24.7 Release Notes
General release is available starting 08-AUG-2024.
Enhanced navigation and search in folder export – The Document register export now includes an interactive interface that lets you navigate to files, search for files, and filter files based on metadata. Read more
eSignature parallel sequence signees – You can now have multiple signees in the same position in the signing order. The signees at the next step receive notification after all the signees at the previous step have signed. For more information, see Send a document for eSignature.
Manage columns in Holding area – You can now manage columns on the Document processing page in the Document Holding area. You can now drag and drop columns in the grid. The columns remain in the new arrangement after closing and reopening the Holding area document processing page. For more information about the Holding area, see Processing Vendor Documents.
Carry forward bulk upload view files – When you upload documents in bulk, you can now specify whether to carry forward files when the status is changed. Read more
Bluebeam Studio Session support for digitally signed files – Previously, if the PDF file was digitally signed, it could not be sent for Bluebeam Studio Session review. Now, if required, a project option can be activated upon request to automatically flatten the PDF, and then send it for Bluebeam Studio Session review. To request this feature, contact your InEight representative. For more information about reviewing documents, see Reviewing Documents in Bluebeam Studio.
Microsoft Office integration retain access for reviewers – Previous reviewers and the review coordinator now retain access to a document following the completion of their MS Office review. For more information about Microsoft Office reviews, see Review a document in Microsoft Office.
User data in stamps – User data, such as username and date, are now shown in the dynamic stamps in the PDF viewer. Previously, generic text was shown. For more information about stamps and other markup tools, see View PDFs with PDF viewer.
Publish Text in markups to the Comments tab – Text added to any markup, including notes and shapes, now shows in the PDF viewer Comments tab. Previously, the comments referred you to the PDF. For information about the Comments tab, see View PDFs with PDF viewer.
Typewriter annotation in PDF viewer – The Typewriter annotation has been added to the PDF viewer. This markup lets you enter text without a text box. Read more
PDF viewer Next and Previous buttons in top toolbar – The Previous Document and Next Document buttons have been moved into the top toolbar, so they are easily available. These buttons are also now available in the viewer on the Manage workflow, Review, and Release registers. Read more
Table of Contents in Manage workflow, Review, and Release registers – The table of contents has been made available in the left pane of the Manage workflow, Review, and Release registers and functions the same as the document register, where the current list of documents is available in the list.
Slide-out panel added for font and line style updates – The font and line style tools are now in an easily accessible slide-out panel, so you can quickly access the formatting tools. Read more
Public and private redlines and comments on restrained documents – You can now configure whether any user or reviewer can comment or redline documents while the documents are in review. New Document project settings let you control whether comments and redlines can be added to review documents and who can add them. Read more
Communication matrix for eSignatures, forms and packages – The Forms and Packages modules are now included in the communication matrix. You can use the communication matrix to control to which companies, a specified company, can send eSignature documents, forms, and packages. For more information, see Manage the communication matrix.
Control access of forms on personal or company levels – The user access for forms (Admin > Manage user Access > Forms) can now be specified on a personal, department or company level for each form type. Read more
Duplicate a form as a new revision – You can now duplicate a form as a new revision from the Details page. Previously, you could duplicate a form only as a new form. Now, the Duplicate action in the Actions menu has options for New Revision and New Form. For more information, see Duplicating Forms.
Submittals section – Forms now have the option to add a Submittals section. Any linked submittals added are shown, and the status can be managed by users with applicable access. Read more
Activate self-perform mode in bulk – The Activate self performing mode toggle has been added to the top of the Change Submittal details page (Actions > Admin > Change submittal details), so you can enable or disable self-perform mode for multiple submittals that are in the Draft state. Read more
Create form from submittals – You can now create forms from either the submittal Details page or the submittal register. Forms created from the register can be linked to multiple submittals. Forms created from the submittal details are automatically linked. Read more
Assign checklists to roles – You can now issue a checklist to a role instead of to an individual user or contact group to give you more flexibility when assigning checklists. You can also define a role as a verifier. Read more
Checklist builder rich text – The checklist builder now supports rich text in the field details, so you can format field text or add links. Read more
New transmittal statistics – The Received with an acknowledgement pending, Received with a response outstanding, and Total responded statistics have been added to the Transmittals widget tile.
Document register by file name report – The 04.250 Document register by file name report has been added. The report includes the standard document report data with an additional column for the file name. For more information, see Document Register Reports .
List canceled mail or transmittals through an API – You can now use APIs to list canceled mail or transmittals items.
Forms and packages support in communication matrix updates – The Forms and Packages APIs now support the communication matrix .
Document comments close-out – You can now close out Document comments using the API.
24.5 Release Notes
General release is available starting 03-DEC-2024.
Updated 13-DEC-2024
New bulk upload tools – You can now copy and paste information or drag values in the Bulk upload dialog box to quickly populate metadata fields. These features work like the drag and copy and paste functions in a Microsoft Excel spreadsheet. For information about enhanced bulk upload features, see Uploading Documents in Bulk.
Review type activation – You can now select the type of review at review initiation. This is helpful with Bluebeam or Microsoft Office reviews, so you do not miss activating the correct integration. Read more
Associate a review ID and title to a document workflow – You can now assign a review ID and title to the document workflow to use for filtering or grouping documents in the Review register. Read more
Activate Review dialog box custom workflow expansion – When you activate a custom review workflow from the Activate Review dialog box, the dialog box now expands to show the workflow options. Previously, a separate window opened for these options. Read more
Reactivate a completed reviewer – When a reviewer has completed their review but then needs to go back to make additions or corrections, a review coordinator can now reactivate the reviewer. The review must still be in the same workflow step to reactivate the reviewer. Read more
Reply to markups – You can now reply to comments made in annotations in the PDF Viewer. The Add response icon now shows for markups in the Comments column of the document’s Comments tab as it does for regular comments. You can click the icon to respond to the comment in the annotation. For more information about markups, see View PDFs with PDF viewer.
