You can effortlessly save time by integrating InEight Documents with Felix to import project files into an RFQ.

Watch this video below to acquire insights on importing an InEight Document during RFQ creation as well as on an active RFQ.

 

Importing InEight Document project files when creating an RFQ

To import an InEight Document project file when creating an RFQ:

1. Navigate to Projects > Requests for Quotation from the main menu.
2. Click the New RFQ button in the top right corner.
3. To complete each section in the Job Summary tab, refer to How to Create an RFQ.
4. Go to the Documents tab after completing the Job Summary tab.
5. Click the Import from InEight button beneath the relevant document group.

 

Filtering InEight Document project files

This allows you to search using parameters that are unique to each project.

1. Select an option from the filter dropdown to filter documents by a specific parameter such as Title. Filters are dynamic and may differ from project to project.
   
   
   
   
2. Enter relevant parameters in the next field or select from a dropdown.
3. Select Add Filter if you need to narrow down your search even more.
   
   
   
   
4.  Click the Apply Filters button. 

NOTE: Clicking the Apply Filters button without selecting any options from the dropdowns will give you a long list of files that are available within InEight Document for the mapped project.

 

Selecting InEight Document project files to import

1. To select which document you would like to import to an RFQ, click the checkbox beside the document number. You can select one or many files at once.
2. Click the Import to RFQ button.
   
   
   
   
3. To remove a document, click the x icon beside the document name.
4. To download a document, click the down arrow icon beside the document name.
5. Refer to How to Add Services to an RFQ to proceed with the next step.

Importing InEight Document project files to a live RFQ

To import an InEight Document project file to a live RFQ:

1. Navigate to Projects > Requests for Quotation from the main menu.
2. Locate the RFQ that you would like to import the InEIght Document project file to by using the quick search or filters.
3. Click on the RFQ Job Name or hover over the ellipsis icon and select View Details from the options.
4. Go to the Documents tab.
5. Click the Add or Update Document button. You will be directed to the Communications > Addendum tab.
   
   
   
   
6. Update the following fields:
   • (Required) Title - Enter a title for the addendum in the field provided.
   • (Required) Body - Enter your message in the field provided.
   • (Optional) Ref # - Enter a reference number in the field provided.
7. Upload any relevant documentation by selecting from the options.
   • Upload or revise local files - Select this if you are uploading new files or issue revised files then attach them in the dropzone link. You can attach both new files and issue revised files in the same message.
     • To upload new files,
       1. Attach the file in the dropzone link and select New Document (Not a Revision) from the dropdown.
       2. Select the relevant Group and Service from the dropdowns and click the Send button.
          
          
          

          NOTE: If you are uploading a new, distinct document, select New Document (Not a Revision) from the dropdown.

     • To upload revised files,
       1. Attach the file in the dropzone link.
       2. Select the original document name from the dropdown and click the Send button.
          
          

          NOTE: Felix matches new file upload names with documents you have already released to vendors with the same RFQ. If the file name of the new upload is the same as one of the previously released documents, this attachment will be suggested as a revision of the matched document. In certain scenarios, a file may not be matched automatically. For example, the file name is significantly different from the original revision name. In this case, select the original document name from the dropdown.

          
          
          
          
   • Add new files from an external source - Select this if you are uploading new files from an InEight Document Management (DMS) integration.
     • If you are uploading revised files, go to the Documents tab to upload InEight document revisions.
8. Select the relevant Services and Document Group from the dropdowns.
9. Click the Import from InEight button beneath the dropzone link.
   
   
   
   
10. Select an option from each dropdown to filter and click the Apply Filters button.
11. To select which document you would like to import to a live RFQ, click the checkbox beside the document number.
12. Click the Import to RFQ button.
    
    
    
    
13. To remove a document, click the x icon beside the document name.
14. To download a document, click the down arrow icon beside the document name.
15. Click the Send button.

How does the integration work with Documents that have multiple files attached?

If your document in InEight Document only has a single file attached, then the Felix integration will attempt to import that file.

If your document has multiple files attached, the integration will pick a file to download based on the types of files that are attached to the document.

• It will first look for a PDF file (a file with the .pdf file extension), and if one is found it will import the PDF file.
• If no PDF is found, then the integration will look for a DWG file (a file with the .dwg file extension), and if one is found it will import the DWG file.

If there is no PDF or DWG file on the document, the integration will import the first file shown in the File list for the Document.

 

NOTE: These prioritisation rules are based on the file extension of the files, and are independent of the InEight Document Format Codes.