Video - InEight Document Enhanced - Create Companies

TRANSCRIPT

Welcome to InEight Document. This video demonstrates how to create a company.

First, click the Address Book, then select Companies.

Click here to create a new company.

Enter in a unique company name, ID, and company type. Other company details can also be added, but are not mandatory.

To add a new company type or trade, select the plus icon next to the field and enter details. Click here to manage company access settings and set up a company administrator. Upload the company logo for correspondence and transmittals here.

Lastly, activate or deactivate all contacts at a later stage using the Actions button here. Well, that's how to create and configure a company.

Thanks for watching.