Document 26.10 Release Notes

This is a preview of the upcoming release. General release is available starting 15-OCT-2026.

Web Release Notes

Documents

  • Import and export comment sheet – You can now download a project comment sheet template, so you can add new comments or responses in bulk. You can then import the comment sheet back into the project, and the comments are added to the listed documents. Contact your InEight representative for information about activating this feature. ClosedRead more

    To download the comments template, go to Actions > Comments > Download comment sheet template.

    If your project has an existing customized comment sheet, it is the template that is downloaded.

    After the template is downloaded, you can enter the document number and other identifying information and then add your comments. You can then import the comment sheet (Actions > Comments > Import comment sheet) into Document.

  • Manage review teams in bulk with the matrix import tool – You can now export the templates for review teams, so you can manage rules and reviewers using a Microsoft Excel spreadsheet and import the updates in bulk. ClosedRead more

    The Matrix export and Import Matrix buttons have been added to the Administration >Manage document rules > Review team page.

    You can click Matrix export to open the Matrix export dialog box, where you can search for and add the reviewers who are not currently part of the rules you want to manage.

    After you select users and roles, click Export to open a Microsoft Excel spreadsheet. The spreadsheet features a list of review team rules, including the rule title, and fields used.

    For each rule, you can indicate which reviewers are mandatory, optional, or either; their sequence in the review; and the review duration. For users and roles that are not reviewers, you can specify whether they are a review coordinator, review initiator, or For info user.

    After you have entered all the information, click the Import Matrix button on the Review team page to import the updates.

  • Update reviewers – When the Review Coordinator finds that a document needs additional reviews after the review is complete, they can now add additional reviewers from the Release register. ClosedRead more

    The Update review option has been added to the Actions menu on the Release register. To add reviewers, select Update review. The Add reviewers dialog box opens, and you can select users, roles, and free form review teams to complete the review. After you click Save, the users are added as reviewers, and the review is taken out of the Release register.

  • Integrations for auto-activated reviews – You can now configure the Review initiator document rules to initiate a Bluebeam or Microsoft Office Online session based on the document type. ClosedRead more

    When you set the Automatically activate review workflow field on the Manage document rules > Review initiator page to Yes, a new check box, Initiate Bluebeam/Office session, is enabled.

    When the check box is selected, a Bluebeam or Office session is automatically started when a respective document goes through an auto-activated review process.

  • View only mode in Office integration – Users with view-only access to documents can now use Office integration to open Office files in view-only mode.

  • Change document details and replace or remove view files from the Holding area – You can now change document details and remove or replace view files from the Holding area like you can from the Documents register. ClosedRead more

    The Change document details and Replace/Remove view file actions have been added to the Actions > Admin menu on the Holding area page. The enhanced interface lets you use the spreadsheet-like features, such as copy and paste or drag and drop to update metadata details quickly.

Transmittals

  • Warning when documents are removed – When a document is removed from a draft transmittal, a warning message now shows when you try to send the transmittal from the open transmittal again. ClosedRead more

    The warning message shows each document that has been removed and the reason.

  • Transmittal Download page pagination – The Download page that shows when you click the link in a transmittal notification email is now paginated so you can view a selected number of items per page. ClosedRead more

    The page numbers show in the footer of the page. You can use the arrow keys to move from page to page or select a page number. You also can select the number of items to show per page.

Packages

  • Package Download page pagination – The Download page that shows when you click the link in a package notification email is now paginated so you can view a selected number of items per page. ClosedRead more

    The page numbers show in the footer of the page. Use the arrow buttons to move from page to page or select a page number. You also can select the number of items to show per page.

Checklists

  • Grant access to checklists in bulk – You can now assign For info access to multiple checklists to users in one action. ClosedRead more

    The Provide bulk checklist access option has been added to the Actions menu on the Checklist register. To provide access, select one or more checklists, and then select Actions > Provide bulk checklist access. The select recipients for checklist access dialog box opens, where you can select the users or roles.

    After validation, the selected users and roles are added to the checklists as For info users.

