Newforma Info Exchange Quick Start Guide for External Users
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Info Exchange is a project website that facilitates the transfer of files without the limitations of email or FTP. All activity on Info Exchange is fully tracked so you will know when someone has downloaded the files you sent.
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This guide covers the following topics:
Using Info Exchange
You will receive an email inviting you to use a particular company's Info Exchange project website. The email includes a link to the Info Exchange website. The first time you access the secure website, you are prompted to set your password and accept the terms and conditions.
The link included in the invitation email can only be used once.
Once you have completed your initial login, you are ready to receive files.
1. You receive an email notifying you when someone
has posted a file transfer for you. The notification email includes two
links with options for accessing the files. Select the first link to download
and save the files; select the second link to log
into the Info Exchange website and download the files.
2. When you select the link to login to Info Exchange,
you are prompted to enter your username and password. Enter your information
and select Sign
Use the credentials you used during your initial login. If you forget the credentials, use your email address as your user name and select Forgot Password? to receive password reset instructions.
3. On login, Info Exchange opens the Transfer
page for the file transfer, shown below.
4. Select Download All Contents to download all the files in the transfer. You can also download specific files. Mark the checkbox next to the files to download and select Download Selected Contents.
Download Selected Contents is only available if the original file transfer was set to allow partial downloads.
5. Once you select one of the download command buttons, you are prompted to either open the files or save them. Select Save to save them to your local machine or to the network. After the download completes, you can open the files.
You can use Info Exchange to securely send file transfers of all sizes to project team members and track when the files were received.
1. Log into Info Exchange and select the appropriate project.
3. Fill in the transmittal information, including selecting recipients for the file transfer from the project team members list.
4. Select Add Files to add files to the transfer.
Depending on your browser, you may also be able to drag and drop files to a transfer to upload them. Please see Drag and Drop Files in a Transfer for more information.
If you are sending a drawing file that contains external references, you must include the externally referenced files along with the original drawing.
5. Select Send Files to send the file transfer.
6. To track
your file transfers, select View >
Files and Documents > File Transfers from the menu bar to open
Transfers log, shown below:
the Subject of the transfer to
open the Transfer page,
8. Select the Change Log tab to view the history of actions related to the transfer.
In addition to file transfers, external users can also send RFIs, submittals and change order proposals via Info Exchange. The workflow is very similar for each, so only the submittal workflow is shown in this guide.
1. Log into Info Exchange and select a project. On the Project Home page, select Send>Submittal from the menu bar.
2. On the
Send Submittal page,
complete the submittal form. This includes the spec section, which can
be selected from the drop-down list. Add the files you want to send with
3. Select Send Submittal.
When you receive a request to review a submittal via Info Exchange, you can easily respond through the same interface.
1. You will
receive an email notification of a request for review. Follow the link
in the email to log into Info Exchange.
2. Log into
the site. You are directed to the Submittal
Forwarded page. Select the Files
tab, then select Download All Contents
to download the contents of the submittal.
3. Select Send Response to respond to the
the Send Submittal
Response page and select Send Response.
5. You can
track all your submittal activity in the corresponding log on Info Exchange.
Select View > Contract Management
6. You can
view the other contract management logs by selecting View
and then the appropriate log.
Action items can be used to track project to-do items. For example, a project manager or other person can assign you a list of things you need to do, perhaps with due dates. If you have access to action items, you can view them and possibly update them from Info Exchange.
1. If you receive an email notification that you have been assigned an action item, you can follow the link in the email to log into the site and view or update the action item. You can also log into the site and select View > Project Information > Action Items from the menu bar.
the action item Subject in the
Action Items log
to view it.
the main information and see additional information on the Description,
Log, Supporting Documents,
Related Items and Change
Log tabs on the Action
4. You may
have rights to edit action items. To update an action item, select Modify to open the Modify
Action Item page. For example, you could change the status or add
notes in the Description field
regarding progress on the item. Select Save
and Close when done.
on your permissions, you may have the ability to add new action items.
Select Add Action Item in the
Action Items log.
out the fields on the Add
Action Item dialog box as desired, including Subject,
Due Date and Description.
