Video - InEight Document Enhanced - Register Forms and Form Attachments as Documents

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to register forms and form attachments within the document register.

Once the form has been reviewed and closed out, It can be saved in PDF format and uploaded along with any form attachments to the document register.

To do this, first find and select the form to register.

Then select actions.

And click here.

You should be prompted to attach the form as a PDF.

If not, You will need to turn on this feature from the user preferences area found under the form options tab.

If forms are always going to be attached PDF, ensure this button is ticked.

Next, select any attachments to process and indicate whether to process the form and any attachments as a single document.

Or process each form attachment as a separate document within the register.

If you have two attachments of the same file format, such as PDF, and select this option.

Then you will also need to select zip attachments.

Since two documents with the same format, cannot otherwise be saved as a single document.

In this case, since only the form is in format, I can select this option.

And not the zip file option.

Then click process.

This opens the new document creation screen with the form already attached in PDF format.

Now that all the mandatory fields have been completed, add any additional information to the document and click save.

The PDF version of the form will added to the document register with all the standard document fields populated.

It can now be located or transmitted just like any other document in the register.

Well, That's how to register forms and form attachments within the document register.

Thanks for watching.