File Transfer form

Used with Info Exchange, this form displays the contents and the transfer history for the selected file transfer.

Information

This section lists the project name, number, subject, the project manager, the client, the contact who sent the file, the recipients of the file, how it was sent, expiration date, and any remarks.

History

The complete history of the file’s transfer events appears here.

Contents

This list displays the project files that were sent in the transfer.

 

Print

Click to print the information in this form.

Report

Click to open the Create a Report dialog box to select the type of file transfer report to create.

 

To access this form

You can open this form in the following ways:

• Select a file transfer, then click View Form from the Tasks panel of the Info Exchange activity center.

• Expand a contract management item to open its list of actions, select an action from the list, select its related transfer from the Related Items tab, then click View Form from the Related Item Tasks panel.

• Select a transmittal, then click Info Exchange Transfer > View Transfer History from the Tasks panel of the Project Transmittals activity center.

• Select a file transfer, then click Open File Transfer Form from the Tasks panel of the Search Results window.