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InEight Document tracks and maintains a history of:
Every transmittal sent.
Every document downloaded by recipients from transmittals.
A history of transmittal acknowledgements and responses.
A transmittal acknowledgement is a signed copy of a transmittal that is returned to the sender by the recipient of the transmittal. This is a receipt of the transmittal and the documents or drawings it contains.
Acknowledgements are updated automatically if the recipient chooses to send an acknowledgement as prompted when downloading the documents from the transmittal. If they click Yes to this prompt the transmittal will be updated as acknowledged automatically.
Transmittal acknowledgements can be updated manually via the Sent Items folder.
Click the Module drop-down menu.
Select the date in the Acknowledgement Received field.
Click Save changes.
Users with company or department access levels can update the Acknowledgement Received and Response Received fields, cancel a transmittal and resend a transmittal on behalf of other users in the same company or department.
If a user is not the recipient or sender of a transmittal, they usually cannot download the documents on the transmittal (unless they already have access to these documents).
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information