Frequently Asked Questions
Action Items | Addendums | Administration | Archive | Building Information Management | Bulletins | Change Order Proposals | Change Orders | Companies | Compare | Construction Change Directives | Contacts | Contract Management | Contracts | Cost Codes | Daily Reports | Document Control | Document Sets | Field Notes | File Transfers | Forms | General Questions | Help | Info Exchange | Markups | Meeting Minutes | Model Views | Newforma Contact Directory | Newforma Model Viewer | Newforma Project Information Link | Newforma Viewer | Permission Sets | Potential Change Orders | Projects | Project Center | Project Center Add-in for Microsoft Outlook | Project Center Server | Project Email | Project Files | Project Home | Project Images | Project Keywords | Project Teams | Project Timeline | Proposal Requests | Punch Lists | Record Copies | Record Documents | Reports | RFIs | Search | Site Visits | Sketches and Supplemental Drawings | Spatial Index | Stamps | Submittals | Supplemental Instructions | Templates | Timeline | Transmittals
To view this list alphabetically, see How to....
Action Items
How do I create an action item from the Project Center Add-in for Microsoft Outlook?
How do I import action items from a spreadsheet?
How do I assign action items from Project Center?
How do I assign action items from the Project Center Add-in for Microsoft Outlook?
How do I unassign action items?
How do I file and link email messages to an existing action item?
How do I archive action items?
How do I create action item reports?
How do I create an action item with a markup from a record document?
Addendums
How do I create a contract management item?
How do I log a received contract management item?
How do I forward a contract management item for review?
How do I record a reviewer response to a contract management item?
How do I respond to the contract management item initiator?
How do I close contract management items?
How do I delete contract management items?
How do I file a confidential addendum?
How do I download files from Info Exchange and track them with a contract management item?
How do I send information from a contract management item to another project team member?
How do I undo a contract management action?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as contract management items?
How do I import a spreadsheet into a contract management item's Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
How do I print a transmittal from a contract management item?
How do I process contract management items?
Administration
How do I...
Add a new form template style to a Project Center Server
Add a physical transfer method
Add contacts to Project Center from the Global Address List
Add contacts to the Project Center contacts database
How do I add milestones to the Project Timeline activity center?
Add new meeting types to a project
Add phases to the Project Timeline activity center
Add Project Center administrators
Apply a new form template style to a project
Apply a new report template to a project or activity center
Apply project template settings to existing projects
Assign a different permission set to users
Assign permission sets to users
Back up Project Center Servers
Batch import projects from a spreadsheet
Batch repair broken project folder links
Batch repin projects to a different Project Center Server
Bring an offline project back online
Change project settings for one or more projects at once
Change the Newforma Info Exchange file transfer storage location
Change the Project Center database backup location
Configure Cloud delivery on Info Exchange
Configure Project Center to use specialized report templates in activity centers
Connect companies and projects using Newforma to Newforma
Connect the Project Center Server to a different Info Exchange Server
Copy the form templates that are supplied with Project Center to a new folder
Create a form template in Microsoft Word
Create a global keyword list and assign it to a project
Create a new Project Activity Summary tab for the My Project Center activity center
Create a project folders report
Create a project from a template
Create a project template manually
Customize and use form templates
Customize email notification subject lines
Customize the company name and logo in the default form templates
Customize the Project Home activity center and apply it to all users
Delete contract management items
Designate a project as confidential
Embed SQL queries in Project Center templates
Export a project to a template
Export results from an indexing administration query
Import action items from a spreadsheet
Import change order proposals from a spreadsheet
Import change orders from a spreadsheet
Import companies from a spreadsheet
Import contacts from a spreadsheet
Import contracts from a spreadsheet
Import daily reports from a spreadsheet
Import holidays from a spreadsheet
Import .ICS or XLS files into the Project Timeline activity center
Import project timeline items from a spreadsheet
Import project timeline items from Microsoft Project
Import punch list elements and descriptions from a spreadsheet
Import punch list items from a spreadsheet
Import record documents from a spreadsheet
Import RFIs from a spreadsheet
Import sketches and supplemental drawings from a spreadsheet
Import spaces from a spreadsheet to the spatial index
Import submittals from a spreadsheet
Import supplemental instructions from a spreadsheet
List local Microsoft Outlook contacts in drop-down lists
Maintain the project email addressing folder
Make a project and Its activity centers available on Info Exchange
Make a user a contract manager
Mirror a Project that resides on a remote Project Center Server
Modify the supplied Microsoft Word templates or Create a New Word Template
Move a project folder to a new location on the network and repair broken links
Re-index or re-scan project files and folders
Remove a folder from a project
Remove files from Info Exchange
Rename a project folder and repair broken links
Repin a project to a different Project Center Server
Reset missing permission sets and apply them to users
Resolve reference file paths for DGN files
Restore Project Center Servers
Search for files that could not be indexed
Send an email message to Project Center and Info Exchange users
Set up building information management
Set up construction change directives
Set up potential change orders
Set up project email addressing
Set up Project Information Link (Revit)
Set up sketches and supplemental drawings
Set up supplemental instructions
Share the project timeline with external project team members or other contacts
Synchronize Project Center contact data with the Global Address List
Update Project Center clients automatically
Upgrade an Eighth, Ninth, or Tenth Edition project to Eleventh Edition
Use project email sub-addressing
Archive
How do I archive a document set?