Project visibility in folders – You can now specify whether to allow other companies to have the same view of the folder content as the company that created the folder. Access is limited to the items that the company can already access. Read more
Inactivate contacts assigned to key processes – To assist the rapid off-boarding that is sometimes required on projects, you can now force the inactivation of a contact. This user remains in place on key processes and must be replaced or removed to ensure that these processes can be completed. Read more
Contact group history – The Edit contact group dialog box now includes a History tab, so you can see changes made to a contact group. The history includes when the contact group was added or deleted and edits to the group. Only events after the date of upgrade are shown in the History tab. Read more
Select sections and attachments for export – When you export a form, you can now select the sections and attachments to be included in the export file. The ability to select what is included in the export is helpful when you do not want the reader of the export to see certain sections or attachments. For example, if you do not want a client to see an internal section, you could clear the check box for that section. Read more
Manage roles in Checklist types – Configuration of roles within the Checklist types configuration can now be done to align with the Checklist configuration provided within an opened checklist.
Provide access to lot items – Companies can now see items that have been filed in the Lot, provided that that company has access to the item. This access gives you a unified view of the Lot contents. For more information, see Add new items to a lot.
Report for submittals with placeholders – A new report (90.015) shows placeholders in submittals.
Document Register reports Annotation type filter – Annotation Type has been added as a filter condition for reports to align with viewer functionality.
Last modified date on Forms reports – The last modified date has been added to Forms reports to align with Forms registers.
Document home page style update – The Document home page styling has been updated to align with InEight’s refreshed branding. Read more
Print from Viewer – The print icon has been added to the Viewer toolbar so you can now print drawings and documents from the mobile Viewer.
Confirm Yes, No, and N/A options in checklist – When you select the Yes, No, or N/A options in a checklist, the confirmation button now shows in the checklist. Previously, a separate dialog box opened for confirmation.
24.3 Release Notes
General release is available starting 21-MAR-2024.
Updated 21-MAY-2024
eSignature integration with DocuSign – You can now send PDF or Microsoft Word files directly to DocuSign for electronic signatures. Your company must have a DocuSign account to use this feature. Read more
Include external companies in collaborative reviews – External companies can now participate in collaborative reviews in Microsoft Office 365. Previously, you could only send collaborative reviews to people within your company. You can also request that the validation for internal companies is turned off. Read more
Macro-enabled files in collaborative reviews – You can now send macro-enabled Microsoft Office files (.docm and .xlsm files) for collaborative reviews in Office 365. Previously, macro-enabled files were not supported. For more information, see Review a document in Microsoft Office
Callout annotation – The callout annotation has been added to the PDF viewer. Read more
Carry forward links in annotations – Annotation links are now included when you choose to carry forward associated links in a document revision, with the exclusion of Defect links. If the setting Carry forward links is enabled (Project settings > Document > Upload) when documents are revised, links created in annotations are carried forward in the next revision. Previously, only links from the links tab were included. For more information about carrying forward document links, see Upload Document Settings.
Enable loading of macro-enabled file types – You can now view macro-enabled Microsoft Office files (.docm and .xlsm) in the PDF viewer. Previously, macro-enabled file types could not be loaded. For more information, see View PDFs with PDF viewer.
Additional Save prompts – Save prompts are now shown when windows are closed or when closing the viewer tab to ensure that you save all markups. Read more
Transmittal attachments preview – You can now open a transmittal attachment preview in a new window, so you can view the pages before you download it. Read more
Default maximum size of attachments - To improve management of attachments, the default maximum size of attachments has been reduced to 50MB. Any attachment exceeding this size will be automatically provided as a link.
Package attachments preview – You can now open a package attachment preview in a new window, so you can view the pages before you download it. Read more
Package history – An audit history of actions is now included in both the tender and standard packages, allowing you to view key actions that have taken place against the package.
Default maximum size of attachments – To improve management of attachments, the default maximum size of attachments has been reduced to 50MB. Any attachment exceeding the maximum size is automatically provided as a link.
External contact permission checking – When checking user permissions for sending mail, transmittals, or forms, to ensure the correct access, Document now checks whether the external contact is a user first. Previously, Document checked to see if a contact was an external contact first.
Sign in details included in 02.020 - Session History Details – An update to the report lets you see how a user has signed into InEight Document and whether it is through XL Upload, the web interface, or the mobile application. This provides enhanced reporting functionality for user management. For more information, see Administration Reports .
Export Mail and Forms data in an expanded view – When exporting data from the Mail or Forms module, you now have the option to export data in an expanded view. The expanded view shows dynamic tables, which are included in the form or mail type selected. Read more
Multi-select fields – To improve the user experience, when multi-select fields are used, selected values show at the top of the list. Both lists are shown alphabetically.
Additional applications link – The Additional applications link (Help > Additional applications) has been updated to go to the learn.ineight.com Links and Downloads section of the Resources page for the Document Enhanced UI.
Email address domain – New email addresses are now in the doc.ineight.com domain. Existing email addresses are retained and supported.
GetMailDetails API – The GetMailDetails API now includes the mail priority information.
Audit history code and title – Wherever history log data is captured, the code or title for data is now shown instead of the internal code to make the information consumable.
Identify parallel reviewers – The Forms module now identifies parallel reviewers when you save a form while other users are working in it at the same time. Read more
Compare files – You can now compare files using the mobile PDF viewer. Read more
Revisions tab – The new Revisions tab shows all revisions associated to a document. Read more
Project customization support – Customizations that were applied to the web project are now available on the mobile app.
Callout annotation – The callout annotation has been added to the mobile PDF viewer. Read more
Foxit version 9.0 support – The PDF viewer now supports Foxit version 9.0.
Open registers from widget tile headings – You can now click a widget tile heading in the mobile app dashboard to open the corresponding register. Read more
Open links in mobile app by default – You can now open links in the app without responding to a prompt first. Previously, you had to be prompted to open a link in the app or browser.
Gallery performance – The mobile app no longer stops responding when you view and upload gallery items.
