The InEight Document integration is configured per project. The following instructions outline how to configure the integration at a project level to allow users to import files from InEight Document into RFQs in Felix.
To access the Integrations page for a relevant project, a user requires View all Projects and Manage Project Integrations security group permissions.
To connect an InEight Document project to Felix:
|The InEight User ID for the user enables the integration between Felix and InEight Document. Only one user needs to be mapped for the integration to be established for the project. Authenticated users in Felix will be able to access InEight documents for the connected project through the integration. As an example, the User ID could be in the format of JOHNSMITH.
|Company ID of the selected mapped user. For example, YOURCOMPANY.
|Password of the selected mapped user.
|Project ID for the InEight project where the documents are hosted. Note that only one InEight project can be connected to a Felix project at a time.
|Provide the server where the project is hosted using either the short format (e.g. au1) or the full URL (e.g. ineight.custom.com.au). Projects hosted on dedicated custom servers are required to use the full URL.