Documents with multiple attachments are currently not supported for import to Felix. Please ensure that the document contains only a single attachment before importing it.
Import InEight Document project files to a live RFQ
To import an InEight Document project file to a live RFQ:
Navigate to Projects > Requests for Quotation from the main menu.
Locate the RFQ that you would like to import the InEIght Document project file to by using the quick search or filters.
Click on the RFQ Job Name or hover over the ellipsis icon and select View Details from the options.
Go to the Documents tab.
Click the Add or Update Document button. You will be directed to the Communications > Addendum tab.
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.
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,
Attach the file in the dropzone link and select New Document (Not a Revision) from the dropdown.
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,
Attach the file in the dropzone link.
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.