Manage the communication matrix

InEight Document helps companies communicate during a project. Often, there are certain companies that do not need to be able to communicate with the entire project team. The communication matrix lets you control communications among companies on a project at the company level. This feature is available for mail, transmittals, forms, packages, checklists, and using the eSignature integration.

The communication matrix is part of the administration configuration (Settings > Admin > Communication matrix). For each company in the project, you can use the communication matrix to grant access to the companies to which it can send mail and transmit documents. You can give access to all companies or selected companies. A company always has access to its own company.

In the following example, the company ABC has been given access to Houston Contracting only.

When a contact at ABC sends mail or a transmittal, only contacts from ABC and Houston Contracting show in the Select recipients dialog box.

Set up the communication matrix for a company

Summary: Use the communication matrix when you want to limit the communication access a company has to other companies on the project.

Considerations: You must be a project administrator to edit the communication matrix. Removing companies from a communication matrix might impact ongoing functions available to the company. Impacts include drafts of emails or transmissions or notifications of future revisions.

Changes made to the communication matrix apply to new items going forward.

  1. From the communication matrix page (Administration > Communication matrix), select the company that you want to configure communication access. Companies that show in the Select a company list in boldface type are already restricted.

  2. Indicate whether you want the company to be able to communicate with all companies or selected companies.

    • If you want the company to have communication access, select All, and then click Save. No further configuration is necessary.

    • If you want to restrict the company's communication access, select Selected companies, and then continue with step 3.

  3. Select the companies in the left side panel that you want contacts in the company to be able to communicate with, and then click the arrow to move them to the Available Companies panel on the right side.

  4. Click Save. A dialog box prompts you to inform contacts at the restricted company of this change.

  5. Select the contacts you want to inform, and then click Save. The selected parties receive an email notification that lists the companies that have been removed and any impacts. You are returned to the Communication matrix page.

  6. Click Save on the Communication matrix page.

Communication matrix history

Document maintains a history of all changes to the communication matrix. To view a history of changes, expand the Actions menu, and then select History. The Communication matrix history page opens.

You can click View more in the description column to see a description of a change. Click Download file to download a file that lists all companies that were available at the time of the change.