Processing Mail Attachments as Controlled Documents

Mail items sent or received within InEight and the files attached to them can be processed as controlled documents.

To process mail attachments as controlled documents:

1. Select the mail.

2. Click Actions and select Process attachments as controlled documents.

   
   

3. Click Attach as PDF file.

   
   

4. Select how you want to process the attachments.

   
   

5. Select the attachments you want to process.

   
   

6. Click Process to open the bulk upload screen.

7. Enter in the document details.
   

8. Click Validate.

9. Click Save.

   • Click Yes if you want to create a transmittal of the saved documents.

   • Click No to return to the inbox.