Creating Companies

Add a new company.

The company configuration uses the Document Access fields on the New Company Details page to define access to the document register.

1. From the Module menu, click Address book, and then select Companies. The Companies register opens.
   

2. Click the Add icon...
   

3. Fill in the details on the Detail tab, and then click Save..

   

   Field	Description
   Company	The company name.
   Company ID*	The company ID you assign is used throughout the InEight Document system. As a best practice, it is recommended to document a procedure for this process prior to assigning company IDs. This ID is used in numbering schemes for items such as mail, transmittals, and forms, so it is worth considering the most suitable ID to be used.
   Company Type*	The type of company.
   Business Reg. No.:	The business registration number for the company.
   Address Details	Enter the Address Details for the Company which include: Address Line 1, Address Line 2, City, State, Postcode, and Country, Phone, Fax, and Website.   The address details entered for the company are used as the default address for any contacts created within the company.
   Logo	The logo file for use on Mail, Transmittals, Forms, and Reports, and other communication.

4. Fill in the information on the Options tab, and then click Save.

   

   Field	Description
   Company Administrator	Selected Company Administrator. This user has the ability to undertake specific administration tasks for the company, such as creating and managing users.
   Force users to file mail in folders	Enforces the filing of mail into folders for users in this company. The options are Never, Prompt, or Always.
   Allow removing allocated mails from Folders.	Controls whether users can remove mails from Folders once they have been filed.
   Enable Personal Unregistered Mailboxes	Activates the Personal Unregistered Mailbox for this company.
   Upload to other company documents	Enables the company to upload revisions of documents when they are not in the original uploading company. Occasionally, a company might need to revise documents that were originally uploaded by another company, for example, to supersede Revision A with Revision B, where that company did not upload Revision A. If this option is enabled, a company can supersede documents in the above scenario if they have access to the document.
   Allow uploading documents on behalf of other companies.	This option enables this company to upload documents on behalf of other companies. If the Upload to other company documents check box in your company's options is selected, you can specify the company using the following fields in the document details screen: Sender Company – specifying the company Sender. Specifying the user in that company
   Send confirmation to sender when processing unregistered mails.	Deselect this box to stop the sending of notifications from InEight Document to the senders of unregistered mails (Fax-In and Email-In).
   Only the Company Administrator can create/manage users within this company	Prevents the Primary or Additional Project Administrators or other users belonging to this company from creating additional users within this company. This option is disabled by default. To enable it, contact InEight customer support at support@ineight.com.
   Allow company administrator to create contacts in other companies	Enables company administrators to create contacts in companies other than their own. This option can only be enabled by InEight. To enable it, contact InEight customer support at support@ineight.com.
   Allow user custom register views	Enables users to create their own custom views of the main InEight Document registers.
   Enforce two-factor authentication for all company users	Enforces two-factor authentication for all users in the company. When single sign-on is enabled for the company, this field is disabled.

5. Fill in the information on the Document Access tab.

   

   Field	Description
   In Document Register	The documents that are shown in the Documents register for all users on this project. Choices are as follows: Show document list users have access to - Allows users in that company to only see documents listed that they have access to. This is the recommended setting Show document list users have access to or uploaded by their company - Allows all users in a company to see any document in the register that has been uploaded by any user in their company. Show entire document list - Allows users to see the entire list project document list. These options affect only the view in the details in the Documents register. They do not change a person’s access.
   Provide users access to documents uploaded by their company	Automatically gives access to all users in a company to any documents uploaded by any user at the company.
   Provide users access to documents received via transmittal	Automatically grants access to documents to specific users or all users when they are received via transmittal by user groups within the company. When selected, you can specify users for the Transmittals received by and Provide access to sections. Transmittals received by – Select the users (All or Selected users) that will receive transmittals and then grant document access to other users within the company. Provide access to – Select the users (All or Selected users) who will gain access to the documents received via the transmittals defined above. If you selected All users, you can select the Including new users check box to allow new users in the company to gain access as they are set up.

4. Click Save.