How Tos

Sorted:
Finalize a Site Visit
Finalize a Site Visit Finalize a site visit to close it. This option is available depending on your permission set.  You can finalize a site visit the following ways: from...
Forward or Respond to an Email Message
Forward or Respond to an Email Message Internal project team members can forward or respond to an email message to other project team members from Info Exchange. To forward or...
How can my Company Host an Info Exchange Website
How Can My Company Host an Info Exchange Website? To learn more about Info Exchange and its benefits for your company, please click here to visit the Newforma website....
How To…
How To                                                                                                                              ABC | DEF | GHI | JKL | MNO | PQR | STU | VWXYZ To view this list by feature, see Frequently Asked Questions. A B C...
Make a Project and Its Activity Centers Available on Info Exchange
Make a Project and Its Activity Centers Available on Info Exchange Use the following procedures to make a Project Center project available on Info Exchange, give yourself access to the...
Modify Action Item
Modify an Action Item Use the Modify Action Item page or dialog box to modify the contents of an action item. Refer to Add Action Item dialog box for more...
Modify Company Profile
Modify a Company Profile Use the Modify Company dialog box to modify a company’s information. Refer to Add Company dialog box for more information.   To access this page  ...
Modify Contact
Modify Contacts Perform the following steps to modify contact information. Content Administrators can modify contact and contact records. For more information, please contact your Newforma administrator. To modify contact information...
Modify Daily Report
Modify a Daily Report Use the Modify Daily Report page or dialog box to modify the contents of a daily report. Refer to Add Daily Report dialog box for more...
Modify Field Note
Modify a Field Note Perform the following steps to modify a field note. Modify a field note From the Field Notes log, select the button to the left of the...

Info Exchange Categories

  • User Assistance (35)
  • Tips and Tricks (17)
  • Reference Guides (3)
  • Pages (82)
  • Overviews (45)
  • Newforma Web Viewer (25)
  • NewformaID-Cloud (7)
  • How Tos (110)
  • Graphics Topics (17)
  • Dialog Boxes (39)
  • Activity Centers (53)