The Take 5 tutorials provide real time solutions to everyday questions. Each tutorial takes less than five minutes to introduce you to the user experience and functionality that you can expect when using Newforma Project Center.

Simply select the tutorial to view, then in about 5 minutes you can...

Newforma Project Center

Document Control – Creating Sheet Lists
Learn how to use tools in Newforma Project Center to create project sheet lists.

Document Control – Updating/Synchronizing Sheets
Learn how to update and synchronize sheets using the tools in Newforma Project Center Document Control.

Document Control – Issuing Sheets
Learn how to issue project drawing sheets using Newforma Project Center Document Control.

Meeting Minutes – Scheduling Meetings
Learn how to schedule a meeting in Newforma Project Center.

Meeting Minutes – Scheduling Meetings in Outlook
Learn how to schedule a meeting in Newforma Project Center using Microsoft Outlook.

Meeting Minutes – Planning Meetings
Learn how to plan project meetings in Newforma Project Center.

Meeting Minutes – Documenting Meetings
Learn how to plan document meetings in Newforma Project Center.

Project Images – Managing Images
Learn how to use tools in the Newforma Project Center to manage project images, such as photographs, aerial imagery, site photos and more.

Create Outgoing Transmittals
Learn how to create outgoing transmittals through the Newforma Project Center Transmittals Activity Center.

Info Exchange - Send File Transfer
Learn how to use the tools in the Newforma Project Center Info Exchange Activity Center to transfer files to external team members.

Non-Outlook - Log Incoming Transmittal
Learn how to log an incoming transmittal through the Newforma Project Center.

Outlook - Filing an Email
Learn how to file an email message using Microsoft Outlook and Newforma Project Center.

Compare
Learn how to compare versions of documents in Newforma Project Center.

Outlook - Action Items using Microsoft Outlook
Learn how users of Microsoft Outlook can create and manage project Action Items in Newforma Project Center.

Non-Outlook - Action Items using Non-Outlook
Learn how to create and manage Action Items using Newforma Project Center.

Design and Construction Review
Learn how to use the tools in the Newforma Project Center Building Information Management Activity Center to review design and construction documents for project collaboration.

Markup Sessions
Learn how to review, redline and collaborate using Newforma Project Center Markup Sessions.

Info Exchange Folders
Learn how to collaborate using Newforma Project Center Info Exchange Folders.

Outlook - Log Incoming Transmittals using Microsoft Outlook
Learn how to log an incoming transmittal through Newforma Project Center using Microsoft Outlook.

Non-Outlook - Filing Email
Learn how to file project email using Newforma Project Center.

General Navigation
Learn how you navigate through project information and project work processes.

Punchlist - Newforma Info Exchange
Learn how project team members can manage punch list items through Newforma Info Exchange.


Newforma Add-in for Autodesk Revit


Managing Sheets
Learn how to manage Autodesk Revit sheets using the Newforma Add-in for Autodesk Revit.

Managing Spatial Data
Learn how to manage spatial data from Autodesk Revit using Newforma Add-in for Autodesk Revit.

Managing BIM – Action Items
Learn how to setup and manage Building Information Modeling - Action Items information using Newforma Add-In for Autodesk Revit.


Newforma Contract Management


Punchlist – Info Exchange
Learn how to access Punchlist items via Newforma Info Exchange.

Entering Items & Generating Reports
In this Take 5 Tutorial we'll review how to enter Punchlist items and generate reports using Newforma Contract Management.

Punchlist – Setup
In this Take 5 Tutorial we’ll review how to setup Newforma Contract Management, Punchlists.


Newforma Info Exchange

Info Exchange User Login
Learn how to login to Newforma Info Exchange as a new user.

Receive Files from Info Exchange
Learn how to receive files through Newforma Info Exchange.

Receiving Info Exchange Folders
Learn how to use Info Exchange Folders to receive up-to-date project information from project team members.

Updating Info Exchange Folders
Learn how to update information in Info Exchange Folders to share current project information among project team members.

Info Exchange Submittals
Learn how to create and send Submittals through Newforma Info Exchange.

Info Exchange Submittal Action Logs
Learn how to manage Submittal responses through Newforma Info Exchange.

Info Exchange Expected Submittal Logs
Learn how to manage Expected Submittals through Newforma Info Exchange.

Info Exchange RFIs
Learn how to create, send and receive responses to RFIs from Newforma Info Exchange.

Info Exchange File Transfers
Learn how to transfer a file to other project team members through Newforma Info Exchange.

Info Exchange Action Items
Learn how to view and manage your project action items through Newforma Info Exchange.

Info Exchange Calendar
Learn how to view the project calendar and subscribe to calendar updates through Newforma Info Exchange.

Info Exchange Project Email
Learn how to view email messages files to the project through Newforma Info Exchange.



Newforma Mobile

Submittals
Learn how to use Newforma Mobile Submittal Log to review project Submittals which have been assigned to you as a project team member.

Request for Information
Learn how to use Newforma Mobile RFIs to review project RFIs which have been transmitted to project team members.

Record Documents
Learn how to create and send Submittals through Newforma Info Exchange.

Project Team
Learn how to use Newforma Mobile Project Team to view project team contact information.

Project Email
Learn how to use Newforma Mobile Project Email to review project emails.

Info Exchange Folder
Learn how to use Newforma Mobile Info Exchange Folders to review project files.

Action Items
Learn how to use Newforma Mobile Action Items to manage project Action Items.


Newforma Project Center – InfoPath Customization of Forms

Changing your Logo in Newforma
Learn how to update your Logo Image in Newforma Project Center.

Create and Assign a Template Style
Learn how to create a new Default Template Style and assign this style to projects in Newforma Project Center.

Customize an Existing Template Form Using InfoPath
Follow these steps to customize an existing Template Form in Newforma Project Center using InfoPath.

Create a New Template in InfoPath
Learn how to create a new Template Form using InfoPath.

Import your Word Form into InfoPath to Create a Template Form
Import your Word document into InfoPath to create your Transmittal Template form in Newforma Project Center.