23.12 Release Notes
Open hyperlinks directly into the viewer – You can now indicate whether a document opens to the document’s Details page or in the viewer. Read more
Updates to Review register – The footer of the Documents Review register now includes a Select all items option. Read more
Identify parallel reviewers – If you save a form when one or more other users are working at the same time, Document now shows a message warning that other users have made changes. Read more
New export fields – You can now include the comments attachments, form review status, and form history when you export a form as a complete PDF. Read more
Provide bulk access to forms – When granting access to forms in bulk, if the form contains restricted sections, you are now prompted to grant access to these sections. For information about bulk access, see Providing Bulk Form Access.
Improved role management – External contacts can now be added to a role, so you do not have to add a user, and then add the user to the role. External contacts are now recognized in roles.
Add defects to a lot – When you add items to a lot, you can now select Defects from the Search criteria drop-down list.
Session time-out redirection – When you use single sign-on (SSO) to sign in to Document, you are now redirected to the SSO URL when the session times out.
Sign-in for SSO – To assist projects using SSO, hyperlinks have been updated to direct you to the SSO sign-in pages. The sign-in pages have also been updated to accommodate projects with multiple companies that use SSO.
Filter by Revised documents or Addendum – You can now filter the Packages register using the Revised documents or Addendum columns. The Revised documents and Addendums Available columns can be filtered from the register.
Activating Office integration – When activating Office integration, you are now forced to sign in a second time to limit the risk of using a personal Office 365 account. For information about activating Office 365 integration, see Activate Microsoft Office review integration.
Limit the activation for companies – Only the company administrator from non-host companies can activate Office integration. For information about activating Office 365 integration, see Activate Microsoft Office review integration.
Account validation – A validation is now provided to ensure that the account used for activation is not the same as the account the administrator uses for work. For information about activating Office 365 integration, see Activate Microsoft Office review integration.
Password requirements – Password requirements have been updated and communicated to all projects.
Password expiration – The password expiration on projects is set to default to six months (183 days) to meet security best practices. For information about passwords, see Changing Your Password.
23.10 Release Notes
Updated 06-DEC-2023
Documents
Collaborative reviews in Microsoft Office – You can now integrate with Office to initiate collaborative reviews. Multiple reviewers can then open and edit documents in Office applications. Read more
New Document file format setting – The Default file format to view first setting has been added to the Document project settings, so you can specify the file format to load in the viewer first when multiple files are selected.
Mail attachments preview – You can now open a mail attachment preview in a new window, so you can view the pages before you download it. Read more
Lots
Duplicate control for field values – When you duplicate a lot, you can no longer update fields that you do not have access to. The fields in the duplicate lot are disabled. For more information, see Security Group Level Access.
Restrict fields in a lot after it is closed out – The Allow items to be added or removed to a closed out lot field has been added to the Lots project settings. When selected, fields are editable after the lot is closed out. When unselected, you can no longer edit fields after the lot has been closed out. For more information, see Lots Settings.
Submittals
Submittals widget tile – A tile for the Submittals module has been added to the dashboard. The tile shows the number of submittals by status and then by type.
Administration
Configuration table mandatory fields enhancement – When a field is mandatory for all types in a module, the value All shows in the Type column in the Configuration tables list. For more information, see Defining Mandatory Fields.
Bluebeam
Consolidation indicator – A red exclamation point indicator now shows in the Check-in/Check-out column of the Documents register when a Bluebeam consolidation fails. Document will continue to attempt consolidation. A notification is also sent to the review coordinator. For more information, see Viewing the Documents Register.
Bluebeam session file limits – The number of files you can launch in a single Bluebeam session is now limited to 300. This limit prevents errors reported when many documents of varying sizes have been launched into a session. For more information, see Reviewing Documents in Bluebeam.
API authentication
Authentication method updates – APIs now allow client applications to implement token-based authentication through the Document APIs. Read more
Disabling of TFA when using SSO – When SSO is enabled for a company, the TFA requirement is disabled for users from that company (if enforced or opt in). For more information, see Enable Two Factor Authentication or Connect to Single Sign-On.
Customization support
Support for dependencies in Dynamic tables – Dynamic tables now support dependencies created within the system.
Ability to specify blank values through customization – Projects can now specify through customization which values in documents, forms, and lots should be blank when an item is duplicated or revised (documents only).
23.8 Release Notes
Forms
Notifications improvements – You can now manage the timing and frequency of notifications of forms by form type, so you can remind reviewers of upcoming or missed deadlines at times that are appropriate for the workflow. Read more
Submittals
Indicators for newly submitted documents – An indicator now shows for newly submitted documents in the Submittals register and Deliverables tab, so you can quickly see documents submitted by the issued to company that have not yet been reviewed. The indicator is also shown for individual documents in the Documents subtab, so that when there are multiple documents in a deliverable or submittal, you can see the ones that need to be reviewed. Read more
Documents
Improvements to download with annotations – Document's download process has been improved to remove the FDF file. Annotations now are included in the downloaded PDF if selected. For more information see Downloading Released Documents
Lots
Use roles in status distribution – You can now notify a predetermined set of people of lot status based on roles. The addition of Status Distribution Roles to select users adds flexibility when you configure lot status distribution. The Roles Radio button has been added to the Status distribution dialog box used when managing lot types. For more information, see Creating and Managing Lot Types
Address book
Filter by active directory name – You can now filter address book contacts by Active directory name, so you can quickly find contacts who have enabled single sign-on.
Transmittals
Canceled transmittal watermark – The watermark for a canceled transmittal now shows in the background across the entire page instead of just at the top to make it more visible. For information about canceled transmittals, see Canceling Transmittals.
Processing Indicator – An indicator that shows when large processes are taking place has been added to the Transmittals register. The processing icon is displayed when the item has been queued in the background. A check mark icon also shows when the process has been completed successfully. An exclamation point shows when the process was unsuccessful. For more information, see Creating and Sending Transmittals.
