Creating New InEight Document Mail

From the InEight Document Tab you can manage all the normal InEight Document mail functions within Outlook. The InEight Document registers (mail and transmittals) are displayed below the Project folder within the InEight Document set of folders as shown below.

1. From the InEight Document tab within Outlook click New Item or InEight Document New Item from the Home tab.

2. Select the Project, choose Mail then select the mail type from the drop-down list. This opens the mail compose screen as you would see it in InEight Document.

   

3. To add recipient(s), select the “To” and “CC” button or begin typing contacts names and select from suggested users.

4. Create and send mail as per normal in InEight Document.

Recipient contact details are from the InEight Document Project Address Book and not from the Outlook Address Book.