Submitting Vendor Documents

Vendor Documents are submitted in the same way all other documents are uploaded in InEight Document.

More information on the process to upload Documents to InEight Document can be found in the InEight Document – General User training manual.

The options are:

• Single Document upload

• Bulk Upload

• XL-Upload.

If Vendor documents are uploaded using Single Document Upload (or accessed after upload is complete from within the Document Register), they can be linked to one or more Deliverable Line Items as follows:

1. From the document details window, select More, then Link Items.

2. Within the “Select the Work Items” window, click the Add button and select Deliverables.

   

3. At the Link Deliverable Line Item window select the Contract Number and Item ID and then select one or more Deliverable Line Items to link to the document.

If using XL-Upload (with the Vendor Data module enabled), when the Deliverable Line Items cell is selected, it brings up a selection window as shown below. The Deliverable Line Items that each document relates to can be defined within the XL-Upload work sheet by entering them as a comma separated list into the Deliverable Line Items column. They will be validated in the normal way. Note that this column will not show if the project does not have the Vendor Data module enabled or the user does not have access to this module.