How do I archive action items?
Building Information Management
How do I add building elements from Revit to the Building Models and Elements activity center?
How do I import building elements from a spreadsheet?
How do I mark up BIM models and other file types?
How do I use Newforma Project Information Link?
Bulletins
How do I create a contract management item?
How do I log a received contract management item?
How do I forward a contract management item for review?
How do I record a reviewer response to a contract management item?
How do I respond to the contract management item initiator?
How do I close contract management items?
How do I delete contract management items?
How do I file a confidential bulletin?
How do I download files from Info Exchange and track them with a contract management item?
How do I send information from a contract management item to another project team member?
How do I undo a contract management action?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as contract management items?
How do I import a spreadsheet into a contract management item's Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
How do I print a transmittal from a contract management item?
How do I process contract management items?
Change Order Proposals
How do I create a contract management item?
How do I log a received contract management item?
How do I forward a contract management item for review?
How do I record a reviewer response to a contract management item?
How do I respond to the contract management item initiator?
How do I close contract management items?
How do I delete contract management items?
How do I file a confidential change order proposal?
How do I import change order proposals from a spreadsheet?
How do I download files from Info Exchange and track them with a contract management item?
How do I send information from a contract management item to another project team member?
How do I undo a contract management action?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as contract management items?
How do I import a spreadsheet into a contract management item's Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
How do I print a transmittal from a contract management item?
How do I process contract management items?
Change Orders
How do I create a contract management item?
How do I log a received contract management item?
How do I forward a contract management item for review?
How do I record a reviewer response to a contract management item?
How do I respond to the contract management item initiator?
How do I close contract management items?
How do I delete contract management items?
How do I file a confidential change order?
How do I import change orders from a spreadsheet?
How do I download files from Info Exchange and track them with a contract management item?
How do I send information from a contract management item to another project team member?
How do I undo a contract management action?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as contract management items?
How do I import a spreadsheet into a contract management item's Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
How do I print a transmittal from a contract management item?
How do I process contract management items?
Companies
How do I manage companies with multiple offices or job sites?
How do I connect companies and projects using Newforma to Newforma?
How do I transfer files between connected companies?
How do I customize the company name and logo in the default form templates?
How do I import companies from a spreadsheet?
Compare
How do I compare a document set?
How do I compare project files?
How do I compare a project file from the Document Sets Activity Center?
How do I compare project folders?
How do I compare drawing revisions?
How do I compare transmittals?
How does compare deal with external references?
What is a graphical comparison?
How do I compare model spaces only?
Can I compare Microsoft Word documents?
How do I batch compare drawings?
How do I export DWF files from Revit?
Construction Change Directives
How do I create a contract management item?
How do I log a received contract management item?
How do I forward a contract management item for review?
How do I record a reviewer response to a contract management item?
How do I respond to the contract management item initiator?
How do I close contract management items?
How do I delete contract management items?
How do I file a confidential construction change directive?
How do I download files from Info Exchange and track them with a contract management item?
How do I send information from a contract management item to another project team member?
How do I undo a contract management action?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as contract management items?
How do I import a spreadsheet into a contract management item's Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
How do I print a transmittal from a contract management item?
