Frequently Asked Questions

Action Items

Addendums

Bulletins

Change Order Proposals

Change Orders

Cloud Delivery

Companies

Construction Change Directives

Contacts

Contracts

Daily Reports

Document Control/Record Documents

Potential Change Orders

Supplemental Instructions

Supporting Documents

Tablet Related

To view this list alphabetically, see How to...

Action Items

How do I...

Add an action item?

Close an action item?

Complete work on an action item?

Modify action items?

Set up action items?

Addendums

How do I...

Set up addendums?

View addendums?

View addendum details?

View addendum workflow actions?

Bulletins

How do I...

Set up bulletins?

View bulletins?

View bulletin details?

View bulletin workflow actions?

Change Order Proposals

How do I...

Send a change order proposal?

Set up change order proposals?

View change order proposals?

View change order proposal details?

View change order proposal workflow actions?

Change Orders

How do I...

Set up change orders?

View change orders?

View change order details?

Cloud Delivery

How do I...

Add a connection to Newforma ID?

Configure cloud storage on Info Exchange?

Check the progress of files delivered to a cloud service provider account?

Companies

How do I...

Add a company?

Modify a company profile?

Construction Change Directives

How do I...

Set up construction change directives?

View construction change directives?

View construction change directive details?

View construction change directive workflow actions?

Contacts

How do I...

Add a contact?

View contact information?

View a contact profile?

Modify a contact?

Modify my profile?

Contracts

How do I...

Send a response to a contract item?

Set up contracts?

View contracts?

View contract details?

Cost Codes

How do I...

Set up cost codes?

View cost codes?

View cost code details?

Daily Reports

How do I...

Add a daily report?

Assign different templates?

Modify a daily report?

Set up daily reports?

View daily reports?

View daily report details?

Document Control/Record Documents

How do I...

Download a record document package?

Download partial contents of a record document package?

Recommend changes to a record document?

Set up document control/record documents?

View record documents?

View record document details?

Document Sets

How do I...

Add a document set?

Set up document sets?

View document sets?

View document set details?

Email

How do I...

Forward or respond to an email message?

Send an email message to a project team member?

Set up project email?

Field Notes

How do I...

Add a field note?

Modify a field note?

Relate a field note to an observation?

Set up field notes?

View field notes?

View field note details?

File Transfers

How do I...

Drag and drop files in a transfer?

Install Microsoft Silverlight?

Receive transferred files?

Request expired files?

Respond to a file transfer request?

Select the basic uploader?

Set up file transfers?

Transfer files to other project team members?

Zip files to transfer them?

General Questions

How do I...

Clear the cache in my browser?

Close open items?

Complete a review?

Download attached files?

Enable JavaScript in my browser?

Enable cookies in my browser?

Export a log to a spreadsheet?

Filter and sort logs?

Forward or respond to an email message?

Make a project and its activity centers available on Info Exchange?

Modify my profile?

Open a form as a PDF?

Search project files?

Upload supporting documents?

Help

How do I...

Use Help?

Info Exchange

How do I...

Have my company host an Info Exchange website?

Access Info Exchange from an iPad?

Change my Info Exchange password?

Configure Info Exchange widgets?

Create a custom Info Exchange widget?

Download files from Info Exchange?

Language Support

How do I...

Configure Info Exchange for multiple languages?

Switch interface languages?

Markup Sessions

How do I...

Create a new markup session?

Set up markup sessions?

Meeting Minutes

How do I...

Set up meeting minutes?

View meeting minutes?

My Projects

How do I...

Add projects to the My Projects tab?

Remove projects from the My Projects tab?

Newforma ID - Cloud

How do I...

Add a connection to Newforma ID?

Configure cloud delivery on Info Exchange?

Copy transfers to my cloud storage Account?

Create a Newforma ID?

Get started with mobile apps?

Newforma Web Viewer

How do I...

Add a new stamp?

Add an image to a markup?

Enable external users to mark up documents?

Expand the side panel?

Export a markup to PDF?

Mark up a drawing or image on Info Exchange?

Modify the supplied Microsoft Word stamp or create a new Word template?

Save a markup?

Use Newforma Web Viewer?

Potential Change Orders

How do I...

Complete a pricing item on a potential change order?

Respond to a pricing item?

Set up potential change orders?

View a potential change order?

View a pricing item?

Project Files

How do I...

Download attached files?

Download files from a shared folder?

Download files from Info Exchange?

Receive transferred files?

Search project files and items?

Project Home

How do I...

Change projects?

Create custom Info Exchange widgets?

Create and edit a template view?

Create a global template for the Project Home page?

Configure Info Exchange widgets?

Customize Project Home?

Project Teams

How do I...

Add a project team group?

Add new project team members?

Modify a project team group?

Modify a project team member?

Send an email message to a project team member?

Set up project teams?

Project Timeline

How do I...

Export the project calendar to Outlook?

Export the project timeline to Outlook?

Set up the project calendar?

View the project timeline?

Proposal Requests

How do I...

Set up proposal requests?

View proposal requests?

View proposal request details?

View proposal request workflow actions?

Punch Lists

How do I...

Set up punch lists?

Update punch lists and communicate the changes?

View punch lists?

View punch list details?

RFIs

How do I...

View RFI workflow actions?

Search

How do I...

Filter and sort logs?

Search project files?

Shared Folders

How do I...

Create a subfolder in a shared folder?

Download files from a shared folder?

Drag and drop files to a shared folder?

Set up shared folders?

Upload files to a shared folder?

View shared folders?

View shared folder details?

What happens when files are deleted in a shared folder?

Site Visits

How do I...

Add a site visit?

Assign different templates?

Create next in series?

Finalize a site visit?

Modify a site visit?

Set up site visits?

View site visits?

View site visit details?

Sketches and Supplemental Drawings

How do I...

Recommend changes to a sketch or supplemental drawing?

Set up sketches and supplemental drawings?

Spatial Index

How do I...

Set up the spatial index?

View the spatial index?

View spatial index details?

Stamps

How do I...

Does Newforma provide stamp examples?

Edit stamp contents?

Submittals

How do I...

Send a submittal?

Send an expected submittal?

Set up submittals?

View submittals?

View submittal details?

View submittal workflow actions?

Supplemental Instructions

How do I...

Set up supplemental instructions?

View supplemental instructions?

View supplemental instruction details?

View supplemental instruction workflow actions?

Supporting Documents

How do I...

View supporting documents?

Tablet Related

How do I...

Access Info Exchange from an iPad?

Access Info Exchange from a tablet?

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