Creating a Standard Package


There are multiple ways to generate standard packages using InEight Document, depending on your requirements.

To create a standard package:

  1. From the Document Register, select the documents you would like to add to the package.

  2. Click the Transmit button and select Create standard package.

  3. Enter in the package details.

  4. Click Save.

For information on what each field means, see the list below:

Field

Description

Package ID

The package identifier.

Package Title

The package description.

Trade

The area of work the package relates to.

Reason for Issue

The reason for sending the package.

Approximate Value

The approximate value of the package.

Preferred Format

The preferred file format for documents.

Long Title

A more detailed description for the package, if needed.

Details

Any further details.

Packages can be created from the Packages Inbox or Sent Items Register by clicking the plus icon and selecting Standard Package.