How do I process contract management items?
Contacts
How do I add contacts to the Project Center contacts database?
How do I add contacts from Microsoft Outlook to a Project Center project?
How do I import contacts from a spreadsheet?
How do I add contacts to Project Center from the Global Address List?
How do I synchronize Project Center contact data with the Global Address List?
How do I create a form letter?
How do I generate a form letter?
How do I manage companies with multiple offices or job sites?
How do I add a contact to multiple projects?
Contract Management
What are the benefits of using contract management?
What do I need to know about using contract management?
How do I make a user a contract manager?
Which contract management tasks do I use?
How do I process contract management items?
How do I create a contract management item?
How do I log a received contract management item?
How do I file a confidential contract management item?
How do I forward a contract management item for review?
How do I record a reviewer response to a contract management item?
How do I respond to the contract management item initiator?
How do I close contract management items?
How do I undo a contract management action?
How do I delete contract management items?
How do I download files from Info Exchange and track them with a contract management item?
How do I send information from a contract management item to another project team member?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as contract management items?
How do I print a transmittal from a contract management item?
How do I use Newforma to Newforma for connected workflow of contract management items?
How do I import a spreadsheet into a contract management items Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
Which contract management fields are important to me?
Contracts
How do I create a contract management item?
How do I delete contract management items?
How do I generate a specialized contract report?
How do I import contracts from a spreadsheet?
Cost Codes
How do I import cost codes from a spreadsheet?
Custom Fields
How do I create a custom field?
Daily Reports
How do I finalize a daily report?
How do I create a similar daily report?
How do I import daily reports from a spreadsheet?
Document Control
How do I add a record document?
How do I add a record document to a record document package?
How do I add a revision to a record document?
How do I add record document revisions from files?
How do I create a record document package?
How do I issue a record document package?
How do I issue record documents?
How do I compare revisions of a record document?
How do I create a document register report?
How do I import record document packages from a spreadsheet?
How do I import record documents from a spreadsheet?
How do I create an action item with a markup from a record document?
How do I synchronize and add record document revisions with Revit?
How do I synchronize record documents with Revit?
How do I upload to extranet sites using a manifest File?
Document Sets
What are document sets and how do I use them?
How do I compare a document set?
How do I archive a document set?
How do I create a new document set?
How do I add a document set to a document set?
How do I add files to a document set?
How do I review and mark up a document set?
How do I publish document sets to Info Exchange (shared folders)?
How do I remove a document set from Info Exchange?
Field Notes
How do I import field notes from a spreadsheet?
How do I set up the Field Notes App?
File Transfers
How do I share project files using Info Exchange?
How do I share project files via email?
How do I download a pending incoming file transfer?
How do I download a pending incoming file transfer?
How do I download a pending incoming file transfer and file a transmittal?
How do I download a pending incoming file transfer and track it with a submittal?
How do I file a confidential file transfer?
How do I set access restrictions to project folders for storing files?
How do I give recipients the option to partially download file transfers from Info Exchange?
How do I change the Newforma Info Exchange file transfer storage location?
How do I remove files from Info Exchange?
How do I search Project Center items?
How do I download files from Info Exchange and track them with a contract management item?
How do I transfer files between connected companies?
How do I request a file transfer?
How do I transfer files from the Newforma Project Center Tray Tool?
How do I transfer files from Windows Explorer to Info Exchange?
How do I send personal email messages outside of a project? (workflow)
How do I receive personal email messages outside of a project (workflow)
Forms
How do I customize and use form templates?
How do I create a form template in Microsoft Word?
How do I modify the supplied Microsoft Word templates or create a new Word template?
How do I customize the company name and logo in the default form templates?
How do I copy the form templates that are supplied with Project Center to a new folder?
How do I add a new form template style to a Project Center Server?
How do I apply a new form template style to a project?
How do I apply a new report template to a project or activity center?
How do I configure Project Center to use specialized report templates in activity centers?
How do I add keyword values to a spreadsheet template?
General Questions
What file types does Project Center create and support?
Should I use absolute or relative paths to point to externally referenced files?
What happens if I have a firewall?
What network permissions do I need?
How do I configure files to open in the Newforma Viewer when I double-click on them?
