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Transfer Files from Windows Explorer to Info Exchange
Transfer Files from Windows Explorer to Info Exchange Perform the following steps to create an Info Exchange file transfer directly from Windows Explorer. To create a file transfer from Windows...
Transfer Files to a Drag and Drop Location and Record an Outgoing Transmittal
Transfer Files to a Drag and Drop Location and Record an Outgoing Transmittal Perform the following steps to transfer project files to a drag and drop location and record an...
Transfer Files Via Info Exchange
Transfer Files Via Info Exchange Perform the following steps to transfer project files via Info Exchange. You must be a member of the internal project team to perform this procedure....
Transfer Files Via Info Exchange and Record an Outgoing Transmittal
Transfer Files Via Info Exchange and Record an Outgoing Transmittal Perform the following steps to transfer files to your Newforma Info Exchange Server for internal and external project team members...
Transfer Files Via Info Exchange Using the Project Center Add-In for Microsoft Outlook
Transfer Files Via Info Exchange Using the Legacy Project Center Add-in for Microsoft Outlook You can transfer files via Info Exchange from Microsoft Outlook using the legacy Project Center Add-in...
Transmittals Quick Reference Guide
Transmittals Quick Reference Guide This topic provides a reference for the Project Center Project Transmittals activity center. Click here to download a PDF of the reference guide. Purpose Like the...
Troubleshooting Forms
Troubleshooting Forms If you find that your form templates are not appearing correctly or are throwing error messages, refer to the following troubleshooting table: Issue Resolution A field is not...
Unassign Action Items
Unassign Action Items Perform the following steps to unassign an action item. To unassign action items If you are not already there, open the Action Items activity center by clicking...
Understanding Newforma Field Tags
Understanding Newforma Field Tags When creating Microsoft Word form templates, a Newforma field tag with XML node, element, or attribute names in a template will pull specific data from an...
Understanding the Document Control Revision Purpose
Understanding the Document Control Revision Purpose With the addition of latest revision purpose tracking, Project Center’s Document Control activity center adds support for workflows that require a record document to...

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