Info Exchange

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Accessing Info Exchange From an iPad
Access Info Exchange from an iPad There are times when you may require additional project information for a walk-down at a job site. Instead of carrying hard copies of documents,...
Accessing Info Exchange From a Tablet
Access Info Exchange From a Tablet Tablets are a convenient tool for mobile users. Info Exchange is optimized for the tablet platform, so you can perform many tasks with ease....
Action Items Help
Action Items Help Use the Action Items log in Info Exchange to create, track, and manage action items throughout the life cycle of a project. Quick Reference Video Tutorials Overview...
Action Items Log page
Action Items Log This page lists the action items that are logged in the current Project Center project. Select the subject of an action item to view its details. External...
Action Items Overview
Action Items Overview Use the Action Items log to create, track, and manage action items throughout the life cycle of a project. Action items are defined as anything that needs...
Action Items Page
Action Item Page This page shows the details of the action item you selected from the Action Items log. External and internal (Project Center) users see the same information unless...
Activities
Activities The View drop-down list (located in the toolbar) contains links to access the main features of Info Exchange, as shown below.  ...
Activity Centers navigation
Activity Centers Select any of the links below for information on the Info Exchange activity centers.   Action Items   Document Sets     Field Notes        ...
Add a Company
Add a Company Perform the following steps to create a new company. Only Project Center users with a Content Administrator license can create new companies. To add a new company...
Add a Connection to Newforma ID
Add a Connection to Newforma ID Once you have created a Newforma ID, you can search for companies whose projects you want to view on Info Exchange. Perform the following...

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 (54)