What file types are created and supported by Project Center?
How do I set the scale for a raster image?
How do I use the Newforma Snapshot tool?
How do I generate standard activity center log reports?
How do I create a multi-project report?
How do I customize the My Project Center activity center and the My Projects tab?
How do I customize the Project Home activity center and apply it to all users?
How do I configure the Activities list?
How do I send log files to Newforma support?
How do I filter by column headers?
How do I sort, filter, and group columns?
How do I add or remove projects from the My Projects tab?
How do I relate (link) Project Center items to each other?
How do I enable dragging and dropping from Novell GroupWise?
How do I copy Project Center items and projects to the clipboard as hyperlinks?
How do I add keyword values to a spreadsheet template?
How do I add supporting documents and email messages to multiple project items at once?
How do I locate the project email address?
Help
Info Exchange
How do I make a project and Its activity centers available on Info Exchange?
How do I transfer project files using Info Exchange?
How do I transfer files via Info Exchange and record an outgoing transmittal?
How do I transfer files to a drag and drop location and record an outgoing transmittal?
How do I publish project folders and document sets to Info Exchange (shared folders)?
How do I remove a shared folder from Info Exchange?
How do I download a pending incoming file transfer?
How do I file an incoming transmittal from Info Exchange?
How do I download a pending incoming file transfer?
How do I download a pending incoming file transfer and file a transmittal?
How do I download a pending incoming file transfer and track it with a submittal?
How do I expire a file transfer on Info Exchange?
How do I send an email message to Project Center and Info Exchange users?
How do I give recipients the option to partially download file transfers from Info Exchange?
How do I change the Newforma Info Exchange file transfer storage location?
How do I remove files from Info Exchange?
How do I file multiple files received via Info Exchange as submittals?
How do I restore Info Exchange Servers?
How do I download files from Info Exchange and track them with a contract management item?
How do I file multiple files received via Info Exchange as contract management items?
How do I transfer files between connected companies?
How do I use Newforma to Newforma for connected workflow of contract management items?
How do I send personal email messages outside of a project? (workflow)
How do I receive personal email messages outside of a project (workflow)
Markups
See Newforma Viewer.
Meeting Minutes
See Timeline below.
Model Views
Newforma Contact Directory
How do I set up the Newforma Contact Directory?
How do I use the Newforma Contact Directory?
How do I create a form letter?
How do I generate a form letter?
Newforma Model Viewer
How do I access projects in the Newforma Model Viewer?
How do I assign users rights in the Newforma Model Viewer?
How do I customize the project export from Revit to the Newforma Model Viewer?
How do I export a project from Revit to the Newforma Model Viewer?
How do I install the AutoCAD and Revit exporters?
How do I install the Newforma Model Viewer?
How do I set up the Newforma Model Viewer (VEO)?
How do I update projects in the Newforma Model Viewer?
How do I update the Newforma Model Viewer?
How do I use the Newforma Model Viewer?
Newforma Project Information Link (Revit)
How do I use Newforma Project Information Link?
How do I add building elements from Revit to the Building Models and Elements Activity Center?
How do I publish sheets to PDF from Revit?
How do I synchronize and add record document revisions from Revit?
How do I synchronize record documents with Revit?
How do I export DWF files from Revit?
Newforma to Newforma
How do I connect companies and projects using Newforma to Newforma?
How do I transfer files between connected companies?
How do I use Newforma to Newforma for connected workflow of contract management items?
Newforma Viewer (Markup Editor)
What is the Newforma Viewer and how do I start using it?
How do I close a markup session?
How do I create an action item with a markup from a record document?
In addition to marking up drawings, what else can I do?
How do I use the Markups panel?
How do I email a marked up drawing?
How do I compare background drawings?
How are the differences in drawings represented?
What determines which objects are counted automatically?
How do I configure files to open in the Newforma Viewer when I double-click on them?
How do I save a markup as another type of file?
How do I find drawing objects with specific properties?
How do I display an object's properties?
How do I mark up BIM models and other file types?
How do I review and mark up a document set?
How do I define text regions in DWG stamps to allow word wrapping?
Permission Sets
How do I assign permission sets to users?
How do I assign a different permission set to users?
How do I reset missing permission sets?
Potential Change Orders
How do I log a potential change order?
