New and Improved Features in Outlook Add-In 1.72

1 minute
1 month ago

We are thrilled to announce the newest features and enhancements to the Newforma Project Center Outlook Add-in! These features are available to users of Newforma Project Center 2024.2 and newer, no updates required.

Forward for Review for Submittals and RFIs

Forward a Submittal/RFI for review is a new feature added in the “File as Submittal/RFI” panel. This allows users to forward a Submittal/RFI via the Outlook Add-In, with or without attachments, to an internal/external contact for a reviewer response. This is presented as a “next action” in the Add-In after filing a submittal/RFI. A few things to note:

  • Projects selected must be on Info-exchange
  • In NPC, activity is logged in various forms:
    • the email filed in the Email Log
    • the Submittal/RFI is created
    • the Submittal/RFI is forwarded
    • Files are attached
  • A notification is sent to the to the recipient
  • A Transmittal is generated and forwarded
  • A teaching bubble has been added to the File as Submittal/RFI screens:

For more information about the requirements and features of the Newforma Project Center Outlook Add-in see this Help article: Welcome to the Newforma Project Center Outlook Add-In