Info Exchange

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Clear the Cache in Your Browser
Clear the Cache in Your Browser Perform the following procedure to delete the cache files and information stored in your web browser: Internet Explorer Follow these steps to delete the...
Close an Action Item
Close an Action Item Perform the following steps to close an action item. You must be part of a permission set that allows you to close action items. To close...
Close Open Items
Close Open Items Use the following guidelines to close project items in Info Exchange. To close action items From the Action Items log, select the icon next to the appropriate...
Comment Dialog Box
Comment Dialog Box Use this dialog box to record details pertaining to the currently selected contact or company. Date The date the comment was created. This field is automatically populated....
Companies Log
Companies Log This page shows all companies from the Project Center global database. This page is available only if you are an internal (Project Center) user. Columns Expand Company Select...
Company Information Dialog Box
Company Information Dialog Box Use this dialog box to view company information throughout Info Exchange.   Name The company name appears at the top of the dialog box. Rating The...
Company Logo
Company Logo Your company logo appears here. The logo file is added during the Info Exchange installation....
Complete a Pricing Item on a Potential Change Order
Complete a Pricing Item on a Potential Change Order Perform the following steps to complete a pricing item in a potential change order from Info Exchange.     To  complete...
Complete a Review
Complete a Review Perform the following steps to complete a review of a Project Center item on Info Exchange. In this example, we’ll review the workflow for a submittal that...
Complete Pricing Item dialog box
Complete Pricing Item dialog box Use this dialog box to complete a pricing item in a potential change order. Item Number The item number of the pricing item. Subject 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)