InEight Document Software Features
Document Control Capabilities to Support Capital Projects
InEight Document is construction document control software for complex capital projects, supporting the high volume of project data generated across the project lifecycle. With centralized document management, review and approval workflows, quality and contract communication tools, and secure access controls, it provides full visibility while reducing rework, improving coordination, and ensuring teams always work from the latest approved documents.
InEight Document Is Part of an Integrated Construction Project Controls Solution
The modular, integrated InEight platform connects accurate documentation with cost, contract, schedule, and change workflows across all phases of a capital project. InEight Document works seamlessly with other modules such as InEight Contract and InEight Change to ensure project documentation stays aligned with execution, approvals, and financial outcomes.
Explore InEight Document’s Capabilities for Secure, Governed Project Information
InEight Document standardizes and governs how construction documents are stored, reviewed, approved, revised, and accessed. These features eliminate revision confusion, accelerate approvals, and maintain accountability so that sensitive project information remains secure and compliant.
Capabilities for controlling who can access project information—and maintaining a complete, immutable record of every action taken.
| Function | Capability | Why It Matters |
|---|---|---|
| Project Setup & Collaborator Access | Provision projects and collaborators with governed access | Accelerate secure project startup while maintaining control over who can access sensitive information. InEight Document lets you create project instances from templates, capture key identifiers through metadata and forms, and enable internal and external collaborators with role-based access, SSO, and MFA—ensuring users are onboarded quickly without compromising governance. |
| Secure Document Access & Identity Controls | Role-based access to sensitive project documents and workflows | Reduce risk and ensure users only see what they are authorized to access. InEight Document controls who can view, edit, submit, review, and approve documents using role-based permissions, security groups, and least-privilege access. Support for SSO (OIDC) and MFA ensures internal teams, partners, and federal users can securely access only the deliverables and workflows they are permitted to see. |
| Audit Records & Immutable History | Robust audit trails for actions and approvals | Demonstrate compliance, accountability, and defensible decision-making at any point in the project lifecycle. InEight Document maintains complete, immutable records of document views, markups, revisions, approvals, and outcomes, with exportable histories that support regulatory compliance, claims, and dispute resolution. InEight Document also maintains communications as permanent project records, ensuring interactions between organizations remain traceable for the full project lifecycle. |
| FedRAMP Moderate Equivalency Authorization | FedRAMP Moderate Equivalency Authorized document control for federal environments | Enable secure document control for federal projects and agencies with stringent security requirements. InEight Document has achieved FedRAMP® Moderate Equivalency Authorization and is listed in the FedRAMP Marketplace, confirming alignment with federal security standards for protecting sensitive project information. |
| IRAP PROTECTED Authorization | IRAP assessed document control at the PROTECTED classification level | Support secure document control for government and public sector organizations requiring high levels of information protection. InEight Document has completed an IRAP assessment at the PROTECTED classification level, confirming alignment with Australian Government security requirements for protecting sensitive project and asset information. |
Controls supporting scalable document operations, system performance, and role-based visibility across projects and portfolios.
| Function | Capability | Why It Matters |
|---|---|---|
| Instances, Templates, Closeout & Handover | Operations vs. project instances, templates, archiving, and staged handover | InEight Document lets you run operations and project instances, tailor your project setup for your industry, and support archiving through controlled inactivation. Staged handovers can also be configured, ensuring approved deliverables are transitioned without losing traceability or control. |
| User, Project & Company Dashboards | Role-based dashboards with direct links to work | Help users focus on the work that matters most. InEight Document provides dashboards at the user, project, and company level that surface key tasks, overdue indicators, and recent updates—so teams can act quickly and stay aligned at the personal, company, and project level. |
| Large-Scale Document Repository Performance | Responsive performance for millions of controlled deliverables | Ensure document control processes remain reliable and responsive even as volume and activity grow. InEight Document maintains fast search, viewing, and workflow performance across very large document repositories and globally distributed teams, with monitoring and alerting to support consistent performance at scale. |
Features enabling governed collaboration, issue resolution, and structured coordination with internal teams and external partners.
