Video - InEight Document Enhanced - Create and Release Standard Packages

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to Create and Release a standard package.

To Create a new package, from the Packages module, click the New icon, and select Standard Package. Enter the Package Details and click Save.

Select the Documents tab, then the Plus icon to choose documents. Enter search criteria and click Search. Select the documents here, or specify formats to include from here before saving.

Add recipients by clicking here, selecting the Plus icon, and choosing the relevant company and contacts before saving. Once you are ready to issue the package, click here, add message details, and click Send. The sent package can now be found here.

Well, that's how to Create and Issue a Standard Package.

Thanks for watching.