File Transfers
New File Transfer
Click to open the Transfer Files to a Newforma Info Exchange Server dialog box or the Transfer Files and Create an Outgoing Transmittal dialog box to transfer files via Info Exchange or to transfer the files to Info Exchange and create a transmittal.
Info Exchange Website
Click to open and log into the Newforma Info Exchange website.
See Info Exchange Workflow Examples for External Users for information on how external team members might use the Info Exchange site.
Create a Report
Click to open the Create a Report dialog box to select the type of Info Exchange log report to create.
Selected File Transfer
The following list shows all available tasks, from all Info Exchange file transfer types, in alphabetical order. The tasks that appear depend on which type of transfer item you select in this activity center.
Compare Contents to > A Folder
Click to open the Select Folder dialog box to select a project folder to compare to the selected file transfer's contents. After you select the folder, the Compare Results window opens with the results.
Compare Contents to > A Document Set
Click to open the Select Document Set dialog box to select a document set to compare to the selected file transfer's contents. After you select the document set, the Compare Results window opens with the results.
Compare Contents to > A Record Copy
Click to open the Select Record Copy dialog box to select a record copy to compare to the selected file transfer's contents. After you select the record copy, the Compare Results window opens with the results.
Delete
This task is only available to Project Center administrators, unless the transfer is a draft.
Click to remove the entire transfer (both the log entry and the actual files) from the Info Exchange Server, and remove the log entry from Project Center so that it no longer appears in this activity center.
Deleting does not remove the actual files in the file transfer from the Windows file system.
Extract Received Files
For a Received Info Exchange Folder Upload, click to open the Select Destination Folder dialog box to choose a folder in which to extract and save files that were added to an Info Exchange folder, but are not in the published document set or project folder. After you select the folder, the Extract Info Exchange Folder Upload dialog box opens, from which you can select the files to extract.
File As > RFI
Click to open the Track File Transfer with an RFI dialog box to either create a new RFI from a file transfer or add the file transfer to an existing RFI.
File As > Submittal
Click to open the Track File Transfer with a Submittal dialog box to either create a new submittal for a file transfer or add the file transfer to an existing or expected submittal.
File As > Transmittal
Click to open the Log an Incoming Transmittal dialog box or the Create an Outgoing Transmittal dialog box (depending on whether you selected a Received Transfer or an Outgoing Transfer) to create a transmittal for the selected file transfer.
Forward > Via Info Exchange
Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to forward the file transfer to Info Exchange, or the Transfer Files and Create an Outgoing Transmittal dialog box to forward the file transfer to Info Exchange and file a new transmittal.
Forward > Via Email
Click to open the Send Files to Email Recipients dialog box to forward the file transfer via email, or the Send Files and Create an Outgoing Transmittal dialog box to forward the file transfer to new email recipients and create a new transmittal.
Additional Forward options could be available if other transfer methods were added to this project when it was created, or at any other time using the Edit Project Settings dialog box.
When forwarding files from this activity center, the event is added to the file transfer's Chage Log tab.
Modify Info Exchange Settings > Add or Remove Recipients
Click to open the Modify File Transfer Recipients dialog box to change the project team members who get notified that files have been transferred, or to send them an email message containing the files.
Modify Info Exchange Settings > Change Access Level
Click to open the Modify File Transfer Access on Info Exchange dialog box to edit who can access the selected file transfer on Info Exchange.
Modify Info Exchange Settings > Expiration and Reminder Settings
Click to open the Edit Expiration and Reminder Settings dialog box to edit the reminder settings for the selected Info Exchange file transfer.
Modify Info Exchange Settings > Remove Content from Info Exchange Server (Expire)
Click to remove the file contents from the Info Exchange server. The information about the transfer still appears in this activity center (under Expired) and on Info Exchange, but space is saved by removing the actual file contents. External project team members can see the transfer information in their logs, but can't download it.
Open Draft
Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to finish the transfer draft and transfer it to Info Exchange.
Receive Pending File Transfer
Click to open the Receive Pending Transfer dialog box to download and save a file transfer from the Info Exchange Server to the current project so that it can be accessed by internal project team members.
Receive Pending Info Exchange Folder Upload
Click to open the Receive Info Exchange Folder Upload dialog box to receive files that a contact has uploaded to a folder or document set on Info Exchange.
Receive Pending RFI
You must have CA permissions to log RFIs.
Click to open the Receive Pending RFI dialog box to receive and log an RFI from a file transfer being downloaded from the Info Exchange Server.
Receive Pending RFI Answer
You must have CA permissions to log RFIs.
Click to open the Receive Pending RFI Answer dialog box to receive and log an answer to an RFI from a file transfer being downloaded from the Info Exchange Server.
Receive Pending Submittal
You must have CA permissions to log submittals.
Click to open the Receive Pending Submittal dialog box to receive and log a submittal from a file transfer being downloaded from the Info Exchange Server.
