Video - InEight Document Enhanced - Managing Document Distribution Rules

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to automate and manage document distribution using attribute based distribution rules.

First, navigate to the admin area, and select manage document rules.

Select the distribution rule type here.

All the existing document distribution rules are listed below for this project.

To create a new distribution rule, Click here.

Enter a title for the rule.

Next, navigate here to assign users to this rule.

Select the relevant company.

Then choose the users from that company to be added to this distribution rule.

Against each selected user, ensure the appropriate file formats and dates are selected.

As well as whether users will be notified when they get access to these types of documents.

Repeat these two steps for any other companies and users, and click save once complete.

The distribution rules a user belongs to can also be reviewed and maintained via the distribution matrix tab in the contact details screen.

First, click here, then select contacts to access the project address book.

Next, find the relevant contact and select the distribution matrix tab.

From here you can check or adjust distribution rule settings for this user.

In this case, they have access to documents for all disciplines except utilities, and access to all formats as well, except for the civil documents where only the PDF file format is available.

Note also, the notification option is ticked in this case, meaning the user will be automatically notified when new documents are uploaded into InEight that fit this criteria.

The default setting for this notification option can be controlled at a project level from project settings.

Well, that's how to manage document distribution rules.

Thanks for watching.