| Function | Capability | Why It Matters |
|---|---|---|
| Configurable Checklists & Readiness Tracking | Create and complete customizable checklists to support project governance and validation | Ensure critical requirements are validated before approval, issue, or handover. InEight Document enables teams to create, configure, and complete responsive checklists for inspections, ITC processes, QA/QC reviews, safety procedures, permitting requirements, and handover validation. |
| Issue & Defect Management | Track, manage, and resolve project issues and defects with evidence and workflow | Maintain visibility, accountability, and quality control as issues are identified and resolved. InEight Document enables teams to record, track, and resolve issues and defects through configurable workflows. Users can create items from forms, documents, or field observations, attach evidence such as photos, videos, markups, and additional files, assign ownership and due dates, and track status through resolution and closure. All actions are fully auditable. |
| Tender Management | Controlled distribution of tender documents with built-in business processes | Maintain consistency, fairness, and traceability throughout the tender process. InEight Document enables the controlled distribution of tender documents with defined recipient lists and embedded workflows to manage bid distribution, addenda, submissions, and responses, ensuring full governance and audit history. |
| Forms for Requests, TQs, RFIs & NCRs | Workflow requests with attachments, routing, and tracked outcomes | Standardize how requests and nonconformances are submitted, reviewed, and resolved. InEight Document uses configurable forms for Change Requests, TQs, RFIs, NCRs, or any other applicable communication, allowing users to send queries, clarifications, and quality issues through governed workflows, support optional consolidation, and submit via web or mobile with full auditability. |
Capabilities enforcing formal document review, issue, revision, and approval governance throughout the project lifecycle.
| Function | Capability | Why It Matters |
|---|---|---|
| Submittals Management & Compliance | Manage third-party document submissions with status tracking | Ensure third-party submissions meet contractual and quality requirements before acceptance. InEight Document organizes, receives, tracks, reviews, and approves submittals against defined requirements with clear status visibility, audit trails, and full traceability. |
| Document Issue, Packages & Transmittals | Controlled distribution and formal issue of document sets | Maintain control over which documents are formally issued, to whom, and when. InEight Document allows grouping documents into packages and transmittals with defined recipient lists, receipt tracking, and auditable returns using governed distribution matrices. |
| Submission Intake & Quality Gate | Optional admin check before review initiation | Reduce reviewer rework and improve submission quality at the point of intake. InEight Document supports deliverable submission via upload or transmittals with an optional Document Control or Admin quality gate before review initiation. |
| Review, Markup, Approval & Sign-Off Workflows | Configurable reviews with auditability and e-signature | Standardize review and approval processes while preserving accountability. InEight Document enables multiple reviewers to markup, comment, and share feedback simultaneously in one controlled location—reducing review cycles and eliminating version confusion. It supports parallel or sequential reviews with delegation, escalation, consolidation, and notifications. Additionally digital sign-off can be configured through DocuSign or Adobe Sign, all with full auditability. |
| Revision, Superseded & Cancelled Governance | Revision history with traceability to replacements | Preserve a defensible record of how documents evolve over time. InEight Document maintains complete revision histories, allows status control to align with design and construction practices and maintains links to all events, ensuring a full audit of the document is available. |
| Redline / As-Built Process Management | Manage redlines and controlled publication to operations | Ensure field updates and as-built changes are captured without compromising released control. InEight Document manages redlines as controlled working updates and governs publication of approved changes back to operations. |
Capabilities supporting structured document registers, metadata standards, secure storage, and rapid information retrieval.
