Defining Document Upload Rules

 

InEight Document controls who can upload documents to the system by a flexible system of document rules. Upload rules are defined in terms of key document attributes and companies are allocated to one or more rule sets. This means they can only upload documents that conform to the rule set they have been assigned to.

To define document upload rules:

  1. Click the cogwheel icon and select Admin.

  2. Select Manage document rules.

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

  4. Click the plus icon.

  5. Enter in a title for the upload rule.

  6. Select the Status, Discipline, Category and Type for the new upload rule.

  7. In the Allocations tab, select the company.

  8. Select the contact and click the arrow icon.

  9. Click Save.

  • In addition to belonging to a company assigned to one or more upload rules, users who need to upload documents must be assigned full access to the Document Register.
  • While more than one company can be authorized to upload documents belonging to an upload rule set, once a document has been uploaded usually only the company who uploaded it can upload future revisions.