Repair Broken Link to Record Copy
Click to open the Change Path of Project File dialog box to correct the path of a record copy file with a broken link.
Repost Expired Content
Click to open the Repost Info Exchange Transfer dialog box to edit the reminder settings for the expired file transfer and repost it to Info Exchange. It will be removed from the Expired category and placed in the All Incoming category if it was a Received Transfer, or the All Outgoing category if it was an Outgoing Transfer.
Resend > Via Info Exchange
Click to open the Transfer Files to a Newforma Info Exchange Server dialog box or the Transfer Files and Create an Outgoing Transmittal dialog box to resend the file transfer to Info Exchange, creating a new version of it.
Resend > Via Email
Click to open the Send Files to Email Recipients dialog box or the Send Files and Create an Outgoing Transmittal dialog box to resend the file transfer to the email recipients.
Additional Resend options could be available if other transfer methods were added to this project when it was created, or at any other time using the Edit Project Settings dialog box.
When re-sending files from this activity center, the event is added to the file transfer's Change Log tab.
Send > Via Info Exchange
Click to open the Transfer Files to a Newforma Info Exchange Server dialog box or the Transfer Files and Create an Outgoing Transmittal dialog box to send the file transfer to Info Exchange, creating a new version of it.
Send > Via Email
Click to open the Send Files to Email Recipients dialog box or the Send Files and Create an Outgoing Transmittal dialog box to send the file transfer to the email recipients.
Additional Send options could be available if other transfer methods were added to this project when it was created, or at any other time using the Edit Project Settings dialog box.
When sending files from this activity center, the event is added to the file transfer's Change Log tab.
Send > Email notification Only
Click to open the Resend File Transfer Notification dialog box to select the recipients to resend an email message containing download instructions to.
Send Related Email > To the Sender
Click to open an email message to send to the contact who created the file transfer. The email message includes information about the file transfer.
Send Related Email > To the Recipients
Click to open an email message to send to the file transfer recipients as a reminder or with additional information about the file transfer.
Send Related Email > To All Participants
Click to open an email message to send to all file transfer participants as a reminder or with additional information about the file transfer.
Transferred Files > Extract to a Folder
Click to open the Select Destination Folder dialog box to select a file system folder in which to save the transferred files.
Transferred Files > Select in Explorer
Click to open Windows Explorer to the location where the selected file transfer is physically stored on your local computer or network.
Update
Click to open the Update Info Exchange Folder dialog box to republish a project folder or document set and some or all of its files to the Info Exchange Server to share them with internal and external project team members or other contacts.
View Form
Click to open the File Transfer form to view the selected file transfer's details and history.
View Event Details
Click to open the Event Details dialog box to view details about the selected event.
Show Published Files
Click to open the Published Files dialog box to see a list of the files that were published to Info Exchange in a folder or document set.
Show Downloaded Files
Click to open the Downloaded Files dialog box to see a list of the files in a published folder or document set that have been downloaded so far from Info Exchange.
See File Tasks panel.
See Email Tasks panel.
Info Exchange
Category drop-down list
Use this drop-down list to group file transfers into easily managed categories: All Transfers/All Incoming/All Outgoing/All Drafts/All Expired. Select the category from the drop-down list corresponding to the Info Exchange file transfer log you want to view. All categories are explained below.
Scroll down to see a description of the columns in each log.
Filter All Columns
You can filter by any text that appears in any of the file transfer columns. For example, if you know the subject (or part of the subject) of the file transfer that you are searching for (or the, type, date, etc.), enter at least part of the text in this field. The list updates automatically as you type. For example, if the file transfer you are searching for has the number 30 somewhere in one of the columns, enter 30 in this field. The list will be narrowed down to only file transfers that have the number 30 somewhere in one of the columns.
Click to toggle between showing and hiding the column filter fields.
Clear
Click to clear all filters.
All Transfers
This log lists all file transfers that have been transferred via Info Exchange.
All Incoming
This is from the point of view of the whole project team; this log displays all pending and received file transfers, submittals, and RFIs that were received in any of the following ways:
Sent from a web browser to the Info Exchange server
Received from the Info Exchange Server
Transfers listed in Bold have not been received yet.
All internal project team members have full access to all received transfers and their contents.
Pending Incoming Transfer/Pending RFI/Pending Submittal
Pending incoming file transfers have been transferred and are on your Info Exchange Server, but have not yet been downloaded to the Project Center Server by an internal project team member. The subject of the file transfer appears, but it's files cannot be accessed until an internal project team member clicks Receive Pending File Transfer/RFI/Submittal from the Tasks panel to download the file transfer to access it.
Received Transfer/Received RFI/Received Submittal
Received transfers/RFIs/submittals have been downloaded to the Project Center Server by an internal project team member, and all files can be accessed. You can file a Received Transfer as an RFI, submittal, or transmittal by clicking File As > RFI/Submittal/Transmittal from the Tasks panel.
