How Tos

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Receive Personal Email Messages Outside of a Project (Workflow)
Receive Personal Email Messages Outside of a Project (Workflow) Perform the following steps to receive personal email messages with attachments via Info Exchange that are not related to any Project...
Record a Reviewer Response to a Contract Management Item
Record a Reviewer Response to a Contract Management Item When tracking contract management items in Project Center, you can record responses to items you sent out or forwarded for review....
Record a Reviewer Response to an RFI
Record a Reviewer Response to an RFI When tracking RFIs in Project Center, you can record a reviewer response that was received from an RFI that was forwarded. Perform the...
Record a Reviewer Response to a Submittal
Record a Reviewer Response to a Submittal When tracking submittals in Project Center, you can record a response to a submittal you sent out or forwarded for review. Perform the...
Relate Action Items or Other Project Items to Meeting Minutes or the Project Timeline Items
Relate Action Items or Other Project Items to Meeting Minutes or Project Timeline Items Perform the following steps to add action items or other Project Center items to a project...
Relate Project Center Items to Each Other
Relate Project Center Items to Each Other Perform the following steps to manually link any item created in Project Center to another Project Center item to relate them to each...
Remove a Folder from a Project
Remove a Folder from a Project Use this procedure to remove folders from a Project Center project. You must be a Project Center administrator to remove folders from a project....
Remove a Shared Folder from Info Exchange
Remove a Shared Folder from Info Exchange Perform the following steps to remove a shared folder from Info Exchange. This procedure also applies to document sets. To remove a shared...
Remove Files from Info Exchange
Remove Files from Info Exchange Perform the following steps to permanently delete files from your Newforma Info Exchange Server. You must be a Project Center administrator to remove files from...
Rename a Document Set
Rename a Document Set Perform the following steps to rename a document set. To rename a document set If you are not already there, open the Project Document Sets activity...

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