Reports
Disable scheduled reports – Administrators can now disable scheduled reports when the original user who scheduled the report is no longer with the company. Read more
Hyperlinked customized reports – The reference number hyperlink is now retained when you customize a standard report, so you can quickly open the link to view the item. This change applies to any new customized reports created after this release. For more information see Customizing Reports.
Cancellation information in Transmittal reports – The Cancelled Date, Cancelled by User, and Cancelled reason fields have been added to the Transmittal report, so you can search or filter based on cancellation information.
Tag support – The Tag field has been added to workflow reports, so you can filter on the Tag field.
Mail review reports - You can now filter Mail review reports for in progress or completed reviews.
Processing Indicator – An indicator that shows when large processes are taking place has been added to the Sent mail register. The processing icon is displayed when the item has been queued in the background. A check mark icon also shows when the process has been completed successfully. An exclamation point shows when the process was unsuccessful. For more information, see Creating and Sending Mail
Gallery
Smart folders – Smart folders have been added to the Gallery, so you can automatically file gallery images into folders based upon set filter criteria. For more information, see Project gallery folders
Getting started
Enforce two-factor authentication at the company and project levels – You can now configure two-factor authentication as a project or company setting instead of having individuals opt in or having InEight customize your environment. Read more
Comment interfaces – You can now control the fields that are present or required at either a comment or comment response level, so you can present different fields as needed. The control of mandatory fields for comments and comment responses is now split in the configuration tables. Contact InEight customer support at support@ineight.com for information about configuring different fields for each type.
Global search
Advanced Search Functions – You can now use advanced search functions in addition to text search of the global search function. The advanced search function lets you enter part of the search string and an asterisk to match multiple characters, so you can save keystrokes and search for similar items.
23.6 Release Notes
Updated 12-JUL-2023
Registers
Pagination added to registers – You can now change the view of a register from a detailed view, which offers infinite scrolling, to a simple view, which offers pagination. Read more
Documents
Group workflow documents by tag number – Document workflow now supports tags. Tags can be generated automatically or applied manually. You can use the tag number to filter and search the Review or Release register for documents going through workflow at the same time. The generated tags can be helpful when there is no commonality in the workflow documents. Read more
PDF Viewer
Publish text box annotations to comments – When you use the text box annotation in a PDF, the text is now shown in the annotation pane instead of the reference Refer to PDF file. Read more
Prompt to save markups – Document now prompts you to save after you make markups and change tabs.
Administration
Change of administrator prompt – When you change the administrator company for a project, you can now transfer the ownership of the existing security groups to the new administrating company. The Manage Administrator dialog gives you the option to transfer ownership of the existing security groups to the new administrating company.
Make values in configuration tables inactive in bulk – You can now make multiple values in a configuration table inactive in a single action. Previously you had to open each value and deactivate them. Read more
Review and release
Review and Release area tags – The Tags column has been added to the Review and Release registers. You can now use tags to organize and search for documents in the Review and Release pages.
Contacts
New Roles tab – The Roles tab has been added to Contacts, so you can see the roles that the contact belongs to. To access the Roles tab, click a contact to open the Details page, and then click the Roles tab.
Forms
Add existing fields to new forms in Form builder – You can now use existing fields from other forms when you build a new form. Read more
Minimize attachments section of a form – The Attachments section in a form is now collapsible, letting you see more of the form when you have many attachments. Read more
Autonumbering validation – You can no longer delete a field from the form builder if it is part of an autonumbering scheme.
Lots
Link to revisions – When revisions against a lot are updated, there is now an indicator showing that there are updated documents. Also, a simplified process for updating against the lot has been added. Read more
Add roles to Lots security – You can now configure lot type security for roles to give you more options when giving access to lot types. Read more
Submittals
Issued-to company link from Document register – Users at the issued-to company can now link to a document that is in the Document register. Read more
Submittals self-perform mode – You can now self-perform submittal tasks on draft submittals for internal teams or on behalf of a subcontractor. Self-perform mode lets the managing company move the submittal out of draft state and close out without having to issue the submittal. Read more
Control mandatory fields by mail type – You can now control mandatory fields by mail type to provide flexibility when requiring fields. Previously, mandatory fields were mandatory for all mail types. Read more
Global address book
Visibility of linked projects – A new report that shows all projects that a contact belongs to has been added to the reports. The Global Address Book Details report has now been added to the Address book. You must run the report on a project.
Vendor data
Add Contract Manager and Resubmittal turnaround time fields to search – The Contract Manager and Resubmittal turnaround time fields have been added to the search filters on the Vendor Data register.
Gallery
Gallery folders – Standard folders have been added to the Gallery. Folders let you store images so that they are easily accessed using the left side navigation.
23.4 Release Notes
PDF Viewer
Compare files – You can now compare a file in the PDF Viewer to a revision without returning to the Documents register. When you have a file open in the PDF viewer, you can now select a previous document revision for comparison. Read more
Highlight annotations – You can now click an annotation in a document in the PDF viewer, and it is highlighted in the Comments & Annotations slide-out panel, so you can quickly see the applicable comments.
Submittals
Create a set as a new document – You can now create a new PDF and export it in a single action, so you do not have to create the PDF and then upload it as a document. Read more
Transmit set as a combined linked document – You can transmit a submittal set as a combined linked document. Read more
Add or delete submittals in a set – You can now add or delete submittals in a set, so you can change the submittals after the set has been created. Previously, you would have to know all the submittals in the set when you created it and could not modify it later. Read more
Open the Review or Release register from a Submittal – You can now access the Review or Release register directly from the Submittals Deliverables or Documents page. Read more
Documents
Update review coordinator in bulk – You can now replace the review coordinator for multiple documents in a single action instead of replacing them individually. Read more
Manually run hyperlink batching – You can now manually link documents that might have missed reference hyperlinking when the document was uploaded. Read more
Expired downloads – The download queue now shows when an item in the queue expires. Previously, you would have to click on the files to see if they have expired. Read more
Lots
Update lot access in bulk – You can now update the security for multiple lots in bulk. When managing a lot type and you add a new user to a lot type, Document now lets you update the access to all lots of that type. Read more
Administration
Define naming convention for downloaded files – You can now configure the naming convention for files that are downloaded. The naming convention is applied to the documents in the zip file that is downloaded. The option to configure the naming conventions is in the project settings. Read more
Configuration tables Select all – You can now click Select all items at the bottom of the Configuration tables page (Settings >Admin > Configuration tables) to select all items in a configuration table. Read more
Carry forward submittal references – You can now specify whether Document can carry forward a submittal reference when creating new versions of a document outside of the submittal. Read more
Bluebeam integration
Inactive session notification – Document now sends a notification when a Bluebeam Studio session is approaching 90 days of inactivity. The notification gives you time to take action, so the documents are not removed from the session. Read more
Dashboard
Workflow and My statistics enhancements – You can now filter and drill down on the To review line of the Workflow and My statistics tiles on the document dashboard. Read more
23.2 Release Notes
In this release, no features were added, but technical improvements were made in the background to enhance your experience in Document.