| Function | Capability | Why It Matters |
|---|---|---|
| Project Mail Management & Traceability | Store and manage formal project correspondence | Preserve formal project communications as governed records. InEight Document centralizes project correspondence with captured metadata ensuring project specific classifications, participants, timestamps, and full history to support traceability and accountability. |
| Gallery & Visual Records Management | Capture, organize, and retrieve project images and videos | Ensure visual records are retained, searchable, and defensible as part of the project record. InEight Document allows images and videos to be uploaded from mobile or web, enriched with metadata, linked to other items or issues, and retained as auditable records. |
| Document Register + Placeholders + Status Tracking | Track deliverables from scope through handover | Maintain visibility and control over every deliverable from definition through handover. InEight Document maintains structured document registers with support for placeholders, status management, metadata, and compliance visibility across the project lifecycle. |
| Metadata & Numbering Standards (ENS/PBS) | Enforce hierarchy and naming consistency | Ensure consistent navigation and data integrity across projects and operations. InEight Document configures numbering and metadata rules by classification and can align metadata to support hierarchy, naming standards, and structured organization. |
| Numbering + Metadata Governance | Create, validate, and reserve deliverables | Prevent duplicate, invalid, or non-compliant deliverables before they enter the system. InEight Document enables placeholder creation through in-system tools or bulk upload, applying auto-numbering and validation to reserve approved document numbers. |
| Advanced Search & Smart Document Organization | Fast retrieval without duplicating files | Find the right information quickly without creating duplicate or unmanaged copies. InEight Document supports OCR search, saved views, smart folders, and dynamic organization rules while preserving a single source of truth. |
| Bulk Upload & Metadata Capture | Accelerate ingestion and updates | Reduce manual effort when uploading large volumes of documents or updating records. InEight Document supports bulk upload via Excel or tools with optional extraction and governed metadata updates. |
| File Handling, Renditions & Viewing Controls | Native and PDF renditions with secure viewing | Balance ease of access with secure, controlled publishing. InEight Document manages native files and renditions under a single record, supports watermarking and viewing controls, and maintains a governed publishing model. Multiple renditions under a single governed document streamline storage, prevent duplication, and ensure revision control. |
| Tag Register & Tag Number Governance | Govern tag metadata | Maintain structured tag data that supports reporting, handover, and operations. InEight Document maintains tag registers with validation, and reporting support. |
| Engineering Key Lists for Tag Data | Manage tag data as structured lists | Keep engineering tag data accurate and aligned with operational requirements. InEight Document manages tag numbers and attributes through configuration tables and imports, supporting downstream operational use. |
| Tag-to-Document Relationships (Governed) | Find deliverables by tag | Enable structured retrieval of deliverables based on asset or tag relationships. InEight Document creates governed relationships between tags and documents to support consistent, metadata-driven retrieval. |
Integrations connecting document control with productivity tools, analytics platforms, and the broader InEight ecosystem.
| Function | Capability | Why It Matters |
|---|---|---|
| Microsoft 365 Integration | Governed collaboration using Microsoft tools | Enable teams to collaborate in familiar Microsoft applications without losing document control. InEight Document allows users to collaboratively edit supported Office files in Microsoft apps while maintaining InEight as the system of record, preserving permissions, version history, workflows, and audit trails. |
| Bluebeam Integration | Advanced PDF markup integration | Support specialist PDF reviews without breaking governance or traceability. InEight Document enables PDFs to be opened in Bluebeam for advanced markup and review, then returned to InEight with revisions, approvals, and audit history preserved within document control. |
| Microsoft Outlook Integration | Mail and transmittals in Outlook | Keep formal project correspondence connected and available to the project through familiar tools like Outlook. InEight Document allows users to send and receive governed project mail and transmittals directly from Microsoft Outlook, ensuring messages, attachments, metadata, and audit history remain managed in the system of record. |
| Cross-Module Data Flow | Seamless data flow across InEight modules | Maintain alignment across capital projects without manual handoffs. InEight Document shares data seamlessly across InEight modules so project controls information remains synchronized and consistent. |
| APIs + Reporting + BI | Expose data for integrations and analytics | Extend document data into enterprise analytics and customer-built integrations. InEight Document provides APIs and reporting interfaces that support integrations and BI pipelines into platforms such as Snowflake and Power BI. |
Capabilities supporting controlled execution, formal acceptance, and reporting visibility from project delivery through closeout.
| Function | Capability | Why It Matters |
|---|---|---|
| Formal Handover & Lot-Based Governance | Progressive staged handover with validation | Ensure documents are formally accepted and transitioned in a controlled, auditable way. InEight Document supports formal handover of documentation through controlled folder exports, allowing incremental quality handover through lot export, and supporting full project handover through organizational archives. |
| Lot-Based Deliverable Grouping | Govern documentation and quality records during execution | Maintain structure and coordination when managing large or interdependent project activities. InEight Document groups data into lots during execution, enabling coordinated reviews, quality communication, validation, readiness checks and handover. |
| OOTB Reports + Scheduling | Standard reporting with scheduled delivery | Provide ongoing visibility into project activity and governance without manual reporting effort. InEight Document delivers out-of-the-box reports for workflows, status, forms, mail, transmittals, and more, with configurable scheduling and email delivery to stakeholders. |
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