Processing Vendor Documents

VIDEO | Processing Vendor Documents

The Holding Area is separate to the standard Document Register in InEight Document, requiring documents to undergo a Quality Check prior to being added to the Document Register.

Documents uploaded to InEight Document by the Vendor, will be automatically sent to the Holding Area. The documents can be processed by doing the following:

  1. Select the Documents that you’d like to process using the Check Box on the left-hand side.

  1. Click Process Documents.

  1. Update the Metadata for the Documents as required.

  2. For any documents that have not been linked to a Deliverable Line Item click Link Deliverable Items and select which Deliverable Line Item each document should relate to.

  3. Click Validate to ensure there are no errors.

  4. Click Process to finalize the processing of the documents and adding them to the Document Register.

  1. When processing documents, the Received Date for the document can be updated. This will be updated against the documents in bulk and reflected within the Vendor Data Register.

  • Documents within the Holding Area can only be transmitted once.

  • It is possible to verify that the PDF file is Encrypted or not in the Holding Area by checking the Encrypted PDF column in the register, or in the PDF Document Properties.

To enable the Holding Area, please contact InEight Support.

Reject documents from Holding Area

You can reject a document from the holding area when you do not want it to be transmitted to its destination without further consideration.

  1. From the Holding Area register, select one or more documents to reject.

  2. Go to More > Reject Documents. The Reject Document dialog box opens.

  3. Select a reason from the Reason drop-down list for one of the selected documents.

  4. If you selected Other - OTHER as the reason, you must enter reason text in the Reason text field. If you selected a different reason, the field is automatically filled.

  5. If you have multiple documents and you want to use the same reason and reason text for all of them, select the Apply first reason to all remaining rejected documents check box. If you want to use different reasons or reason text, repeat steps 3 and 4 for the remaining documents.

  6. If you do not want to notify users with access to the documents about the rejection, deselect the Notify the users with access to the above documents about the rejection check box.

  7. Click Save.