22.10 Release Notes
InEight Compliance integration
Task creation from Document – You can now create and pin a new task from the Document viewer or the Links tab of any module and sync it with InEight Compliance. Read more
Viewer
Compare files – You can now compare different files in the Document viewer. Read more
Submittals
Track revision history – You can now generate a revision history report from the History of a submittal. The report provides visibility into milestone dates and details per revision. Read more
Set Details page – The Set Details page has been added, so you can capture and view data against a submittal set. Read more
Set ID field in submittals – The Set ID field has been added to the Submittal Details page, so you can quickly see if the submittal is part of a set. Read more
Transmittal of submittal sets – You can now transmit submittal sets. Read more
Upload documents as managing company – Managing companies can now upload documents. This helps manage submittals for self-performing work or when the subcontractor or vendor is not uploading deliverables in Document, for example, if they email the documents. Read more
Documents
Holding area processing prompt to supersede documents under review – When the project Settings > Document > Allow superseding documents under review when processing holding area documents setting is selected, and you want to upload a new version or revision of a document that is under review, you are now prompted to either proceed with superseding some documents or cancel processing of the document from the holding area. Previously, the document was automatically superseded. Read more
Folder export – You can now select a folder in the Documents register and export it and all its contents. The export includes a cover sheet with navigational links and an associated Microsoft Excel spreadsheet with the folder structure data. Read more
Reviewer type filter in Review pages – An additional column has been added to the review grids that lets you filter entries by review type. This feature lets you easily and more effectively locate documents that require your attention, for example, when you are a mandatory reviewer.
Transmittals
Automatically notify recipients of future revisions – Recipients who will not be able to access future revisions of a transmittal are now shown in a warning message. This helps to show who will not receive access to future revisions and notifications on future revisions. Read more
Option to assign reference numbers when saving drafts – A new project setting on the Miscellaneous tab has been added, so projects can specify whether a reference number is assigned or not assigned when saving a mail as a draft. Previously, a reference number was always assigned when saving mail as a draft. Read more
Registers
Copy metadata text – You can now copy data from a single cell on a register. When you right-click on a cell, the Copy text option is shown. Click Copy text to add the cell contents to the clipboard, and then paste elsewhere as needed.
Project announcements
Edit project announcements – All administrators can now edit or delete project announcements in the Project Announcements panel of the dashboard. Previously, only the primary administrator could edit or delete announcements.
Configuration support
Configure Lot section in Forms – You can now configure the information to show in the Lot section of a form, such as lot reference number, or title. To configure this for any of your existing form types, you must contact your InEight representative.
Support for dynamic tables in Forms – You can now create dynamic tables where new rows can be added as needed in Forms. These tables can support drop-down lists, date and time selectors, numeric values, and text fields. To configure this feature for any of your existing form types, you must contact your InEight representative.
22.8 Release Notes
Submittals
Reissue submittals at any time – The managing company can now reissue a submittal at any time, so the issued-to company can upload additional documents against the deliverables or submittal.
Update details in bulk – You can now update the details of one or more submittals of the same type in bulk. Read more
Calculate milestone dates from the execution date – Milestone dates are now calculated based on the execution date. When you select an execution date, Document uses durations to calculate the completion dates. Document works its way backwards to calculate the kickoff date. Previously, when you entered a kickoff date, other dates were calculated based on the kickoff date.
Administration
Global search – You can now search across modules using a global search. Read more
Holding area
Holding area history – A History tab has been added to the Holding area to show the audit trail for a document in the holding area.
Getting started
Contacts – You can now use two-factor authentication for a login profile. Previously, two-factor authorization was only supported for a single login.
The following enhancements will be added in the 22.8.02 minor release.
PDF Viewer
Annotation and comment tags – You can now apply one or more tags to annotations and comments to help you filter annotations for relevant information. Read more
Forms
For info by section – You can now define users as For Info for each section of a form rather than for the whole form. Read more
22.6 Release Notes
Documents
Download documents from the Links tab – You can now download documents directly from the Links tab. Previously you had to open the document. Read more
Group items on the Review, Release, and Manage workflow registers – You can now group the Review, Release and Manage workflow registers by available register columns to help you quickly identify the items you need. Read more
Download PDF files included in annotations via bulk download –You can now include PDF files with annotations when you use the bulk download function on the Documents register. Read more
Registers Select all option – The option to select all entries has been added to the Document register. When there are 1000 or fewer entries in the register, you can click Select all at the bottom of the page to select all entries. The button is disabled when there are more than 1000 entries.
Viewer
Markup filtering – When you filter annotations, the filtering is now applied to the markups in the viewer. Only the annotations that meet the filter criteria are shown in the viewer. Previously, the filter was applied only to the Comments and Annotations pane.
Viewer table of contents and document navigation – A table of contents and Previous and Next buttons have been added to the PDF viewer. These enhancements let you go to another document without having to open another tab and reopen the register. Read more
Submittals
Disable deliverables in submittals – You can now upload and track documents directly to submittals rather than in deliverables. Read more
Remove transmittal restrictions from submittals – You can now transmit the submittal at any time. Previously you could only transmit the submittal when the submittal was closed out.
