Info Exchange

Add a Contact Perform the following steps to add a new contact. Only Project Center users with a Content Administrator license can create new contacts. To add a new contact...

Add Action Item dialog box

Add Action Item dialog box Use this dialog box to create a new action item. Subject Enter the subject for the action item. Type The action item type,...

Add a Daily Report

Add a Daily Report Perform the following step to create a new daily report from Info Exchange. To view and create a new daily report, you must be a member...

Add a Document Set

Add a Document Set Document sets cannot be created from Info Exchange. They must be created in Project Center, then be made visible to Info Exchange users. Document sets are...

Add a Field Note

Add a Field Note Follow these steps to create a field note in Info Exchange. To create a field note on Info Exchange you must be a member of a...

Add an Action Item

Add an Action Item Perform the following steps to create a new action item. To create a new action item, you must be a member of a Permission Set that...

Add a New Stamp

Add a New Stamp Perform the following steps to add a new stamp to the list of available stamps when marking up an image in the Newforma Web Viewer. As...

Add an Image to a Markup

Add an Image to a Markup Perform the following steps to add an image file to a markup. To add an image to a markup session If you are not...

Add a Site Visit

Add a Site Visit Perform the following step to create a new site visit from Info Exchange. To view and create a new site visit, you must be a member...

Add Company Dialog Box

Add Company Dialog Box Use this dialog box to create a new company from the Companies Log in Newforma Info Exchange. Only Project Center users with a Content Administrator license...

Info Exchange Categories

User Assistance (35)

Tips and Tricks (17)

Reference Guides (3)

Pages (82)

Newforma Web Viewer (25)

NewformaID-Cloud (7)

How Tos (110)

Graphics Topics (17)

Dialog Boxes (39)

Activity Centers (53)