Using Forms tabs

In addition to Form details it is possible to use the tabs at the top of the Form screen to:

• Establish Links between the Form and other InEight Document objects.

• Allow comments on the form.

• View the complete history of all actions and events relating to the form.

Links tab

Link forms to other InEight Document items, such as mail, documents, transmittals, packages and other forms. These links will be shown in the corresponding module (e.g. it is possible to see a form in the mail thread it has been linked to).

Links follow existing access rules. For example, if you do not have access to view a piece of mail in the Mail Register, then you will not see the link to this mail on the form.

Comments tab

View informal discussions related to the form via the comments tab. Comments can be made by any users with access to the form. When you create a comment, you can select which form participants will be notified.If comments are truncated, you can click the View more link in the Comments field to see the full comment.

You can export comments from the Comments tab. Click the Export icon to export selected comments to a Microsoft Excel spreadsheet.

History tab

View a complete history of events and actions regarding the form. Every action will be recorded in the history, including:

• Attachment downloads.

• Text edits.

• Distribution changes.

• Status changes.

The form history can be filtered by event/action, date, name, company and description. If a section is not visible, then the user does not have access to view the related history for this section.