Video - InEight Document Enhanced - Process Vendor Documents

TRANSCRIPT

Welcome to InEight Document. This video demonstrates how to process vendor documents.

All documents uploaded by the vendor are automatically sent to the holding area.

From here, they need to quality checked and processed before they can be added to the standard document register.

To process the vendor documents, Click here.

Hover over vendor data.

Then select holding area.

Click here to select the relevant documents.

Then, click process documents.

Update the metadata as required.

And use this button. To ensure all documents are linked to a deliverable line item them.

When documents are being processed, the received date can be revised.

This update will also be reflected in the vendor data register.

Validate to ensure there are no errors.

Lastly, Click process to add these vendor documents to the document register.

Documents then follow the standard rules set up within your project For instance, if the vendor documents have a restrained status, they will undergo a review using in review process within in a document.

Well, That's how to process vendor documents within the vendor data module. Thanks for watching.