Forms
Include section data for form types – You can now apply a filter when exporting forms in bulk. When using the filter, the export includes the section data for each form. Read more
Disable notification when user is made inactive – You can now disable notifications when recipients are made inactive on forms where you are also a recipient. Read more
Administration
Remove an existing number scheme – You can now delete an autonumbering scheme that had been previously defined for a project. Read more
Manage users in document rules in bulk – You can now add, remove, or replace users in document rules and free-form review teams in bulk. Read more
Copy attributes from a reviewer to other reviewers – You can now copy attributes to other reviewers in a review team to save time after adding reviewers on the Review Team tab. Read more
Address book
Manage roles in bulk – You can now add, remove, or replace users in roles or free form review teams in bulk in the contacts address book. Read more
Global address book status - You can now verify the global address book status of a contact or company in the address book and relink it if needed. Sometimes updating an entry in the Address book in a project can break the link to the global address book. Now, if the contact or company is unlinked from the global address book, you can relink it. Read more
Transmittals
Download files with annotations – You can now download PDF files included in transmittals with annotations. The option to download with or without annotations has been added to the Download all and Download selected menus on the Transmittal download page.
Lots
Folder structure has been added to the Lots register – Standard smart and dynamic folders have been added to the Lots register.
Bulk upload – You can now add lots in bulk to the Lots register. You can upload via web or Microsoft Excel template. Read more
22.4 Release Notes
In this release, no features were added, but technical improvements were made in the background to enhance your experience in Document.
22.2 Release Notes
Documents
Vendor data filters – You can now filter the Documents register and holding area based on the metadata of a linked deliverable or purchased item. Read more
Download file prior to consolidation – Some projects require the ability to download or export each document that contains all review comments and markups made during the review workflow but prior to the consolidation of the markups and comments and subsequent release of the document. Read more
Filter based on link type – You can now filter documents based on a linked type. Read more
Download file with annotations – When you download a document, you now have the option to download with or without markups . This option is available when you download a single document. Read more
Change private comments to public – Review coordinators and administrators can now change private comments to public after the document has been released. Previously, you had to choose which comments to publish with the document but would then have to open a ticket with InEight to change unpublished private comments to public. Read more
Download documents in bulk from the Document Review page – You can now download multiple documents from the Document Review page. Previously you had to download documents one at a time. Read more
Apply review statuses in bulk during release – Review coordinators can now apply review statuses in bulk when releasing documents. Previously, the review coordinator had to apply each review status individually. Read more
Viewer
Edit text in a text box annotation - You can now edit text that you entered in the text box markup, so you can fix errors in annotations. Previously, if you made a mistake, you would have to delete the markup and add a new one.
Submittals
Group items on Submittals register – You can now group the Submittals register by available register columns to help you quickly locate submittals. Read more
Delete or cancel submittals – You can now cancel in-progress submittals and delete draft submittals from the register. Read mail
Issue submittals in bulk – You can now select multiple submittals from the register to issue in bulk. The issued-to company can also be assigned or defined in bulk. Read more
Packages
Decline Addendum notification – You can now omit documents from the addendum and remove the current indicator in the register. You can use this feature when new revisions to a document in a package does not require an update to the package or an addendum notification. Read more
Define filter to set flag – You can now define a filter condition for linked items by user or company. If an item meets the condition, a flag is added to the package register entry. A new Flag column has been added to the Sent items and Draft registers. Read more
Vendor data
Link deliverable line items – You can now link deliverable items from the document instead of having to link from the deliverable items. When you add a document in the Vendor data holding area, you now link to the deliverable from the holding area document.
Registers
Clear all filters option add to all registers – You can now clear all filters on a register with a single action instead of clearing each filter individually. Read more
21.12 Release Notes
Documents
New Initiated by column – The Initiated by column has been added to the Manage workflow register (Documents > Manage workflow). The column shows the name of the person who initiated the workflow.
Use Change Document Details to update the document number to an existing number – You can now update the Document number in the Change Document Details to one that is already existing in the register. You can change the document number as long as the revision and status combination is available. If versioning is enabled, it can be the same revision/status combination and it uses the uploaded date to order the versions. Read more
Forms
Ability to remove workflows – You can now remove a workflow from a form. Previously, you had to contact your InEight representative to remove a workflow. Read more
Packages
Bulk action improvements – You can now perform updates in bulk for packages. Improvements have been made to the Sent box and the Drafts area to let you perform actions on multiple packages. Read more
Viewer
Link tab updates – You can now see how a link was added to a document from a new column in the Links tab. Read more
Admin
Distribution warning message improvement – When you add a person to a distribution rule and there is a conflicting restricted document access rule, the warning message now includes a link that lets you open the rule with the conflict.
Bluebeam – You can now unlink the service account and user email address used with Bluedbeam. Previously, both of these options required a ticket to InEight support. Read more
XL Upload
XL Upload enhancements – The XL Upload has been enhanced for increased efficiency. Read more
21.10 Release Notes
Documents
Download more than 100 documents – A new bulk download option lets you download more than the previous limit of 100 documents. Read more
Restore deleted view files and comments – You can now restore deleted view files and comments to the Documents register. Previously, only the InEight technical team could restore them. Read more
Apply tags – A Tags field has been added to the Document details, so you can add tags against contacts like the Tags field in the Gallery. Read more
OCR when document is uploaded – You can now apply optical character recognition (OCR) to PDFs in Document. This eliminates the need for additional processes to be performed in outside applications. Read more
Forms
Process attachments and forms as PDFs – You can now publish completed forms as PDFs in the Documents register, so they can become official documents. Read more
Export comments – You can now export comments from the Comments tab and from the Forms register. Read more
For Info users on Issued notification - For info users now receive the Form Issued notification when a form is issued.
Packages
Download documents from multiple packages – You can now download all documents from multiple packages at one time. The Package register toolbar has been updated to include a download option. One or more packages can be selected for download and a zip file is generated for the packages and their associated documents.
