Modify File Transfer Recipients dialog box

When you transfer files via Info Exchange, use this dialog box to select the project team members who can access the files that have been transferred (or to remove their access rights), and to send them an email notification message regarding the file transfer. After you click OK, the email messages are automatically sent to the recipients.

Recipients

This list contains the project team members who are able to access the file transfer and are sent an email message regarding the file transfer.

To remove recipients, highlight the recipient and press the Backspace or Delete key.

Add Recipients

Click to open the Choose Project Team Members dialog box to select project team members to add to the list of recipients for the file transfer.

 

To access this dialog box

You can access this dialog box on the following ways:

• Select a file transfer, then click Modify Info Exchange Settings > Add or Remove Recipients from the Tasks panel of the Info Exchange activity center.

• Select a contract management item, go to its Related Items tab and select the related transfer (indicated by Related Transfer under the Relation Type column), then click Info Exchange Transfer > Add or Remove Recipients from the Related Item Tasks panel of the contract management item’s activity center.

• Select a transmittal, then click Info Exchange Transfer > Add or Remove Recipients from the Tasks panel of the Project Transmittals activity center.

• Select a published folder, go to its Related Items tab and select the related published folder, then click Info Exchange Folder > Add or Remove Recipients from the Related Item Tasks panel of the Project Files activity center.

• Select a published document set, go to its Related Items tab and select the related published folder, then click Info Exchange Transfer > Add or Remove Recipients from the Related Item Tasks panel of the Project Document Sets activity center..