Set Up File Transfers

Perform the following steps to set up file transfers on Info Exchange.

To set up file transfers

        The File Transfers log must be configured to display on Info Exchange for the current project. To configure the project to display the log on Info Exchange, please see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

        You must be a member of the project team. To add a new member to the project team, please see Add New Project Team Members.

        You must have access to the project on Info Exchange. To grant access to the project on Info Exchange to project team members, please see Add New Project Team Members.

        File transfer visibility on Info Exchange is controlled by the settings in the file transfer.

        To create new file transfers on Info Exchange, you must be assigned to a permission set that grants access to create new items in the File Transfers log. For information on assigning a project team member to a permission set, please see Permission Sets.

        The Cloud Transfers log is visible once you have linked your Newforma ID account to your account with a cloud service provider. For more information see Configure Cloud Delivery for Your Profile.

        The Public Transfers log displays for all users once it is enabled in both Project Center and the project. For more information, please see:



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