Viewer
Annotation and comment improvements – Individual annotations are created as comments and can be selected for release with the document. Previously, you could not see which specific annotations are being referenced on the file even though the annotations were listed as comments. Read more
Submittals
Link documents to deliverables prior to issue – The managing company can now either link to existing documents or upload new documents for deliverables before they send the submittal to the issued-to company. The issued-to company can then upload the files against the deliverables. Read more
Comments tab – The comments tab has been added to the Submittals module. The tab shows both the deliverable document comments and the comments made against the Submittal only. You can also use this tab to create and manage comments. Read more
Export cover sheet - You can now add an official cover sheet with relevant information for a submittal during the submittal or upon completion of the submittal. This new function gives you the option to export one or more submittals to a PDF with associated documents, supporting documentation, comments, and linked items with a cover sheet that explains the contents. You can export the PDF as a zip file or a single PDF. Read more
Create set - You can now group submittals and create a set to view in a separate register. This lets the managing company view and organize a collection of submittals to export out of the system. Read more
Lots
Status distribution – Document can now notify users when a lot is in a specific status. Previously the only way to find out the status was in a report. Read more
Admin
Include custom fields in change document security option – For the security group option for controlling change documents details, custom fields are now shown as an option by default for selection instead of just the standard fields.
Send roles for review – You can now select a role when sending mail for review. Selecting a role lets you send mail to multiple people. Read more
Notifications
Add notification prefix – You can now add a prefix to the subject line of all notifications. This lets users who are actively working on multiple projects identify which project the notification came from. Read more
Japanese – Document is now available in Japanese.
21.7 Release Notes
Submittals
Bulk import – You can now import multiple submittals and deliverables through the web or Microsoft Excel import template. Read more
Complete submissions – Previously, the issued-to company could progressively submit documents against the deliverables, but there was no mechanism to signal that they had completed the process. Now, this new option to complete the submission gives the managing company a clear indication that the issued-to company has completed submitting deliverables. Read more
Deliverable documents – Documents uploaded against deliverables no longer are forced into the holding area by default. Deliverable documents now go to either the document register or the holding area based on the defined project document rules.
Milestone date configuration table – A new configuration table has been added that lets you add new milestone dates which can also be added to submittal types. Read more
Deliverable due date – Scheduled, forecasted, and actual due dates are now available on the Details page for each deliverable. You can now track the due dates separately from the overall submittal milestone dates. Read more
Milestone notifications – You can now set reminders and overdue notifications for the submittal managers and issued-to users. The configuration includes options to configure the frequency and timing. Read more
Reports – Standard reports are available both at the submittal and deliverable levels.
User Security tab – The new User Security tab lets the managing company restrict access to each submittal. Permissions can either be granted to their entire company or for selected users or roles. Read more
Send roles for review – You can now select a role when sending a transmittal for review. Selecting a role lets you send the transmittal to multiple people. Read more
Default user preferences – You can now define default user preferences for a project that is inherited by newly created users. Read more
Show roles as contact groups – A new option to show roles as contact groups has been added. This lets you use roles as recipients on mail and transmittals. Read more
Lots
History tab – The History tab was added to the Lots module. You can now see the audit trail of the changes made to Lots.
Disable file attachments by mail type – A new security group option lets you enable or disable file attachments per mail type by security group. Read more
Documents
Automatic document number linking – Document now automatically scans an OCR PDF for document numbers and inserts a hyperlink that goes to that document. Read more
Show vendor transmittals – The transmittal history has been updated to include all vendor transmittal types.
Remove vendor transmittal restriction – The restriction that prevents documents from being included on a vendor transmittal type multiple times has been removed.
Modify review coordinator due date – An option has been added that lets you add extra days remaining from the document reviewers to the reviewer coordinator’s due date. Read more
Allow roles in Bluebeam studio – You can now select roles when using document reviews with the Bluebeam studio integration. Previously, the Roles option had been unavailable.
Packages
Add documents Custom fields – Custom fields are now shown when adding documents to packages. When you add revised documents to a package, you now see custom fields in the Add documents dialog box search results.
21.5 Release Notes
Menu navigation:
Common navigation – The common navigation used across all InEight cloud platform applications has been enhanced for ease of use. Read more
Viewer:
PDF enhancements – The PDF viewer has a new look and feel along with improved markup and linking capabilities. Features include panes to search file text, view and manage comments, and view links. New linking functionality lets you drop a pin directly on the file to link to an existing item or create a new item from within the file. Annotations are now captured as standard comments against the document. Read more
Submittals:
New module – The Submittals module lets you effectively manage the submittals process. It provides a centralized register to maintain reviews, statuses, communication, comments, and access for a project’s submittals. Submittals are contractual documents that must be provided for external review or action, saving project man-hours and budget that might be spent on rework. Read more
Forms:
Create an issue in InEight Change – You can now generate an issue in Change from a form and link the two items. This lets you create and track issues that result from processes in the Forms module. Read more
Documents:
Delegate review - limit added days – You can now disable the ability to add days to the review duration when delegating a review to a parallel reviewer. This prevents issues with tracking an accurate due date caused by adding days. Read more
Administration:
History tracking – There is now a full audit trail to track the changes made to the Configuration tables, Manage user access, Manage admins, and Project setting areas, similar to other areas in Document. Read more
Holding area:
Updates to reason for rejection –To better define and report on rejections, this enhancement lets you track the reason for rejection as a configuration table and make it available as a field in the register. Read more
Delete documents – You can now delete documents from the holding area register. This is available only for documents that have not been transmitted.
Packages:
Edit reason for issue – This enhancement lets you update the Reason for issue after the package has been issued. You can change the Reason for issue field on the Sent packages register. You are also able to notify recipients that the field has changed.
Norwegian – Document is now available in the Norwegian (Bokmål) language.