How do I use potential change orders?
How do I use the Potential Change Order Scoreboard?
Project Center
What permissions do I need to edit a Project Center project?
What file types are created and supported by Project Center?
How do I customize the My Project Center activity center and the My Projects tab?
How do I customize the Project Home activity center and apply it to all users?
How do I create a custom activity and add it to the Project Home activity center?
How do I configure the Activities list?
How do I send an email message to Project Center and Info Exchange users?
What does each icon represent?
How do I add or remove projects from the My Projects tab?
How do I create a new Project Activity Summary tab for the My Project Center activity center?
How do I relate (link) Project Center items to each other?
How do I make a project and Its activity centers available on Info Exchange?
How do I copy Project Center items and projects to the clipboard as hyperlinks?
How do I create a custom activity and add it to the activities list?
How do I create a custom activity and add it to the Project Home activity center?
How do I log a Project Center Item from Microsoft Outlook?
How do I add files to a Project Center item?
How do I add supporting documents and email messages to multiple project items at once?
How do I create a desktop shortcut to open a project?
Project Center Add-in for Microsoft Outlook
How do I file email items automatically using the Project Center Add-in for Microsoft Outlook?
How do I file email messages from Outlook to Project Center?
How do I create an action item from the Project Center Add-in for Microsoft Outlook?
How do I create a meeting from a Microsoft Outlook email message?
How do I log a Project Center Item from Microsoft Outlook?
How do I assign action items from Microsoft Outlook?
How do I schedule an expected submittal from Microsoft Outlook?
How do I file and link Outlook items to a Project Center item?
How do I diagnose the Project Center Add-in for Microsoft Outlook?
How do I list local Microsoft Outlook contacts in drop-down lists?
How do I transfer files via Info Exchange using the Project Center Add-in for Microsoft Outlook?
How do I send personal email messages outside of a project? (workflow)
How do I receive personal email messages outside of a project (workflow)
Project Center Server
What is the Project Center Server?
What am I able to do if I am not connected to the Project Center Server?
What happens if I have a firewall?
Can I add a source folder to a project if the folder is already being used in another project?
How do I customize email notification subject lines?
How do I back up Project Center Servers?
How do I restore Project Center Servers?
How do I change to another Project Center Server?
Project Email
How do I file email messages from Outlook to Project Center?
How do I search project email?
How do I delete project email?
How do I delete email messages automatically after filing to Project Center?
How do I send an email message to multiple project team members at once?
How do I send an email message to Project Center and Info Exchange users?
How do I save email messages in Microsoft Outlook after filing them in Project Center?
How do I file project email from a Smart Phone, Outlook Web Access (OWA), or while disconnected?
How do I restore an email message filed to the wrong project and re-file it?
How do I enable dragging and dropping from Novell GroupWise?
How do I set up project email addressing?
How do I use project email sub-addressing?
How do I maintain the project email addressing folder?
How do I add email messages to multiple project items at once?
How do I locate the project email address?
Project Files
What are project files, and what can I do with them?
Can I drag and drop files into Project Center?
How do I change the application associations for .DWG, .PDF and other file types?
How do I publish project folders to Info Exchange (shared folders)?
How do I remove a shared folder from Info Exchange?
How do I transfer files between connected companies?
How do I add files to a Project Center item?
How do I add supporting documents and email messages to multiple project items at once?
How do I repost and expired shared folder?
Project Home
How do I add custom activities?
Project Images
What is the Project Images activity center?
How do I set up project images?
How do I add keywords to image files?
Project Keywords
How do I add project keywords?
How do I set up project keywords?
Project Teams
What project Center features use project teams?
Can I create Project Team groups?
How do I add an internal project team member?
How do I sort the project team list by column headers?
How do I remove contacts from a project team?
How do I remove contacts from the contacts database and Info Exchange?
How do I send an email message to multiple project team members at once?
How do I add project team members to Microsoft Outlook?
How do I assign a different permission set to users?
How do I manage companies with multiple offices or job sites?
Projects
What are Project Center projects?
How do I batch create projects?
How do I designate a project as confidential?
How do I create a project from a template?
What are project files, and what can I do with them?
What permissions do I need to edit a project?
Can I add a source folder to a project if the folder is already being used in another project?
How do I export a project to a template?