All Outgoing
This is from the point of view of the whole project team; this log displays all file transfers, document sets, submittals, RFIs, and related transmittals that have been sent via Info Exchange. All file transfers sent by anyone on the internal project team are displayed, and all internal team members can access them. Click this option to display all file transfers that were sent via Info Exchange.
All Drafts
This is from the point of view of the whole project team; this log displays all file transfers that have been created, but have not been sent. This means that internal project team members can access the file transfers listed here, but they cannot be seen by external members or via the web. All draft transfers created by anyone on the internal project team are displayed. To send a draft file transfer, an internal team member must click Open Draft from the Tasks panel and transfer it.
Draft transmittals are not listed here. They are listed in the All Drafts log of the Project Transmittals activity center.
All Expired
This log displays all expired file transfers. When a file transfer expires, the contents of the file transfer are removed from the Info Exchange Server. The information about the transfer still appears in this log and in Info Exchange, but space is saved by removing the actual file contents from Info Exchange. External team members see the transfer information in their log, but can't download it. You can repost the file content to Info Exchange.
Columns
All columns are listed here. Right-click on any column header to add and remove columns.
Type
This column indicates whether the transfer is pending, received, outgoing, or a draft, and whether it is a file transfer, folder, RFI, or submittal, and whether it has a transmittal.
Related Items
This column lists any Project Center items related to the file transfer.
Date
The date the file transfer arrived on the Info Exchange Server.
From
The contact who sent the file transfer.
Subject
The subject of the file transfer.
To
The contacts the file transfer was sent to.
CC
Any other contacts included in the file transfer.
Downloaded By
The project team member who downloaded the file transfer from Info Exchange.
Not Downloaded By (External Only)
The external project team members who have not downloaded the file transfer from Info Exchange.
This column only lists external project team members from the To field who have not downloaded (or partially downloaded) the transfer. (Internal users cannot be tracked as they can simply view it after someone received the transfer.) The list does not include CC recipients.
Expiration
This column shows the date on which the file transfer will expire (or the date it expired), which is when its contents will be removed from Info Exchange. The information about the transfer will still appear in Info Exchange, though.
Access Level
Who can access the file transfer.
Size
The size of the file transfer.
Upload Folder
When files are uploaded to Info Exchange, they can be uploaded into a subfolder of the Info Exchange folder. This column lists the subfolder the files were uploaded to.
Change Log tab
This tab shows the selected file transfer's event history. This tab lists the transfer event types, who performed the events, and when the events happened.
Date
The date each event occurred.
Event Type
The type of transfer event that occurred, such as a downloaded, uploaded, forwarded, etc.
You can double-click an event of type Partially Downloaded to open the Downloaded Files dialog box to see a list of the files that have been downloaded.
By
The team member who performed each event.
Detail
The details of each event.
Remarks Summary tab
This tab lists any additional remarks about the file transfer.
Transferred Files tab
This tab lists the files that were transferred.
Extract All
Click to open the Select Destination Folder dialog box to select a project and folder in which to save the transferred files.
Select in Explorer
Click to open Windows Explorer to the location where the file is physically stored on your local computer or network.
Related Items tab
This tab lists all related Project Center items for the selected file transfer.
Create Related > Action Item
Click to open the Identify an Action Item dialog box to create a new action item and link it to the current file transfer.
Create Related > Transfer > Via Email
Click to open the Send Files to Email Recipients dialog box to send project files via email. Nothing is logged in this tab.
Create Related > Transfer > Via Info Exchange
Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to transfer project files via your Newforma Info Exchange Server and link the transfer to the current file transfer.
Create Related > Transmittal > Via Email
Click to open the Send Files and Create an Outgoing Transmittal dialog box to send project files via email, file an outgoing transmittal for a file transfer, and link the transfer to the current file transfer.
Create Related > Transmittal > Via Info Exchange
Click to open the Transfer Files and Create an Outgoing Transmittal dialog box to transfer project files via your Newforma Info Exchange Server, create a new outgoing transmittal for the file transfer, and link the transfer to the current file transfer.
Relate to >
Click to select an existing project item and establish a relationship between it and the currently selected file transfer. This gives you the ability to link two items that are related together. (For example, a markup session that is related to a file transfer.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list. When you create a relationship between two items, each item's icon is added to the other item's Related Items column and tab.
Remove
Click to unlink and remove the selected project item from the Related Items tab.
The record copy created from an incoming Info Exchange transfer shows the project team member who logged the pending transfer, not the person who sent the transfer.
The Relation Type column has two icons to indicate the relationship type:
● The
icon indicates that the relationship
was created by a user and can be deleted (such as an action item
related to an RFI).
● The
icon indicates that the relationship
was created by Project Center and cannot be deleted (such as a
transmittal or record copy related to a submittal).