21.3 Release Notes
Administration:
Company history – There is now a complete history log for the Company register. A full audit log captures any newly created companies, modifications, deletions, and other functions, and is available from the toolbar menu. Read more
Contact Tag field – Tags are now available for use in the contact page. The tag field provides the same functionality that is used in the Gallery module. Read more
Contact groups tab – In the contact page, a new tab has been added to show the contact groups the user belongs to. This tab also lets you easily manage contact groups. Read more
Document rule history – There is now a complete history log for the project Document rules. A full audit log captures any newly created rules, modifications, deletions, and other functions, and is available from the toolbar menu. Read more
Documents:
Latest Transmittal No. field – A new Latest Transmittal No. field is available in the Document register. This field provides visibility into the latest transmittal the Document has been sent on. Read more
Manage QR codes – An option has been implemented to manually manage the QR stamp for Documents from the register. Read more
XL Upload:
Add and split files – You can split single PDFs into separate pages and upload them as individual documents in XL Upload. Read more
Enhanced user interface – The application’s UI has been enhanced for the following modules to be consistent with other InEight applications.
Checklists
Gallery
20.9 Release Notes
Some of these features might not immediately be available in the enhanced UI.
Inactive user message – When an inactive user is part of a Forms workflow, the system alerts you to remove or replace the inactive user from the workflow.
Form reactivation settings – A project setting has been added to control whether admins or initiators can reactivate lots. An additional security group setting has also been added to control whether users can reactivate forms. Read more.
Workflow changes to forms in review – This feature adds an option to push recent workflow changes to forms that are in progress. Previously, changes to workflows only applied to newly created forms. Read more.
Text input – The same text input functionality that is available in the Mail module is also included in Forms.
Delegate user assignment – Project administrators can now specify who can add users to a security group.
Remove inactive users – Document now removes inactive users from assigned roles.
Conflicts warning message – If a Distribution rule is created that conflicts with defined Restricted Document Access rules, a warning message is shown.
Prevent Restricted Document attachments – An option has been added to prevent restricted documents from being attached to Forms and Mail.
Restricted document access – You must belong to all defined restricted access rules that a document meets to have access. Previously, if a document met the criteria of multiple restricted document access rules, you were only required to belong to one of the rules, regardless of meeting all the defined standards.
Change details for superseded revision – A new project setting lets you change Document details for superseded revision instead of only the latest or all revisions. Read more.
TLS 1.0/1.1 support discontinued – Beginning 31 December 2020, Document servers will not support TLS 1.0 or 1.1 and will only support versions 1.2 or above. Most web users are not impacted by this, but if you use XL-Upload, Outlook integration, or Document mobile, ensure you update to the latest version before this date. If you use Document API with any custom applications, ensure those applications communicate with the server using TLS 1.2 or above.
SSO configuration – A new tab in company details lets you define SSO information, instead of requesting InEight’s technical team configure SSO for you. Read more.
Administration
Documents
Transmittals
Packages
Forms
Defects (available in December)
Lots (available in December)
Reports (available in December)
Tasks (available in December)
Vendor Data (available in December)
20.7 Release Notes
Checklist signature field – A new signature control field allows signatures on the mobile app. This feature helps you meet the demand for signatures for project checklists. Read more.
Okta and PingID support – Single sign-on is now supported for organizations using Okta and PingID applications.
20.5 Release Notes
Delegate ability to manage roles – You can now add or edit roles in security group options to avoid making additional user administrators. Read more.
Personal folders – You can now create personal folders for your viewing only. Public folders have been relabeled as project and private folders have been relabeled as company. Previously, folders could only be created at the company or project levels and were labeled as private or public. Read more.
Update review teams for in-progress workflows – This feature applies saved changes to any reviews that are currently in progress. Previously, there was room for human error or reviews being missed when each in-progress review must be managed. Read more.
Rule enhancements – You no longer have to populate all fields in rules, and you can select multiple values for a single field, which lets you fill out only what is necessary and avoid creating additional rules. Previously, when multiple fields were available in document rules, they all had to be filled out, and were limited to selecting one value per field. Read more.
20.2 Release Notes
Prevent SSO-enabled users from standard login – A project setting has been added to prevent registered SSO users from logging in with standard Document credentials. This helps enforce company security policies on the project. Read more.
Trigger workflow based on rules – This feature allows defined values to trigger the correct review team on a form, so the team is not required to select the appropriate form distribution, eliminating human error. There can be many different review teams on a project based on associated form data, requiring the initiator to know and select the correct review team each time. Read more.
Improved history tracking – This improvement lets you export a PDF of a form at any stage of the workflow that also includes attachments available at that time. Previously, the history tab collected all actions against the form, but it could be difficult to follow and find relevant information, which is important when archiving or handling legal disputes. Read more.
Generate link to current register or details – You can now generate a hyperlink to the current register or the lot details in the Lots module. When you follow the link to the register, the appropriate filters and columns are included. Read more.
19.11 Release Notes
Field Options – The ability to enforce value types on text fields such as numeric or alpha characters and a time entry field is now available within Checklists. Read more.
Bluebeam Revu integration Chrome compatibility – The ability to open PDF files directly in Bluebeam Revu to edit them with Google Chrome is now available. It could previously only be leveraged with Internet Explorer. Read more.
Role-based security in Forms – The ability to leverage roles within Form review teams streamlines the process to add and remove users in assigned workflows and review teams. Project teams no longer have to search the system to make updates and can simply update the group as required. Read more.
Lock form initiator section – This new setting lets project teams lock the initiator section down when not in the initiator step. This section of a form could previously be modified at any step of the workflow, which created a risk that information could be modified after it had been approved. Read more.
Form comment Closed-out status field - This field provides the necessary visibility to those involved in a form to help understand what truly closed versus what is outstanding. Not having a Closed-out status field against the comment section in the form made it difficult to know if it had been actioned or completed, which caused issues with visibility of form comments and inefficiency. Read more.
Automatically update deliverable line item – You are able to automate deliverable changes, which can affect statistics as associated documents are delivered and processed in the holding area. This enhancement reduced the steps necessary to update each line item. Read more.
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