Home Page Overview

The new InEight Document Enhanced User Interface updates include dashboard and navigation improvements, new filter features, a new Document Register view, and an overall streamlined design.

You can change the password that you use to log into InEight Document by going to the User Preferences area on the top right hand of the dashboard. Click the Profile icon, and then select Change password.

If you’re working on several projects, you might have more than one set of login credentials. The login profile feature combines all your credentials under a single profile account. It allows you to log in to all your projects with one email address and password. Click the Profile icon and select Manage login profile, then fill in your details and click Save.

Single Sign-On allows you to log into and access InEight Document with the same credentials as those used when logging into your computer or organization network.

From the Module Menu, hover over Address book, and then select Contacts. The address book in Document is project specific and is structured in three levels:

• Contacts.

• Companies.

• Company types

The Dashboard is made up of tiles that show you project information from each module. You can also adjust the size of the tiles, reorder them or add/remove them.

• Click the tile icon in the top left corner of the screen to show a list of modules you can add.

• To change the order of Dashboard tiles, click the heading bar to drag and drop the tile where you want to move it.

• To re-size Dashboard tiles, click the arrow icon in the bottom right corner and drag the tile to make it smaller or larger.

With the new user interface, you can customize the look and feel of your Register. Dashboard and Register configurations can be saved, along with filter conditions for different Registers. To create a new view:

• Apply any filters and column settings.

• Click the View drop-down menu and select Save view as.

• Enter a view name and choose Personal as a register view type, and then click Create.

• Saved views are accessed by clicking the View drop-down menu

User preference settings let you define default user preferences for a project that are inherited by newly created users. Default user preferences for project standards for communication and notifications might have been assigned when you started out. You can update your own preferences as you become familiar with your projects.

Projects are linked together for the same user, based on the combination of User ID, Company ID, and Password. If any login details are different or changed for one of these projects, this might result in a project "disappearing" from the user's project list. Login Profiles allow multiple accounts relating back to a single physical user to be linked. This forms a single credential to access projects.

There are several ways to search for documents in the Documents Register. By Simple Search, Filter and Sort, and Column Filters. For a Simple search, enter key words in the search box above the Register. The Register will display documents (or mail if in the mail Register) containing those keywords.

To remove all user applied filters in the register view, simply click Clear All filter button above the register and this will return the register to default mode.

Use Filter/Sort in the Document Register and use the Module column filter to select purchase or deliverable items. The Module filter is only enabled if the project has Vendor Data.

Use of folders in Document enables a centralized filing system to be created for use by all parties on a project (public folders) or for use only by a single company on a project (private folders). The use of folders on a project does not in any way compromise your security level. You can create folders from your desired Register. These folders can either be standard, smart, or dynamic folders.

Smart folders can be used to effectively automate the filing of mail, documents, and other Document data into folders by defining a set of folder specific filing rules. Dynamic folders can automate the process of creating folders and the filing process of data into the created folders.