Uploading a New InEight Document

1. From the InEight Document tab within Office Integration, click Upload; you will be prompted to enter your login details. Once completed click Login.

2. Within the single upload screen enter the metadata details. Note the document attaches automatically.

   

3. Click Save once complete. This will upload the document into InEight Document. If PDF has been selected, then a PDF copy is automatically attached to the document as well.