  • Options for export checklists in bulk – When you export selected checklists to PDF, you can now select the option PDF (Complete), which lets you specify whether to include all attachments, links, and history. ClosedRead more

    When you select Export >Selected Checklists > PDF (Complete), the Select files to download dialog box opens.

    You can then select whether to show the checklist history or links by selecting the applicable check boxes in the Select items(s) to display drop-down field.

    The dialog box lists the attachments for each checklist, where you can select the attachments you want to download.

    You can also select whether to export as a single PDF or as a Zip file.

  • Background colors for label controls and section headers – The checklist builder now supports adding a background color to section headers and label controls. ClosedRead more

    The Background color drop-down menu has been added to the standard Section and the Label Field details panels. You can select a background color that shows in the section header or a label in the checklist for emphasis or highlighting purposes.

    The menu has both gradient and palette views.

Forms

  • Expandable Attachments section – You can now lengthen the Attachments section of a form, so you can see more entries at one time. ClosedRead more

    To lengthen the Attachments section, hover over the lower right corner to show the expansion icon. Click and drag the icon to make the section longer.

  • Define the number of rows shown in a dynamic table – When you add a dynamic table to a form in the Form builder, you can now specify the number of rows that are shown by default. ClosedRead more

    The Default number of rows field has been added to the field details for a dynamic table.

    When the form is opened, the number of rows specified in this field show in the form. Previously, only one row showed in a new form.

  • Move to previous step – If you have the applicable permission, you can now move a form to the previous step if the step has not yet been started. Previously, only the current reviewers could move the form to the previous step. ClosedRead more

    In the security group setting Manage user access > Security > Forms > Update workflow step, the setting can be set at the personal, company, or project level.

    When your security group has the Update workflow step permission, you can update the form when no reviewers have completed their step or entered data in the form. To move to the previous step, select Actions > Update form workflow step in the form. The Assign workflow step dialog box opens where you can select the workflow step.

    If work has begun on the form step, a message shows indicating that you cannot update the step because it has already been modified.

  • Improved validations for Submittals sections – When you import forms from other projects that have custom fields, the Forms module now validates Submittals sections, including whether submittals are enabled in your project and whether fields are valid. ClosedRead more

    When there are invalid fields, a message shows that lists the fields.

Gallery

  • Date taken field options – Two new settings in Project settings > Gallery let you manage the Date taken field when Document cannot extract that information from the image. ClosedRead more

    The Allow users to edit date taken check box lets users edit the Date taken field of the image even if it is already populated.

    The Use date uploaded if date taken cannot be extracted from file check box lets Document use the date the image was uploaded to populate the Date taken field.

Submittals

  • Reactivate a closed-out submittal – You can now reopen closed-out submittals, returning them to an Outstanding status when additional work is required. ClosedRead more

    A new security group setting Reactivate submittal has been added to Manage user access > Security > Submittal. For each security group you can specify, whether group members can reactivate submittals at a personal or company level.

    The action Reactivate submittal option has been added to the Actions menu on the Submittals register and the submittal Details page. To reactivate a submittal, select Reactivate submittal from the Actions menu. The submittal is returned to the Outstanding status.

Administration

  • Address book import access – The Import option in the Actions menu on the Address book > Contacts page is now available to any user that can create contacts on the project. Previously, this option was available only to primary and secondary administrators. Import options include companies from a project, contacts from a project, and contacts from a Microsoft Excel spreadsheet.

  • Custom Company tabs – You can now request custom tabs to the Companies address book to capture additional information about vendors, suppliers, and subcontractors, such as qualifications, performance, insurance, or other information that is not stored on other address book pages. Contact your InEight representative for more information about this customization.

  • Filter rule details for review teams – You can now filter the Review team document rules based on rule metadata or reviewer information, so you can quickly find review teams. ClosedRead more

    The Filter/Sort icon has been added to Manage document rules > Review Team. Click the icon to open the Filter and sort dialog box.

    You can then filter on rule details, reviewer details, or review coordinator details.