This is a preview of the upcoming release. General release is available starting 05-JUN-2025.
Mention users in comments – In the document comments, you can now use the @ symbol to mention a user in the comments. Comments must be in rich text to use this feature.
Lock documents for a user after they complete their review – A new setting in Project settings > Document > Comment > Enable additional redlining and comments after review completion lets you prevent users from making additional comments after they have completed their reviews.
Enhanced upload in Holding Area – The enhanced bulk upload interface is now available in the Holding Area.
eSignature Reject signature support – Document now supports the process of rejecting signatures through the eSignature integration.
New security setting for editing other users’ markups – The new security group setting Edit Other Users Markup (Admin > Manage user access > Security > Document) lets you give users the ability to edit other users’ markups. Now, if a user leaves a project, you can edit their markups if the setting is enabled for your security group.
Prompt for commenting in reviews – You can now enable personal reminders when you complete a review without adding a comment or redline.
Submittal workflow – You can now add a workflow for submittals. Having a workflow lets you define stages that help you manage the submittal review process. Now, with the submittal workflow, you can send the entire submittal and have the flexibility to comment on each document or the submittal itself.
Set default attributes at the submittal type level – You can now define attributes for a submittal type instead of defining them each time you create a submittal.
Issue submittal with automatic saving – Submittals can now be issued without having to save first. When you are ready to issue a submittal, you can click Issue, and the submittal is automatically saved and then issued.
Optional message field – The message field can be made optional when issuing or submitting the submittal. The option can be controlled in the Mandatory Fields configuration table.
Issue to user upload – If there is only a single value available for a user from the issued to company, the user now defaults to that value when uploading documents.
Create project-level folders – A new security setting Create project level folders was added that lets you enable users in a security group to create folders at the project level.
Restrict or allow IP addresses to access Document – IP addresses can now be defined to control either allowing or denying access to the InEight Document project via a project setting.
Predefined attachments for checklists – You can now add a predefined attachment, such as a template to be completed later, to a checklist. When you add a predefined checklist, the user that completes the checklist can quickly download the file instead of having to search for it.
Link to an existing item in a checklist – A new system action lets you link an existing form or mail item to a checklist. Previously, if you wanted to link an item to a checklist, you had to create a new item.
Multiple-line field labels – To help with readability, labels in a checklist can now have multiple lines. Previously, checklist labels could only have one line.
Rich text in field labels – When you use labels for section headers or question text, you can now use rich text. Rich text lets you apply formatting, such as bold text or underlining to customize the look of the checklist.
Control annotations on a download – The sender of a transmittal can now force recipients to download annotations, so important markups are not missed. Previously, it was always the choice of the recipient to download annotations.
Warning when issuing to external contacts – The sender of the transmittal now receives a warning if one or more of the recipients is not set up as users and the project requires each person to sign in to access documents.
Support for dynamic tables – The form builder now supports dynamic tables. Previously, dynamic tables were only supported as a customization.
Rearrange standard fields – The form builder now supports the ability to rearrange the Discipline, Location, and Area form fields.
Submittal module – The submittal module APIs are now available.
List Document Review API filters – The List Document Review call now supports the use of filters with basic fields. Previously, filters were only used with last edited date.
Additional Information
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