Defining Document Distribution Rules


InEight Document can automate the distribution of documents uploaded to the system via rule-based distribution rules which control:

  1. The default distribution for unrestrained documents.

  2. The format(s) of the documents each person on the distribution can download.

  3. A user included in a distribution rule set will automatically be notified when documents meeting the rule-based criteria of the group are released in InEight Document.

  4. Distribution rules are defined on a per attribute basis.

To define document distribution rules:

  1. Click the cogwheel icon and select Admin.

  2. Select Manage document rules.

  3. In the Rule Type drop-down menu, select Distribution.

  4. Click the plus icon.

  5. Enter in the title for the distribution and select a value from the drop-down menu.

  6. In the Distribution tab, select the company.

  7. Select the contact and click the arrow icon.

  8. Select the formats the contact has access to.

  9. Select notify to send notifications to the contact for documents.

  10. Click Save.

  • If a person removed notifications from their user preferences and Notify is selected, they will still receive a notification.
  • The distribution rules a user belongs to can also be reviewed and maintained via the Distribution Matrix tab in the contact details screen.
  • When you add a person to a distribution rule and there is a conflicting restricted document access rule, a warning message is shown with a link to the rule with the conflict.
  • For customers who would prefer that all documents are distributed via transmittals, the option to use distribution rules can be removed from the system completely. Contact InEight for more information.