You can assign it to a team member using the Assigned
To drop-down if desired. If you assign the action item to a team
member, leave the Send Change Notification
Email checkbox selected. Select Save
and Close when done.
3. If you
selected Send Change Notification Email,
the Send Email dialog box
appears. Add recipients and make other changes as needed. Select Send when ready. People in the To: and CC:
fields receive an email notification of the action item.
You can use the Newforma Web Viewer to view, stamp, and markup most image files, including PDFs. You can pan and zoom in a file, use search to locate text, navigate pages in a multipage file, insert an image or stamp, export to PDF, or create a new markup session.
the file and click on the file name to open it in the Newforma
the cursor over any of the buttons in the toolbar for a tool tip to help
you select the tool you need.
3. To zoom
into a particular area of the file, select Zoom
Rectangle on the toolbar. Click and drag a rectangular area to
4. To zoom
back out, select Zoom to Full Page.
5. To add
text in the markup, select Text on
the toolbar. Click where you want to locate the text box. Enter your text
and select OK.
6. Use other
buttons on the toolbar to add clouds, lines, and more. Use Select
to select markups and move them. To delete a markup, select the markup
and press Delete on your keyboard.
7. You can
insert images and stamps as part of your markup. Adding a stamp is similar
to adding an image, but the stamp must be prepared before you can add
it to your markup. The Newforma Web Viewer supports adding stamps created
in Microsoft Word.
Refer to the online help topic Add a New Stamp for more details on how to create a stamp.
8. Stamps: After selecting Insert
Stamp in the toolbar, the Select
a Stamp dialog box appears. If this is the first time the stamp is
being used, you need to select Browse
button to locate the stamp, then select Upload.
After the stamp is uploaded, it appears at the top of the list of stamps
in the Select a Stamp dialog box.
It is also available for use by others in your company. Select the stamp
Name from the list and select
9. Fill out any additional information needed in the Edit Stamp Contents dialog box, then select OK. The stamp is placed in the markup. Reposition the stamp as needed.
10. To create
a PDF, select PDF on the toolbar.
In the Export
PDF Options dialog box, enter a name, select your output options and
select OK. Use the Windows bar
at the bottom of the screen to open or save the PDF in the location of
11. To save
your markup session for later editing or viewing by you and others, select
Save on the toolbar. In the Save Markup
Session As dialog box, enter a name for the markup session. Optionally,
you can add additional members from the project team, change the status
and add remarks. Select OK when
done. The Drawing
Explorer dialog box opens to show the markup session. Select Close when done.
12. Select the Close button in the upper right hand corner to close the viewer.
13. To reopen
the markup session, select View >
Project Information > Markup Sessions. Select the Name
of the markup session you want to open in the Markup
Info Exchange allows you and other project members to share information securely through dynamic folders that are synchronized with the website.
1. You may
receive a notification email when there is something new in a shared folder.
Follow the link in the email to log into the site and download the files,
or log into the site and select View
> Files and Documents > Shared Folders.
2. In the
Folders log, select the name of a shared folder to view its contents
in the Folder Contents panel,
3. Select the Tasks drop-down for the shared folder and select Download Folder to download all files in the folder. You can also download specific files and subfolders by marking the checkbox next to the them and clicking Download Selected.
You may also have rights to upload new information to the shared folders through the website.
1. After logging in, go to View > Files and Documents > Shared Folders to open the Shared Folders log.
the name of the shared folder where you want to upload files in the Folder Contents panel.
the Tasks drop-down for the shared
folder to which you want to upload files and select Upload
Files to open the Upload
Files dialog box, shown below:
4. Complete the transmittal information and add the files you want to upload.
5. Select Upload to upload the files.
6. To track
your upload and which recipients downloaded the new files, select the
shared folder in the Folder Contents
panel, then select Folder Details
from the Tasks drop-down. Select
the Change Log tab to view
the folder status.
Newforma ID provides a single sign-on to all Newforma projects in which users have been invited to participate. Newforma ID is required to log into Newforma Mobile Apps and integrated cloud storage services, as well as projects managed via Newforma Info Exchange and Newforma Project Cloud websites.
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