Accessing Configuration Tables
Throughout InEight Document there are attributes that can be assigned to mail, documents, transmittals, packages and other menus from drop-down menus.
The values in the drop-menus are defined on a per project basis via the InEight Document configuration tables.
Step by Step — Access configuration tables
Summary: You can access all configuration tables from the Administration area.
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Click the Settings icon, and then select Admin.
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Select Configuration tables and select the module from the drop-down menu.
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Select the configuration table from the Field drop-down menu.
What's next: You can now perform these tasks:
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To add a new configuration table, click the Add icon.
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To edit a configuration table, click the link in the Area field.
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To activate one or more configuration tables, select them, and then select Make Active from the Actions menu.
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To deactivate one or more configuration tables, select them, and then select Make inactive from the Actions menu.
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To delete one or more configuration tables, select them, and then select Delete from the Actions menu.
See the tables below for a list of configuration settings.
Documents
|
Field |
Description |
|---|---|
|
Areas |
Used for additional classifications. For example, stages of a road project. |
|
Categories |
Used to further classify a drawing type in the system and is part of the upload rule. |
|
Disciplines |
Disciplines are mandatory. They are part of the upload rule, distribution of documents, triggering a workflow and determining review teams. |
|
Locations |
The physical delimiters on a project. |
|
Status Codes |
A mandatory field used to indicate where the document is in its life cycle. The status can also be used as an element in the upload rule. |
|
Types |
An additional classification for documents that is part of the upload rule. |
|
Field |
Description |
|---|---|
|
Areas |
This field can also be used in mail as a search filter. |
|
Disciplines |
This field can also be used in mail as a search filter. |
|
Locations |
This field can also be used in mail as a search filter. |
|
Mail Status Codes |
This status can assist when managing large volumes of mail. The status is applied when creating or responding to mail. |
Address Book
|
Field |
Description |
|---|---|
|
Contact Title |
Used when adding names to the address book. For example, Mr. |
|
Trade |
Used to categorize companies. Companies can be allocated to more than one trade. |
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You can delete existing configuration tables by clicking Actions and selecting Delete.
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Use the module drop down list (default value is All) to select the configuration tables related to a single module only.
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It is possible to make configuration table values inactive if they are no longer required by selecting the Make inactive check box.
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Configuration table values can be exported to Microsoft Excel by clicking the export icon.