements are updated automatically if the recipient chooses to send an acknowledgement as prompted when downloading the documents from the transmittal. If they click Yes to this prompt the transmittal will be updated at a recipient level as acknowledged automatically.

Transmittal acknowledgements can also be updated manually via the Transmittal – Sent Items register at either a Transmittal or Recipient level.

To update acknowledgements manually:

  1. From the left menu click Transmittals then Sent Items.

  2. Double click on the transmittal number to open the detailed view.

  1. To view a list of documents on a transmittal, click on the Documents tab.

  1. To update the Acknowledgement and/or Response Date at a Transmittal level, at the Message tab enter the dates in the fields provided at the bottom of the screen.

    To update the Acknowledgement and/or Response Date at a Recipient level, click on the Recipients tab and enter the dates in the fields provided against each recipient as required.

  • To download documents, from the transmittal in the detailed view, click on the Documents tab then select the documents to download, from More select Download.

  • On some projects it is possible to bulk print the view files related to the transmittal from the documents tab. This feature must be enabled by InEight – contact your account manager.

  • Users with Company or Department Level access to transmittals and Send access to the transmittal type can update the Acknowledgement or Response received dates; Cancel a Transmittal; and/or Resend a transmittal on behalf of other users in the same Company or Department.

  • If a user is not the recipient or sender of a transmittal, while with company access to transmittals they may be able to view the transmittal, normally they cannot download the documents on the transmittal unless they already have access via other means.