How do I add contacts from Microsoft Outlook to a Project Center project?
How do I move a project folder to a new location on the network and repair broken links?
How do I rename a project folder and repair broken links?
How do I apply project template settings to existing projects?
How do I generate a standard activity center log report?
How do I create a multi-project report?
How do I upgrade an Eighth, Ninth, or Tenth Edition project to Eleventh Edition?
How do I batch repin Projects to a Different Project Center Server?
How do I batch repair broken project folder links?
How do I repath a project folder?
How do I take a project offline?
How do I bring an offline project back online?
How do I locate the project email address?
How do I batch import projects from a spreadsheet?
How do I find the project ID number?
How do I add a contact to multiple projects?
Proposal Requests
How do I create a contract management item?
How do I log a received contract management item?
How do I forward a contract management item for review?
How do I record a reviewer response to a contract management item?
How do I respond to the contract management item initiator?
How do I close contract management items?
How do I delete contract management items?
How do I file a confidential proposal request?
How do I download files from Info Exchange and track them with a contract management item?
How do I send information from a contract management item to another project team member?
How do I undo a contract management action?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as contract management items?
How do I import a spreadsheet into a contract management item's Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
How do I print a transmittal from a contract management item?
How do I process contract management items?
Punch Lists
How do I add a punch list item?
How do I import punch list items from a spreadsheet?
How do I import punch list elements and descriptions?
How do I add punch list locations?
Record Copies
How do I create record copies?
Record Documents
See Document Control above.
Reports
How do I generate a standard activity center log report?
How do I customize the appearance of activity center log reports?
How do I create a multi-project report?
How do I generate a specialized contract report?
How do I generate a specialized RFI report?
How do I apply a new report template to a project or activity center?
How do I configure Project Center to use specialized report templates in activity centers?
How do I select a custom template for a multi-project report?
How do I customize Excel-based specialized reports with Smart Markers?
RFIs
How do I log an RFI from Project Center?
How do I log an RFI from Microsoft Outlook?
How do I record a reviewer response to an RFI?
How do I respond to an RFI Author?
How do I download files from Info Exchange and track them with an RFI?
How do I import RFIs from a spreadsheet?
How do I create a spreadsheet template for RFIs and import it?
How do I print a transmittal from an RFI?
How do I send information from a contract management item to another project team member?
How do I log a received contract management item?
How do I forward a contract management item for review?
How do I file a confidential RFI?
How do I search Project Center items?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as contract management items?
How do I import a spreadsheet into a contract management item's Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
How do I process contract management items?
How do I use Newforma to Newforma for connected workflow of contract management items?
How do I generate a specialized RFI report?
Search
How do I search for text in the current project?
How do I search across multiple projects?
How do I search for text in particular projects?
How do I search for text using wildcards?
How do I search project email?
How do I search Project Center items?
How do I search CAD or BIM object properties?
How do I search scanned documents (OCR)?
How do I search a set of search results?
How does search handle external references?
How do I choose what I want to search?
Can I search for files by name?
Can I search for file names within ZIP files?
What happens if I double-click on a file in the Search Results window?
Why are my search results incomplete?
How do I search for files that could not be indexed?
How do I find all versions of a file?
How do I search the Newforma Community Site?
Site Visits
How do I create the next site visit in a series?
How do I finalize a site visit?
How do I import site visits from a spreadsheet?
Sketches and Supplemental Drawings
How do I import sketches and supplemental drawings from a spreadsheet?
Spatial Index
How do I import spaces from a spreadsheet to the spatial index?
Stamps
How do I define text regions in DWG stamps to allow word wrapping?
Submittals
How do I file a submittal from Project Center?
How do I file a submittal from Microsoft Outlook?
How do I schedule an expected submittal from Project Center?
How do I schedule an expected submittal from Microsoft Outlook?
How do I record a reviewer response to a submittal?
How do I file a response to a submittal sender?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as submittals?
How do I forward a submittal for review?
How do I undo a submittal action?
How do I track submittal packages?
How do I print a transmittal from a submittal?
How do I import submittals from a spreadsheet?
How do I create a spreadsheet template for submittals and import it?
How do I download a pending incoming file transfer and track it with a submittal?
How do I download files from Info Exchange and track them with a submittal?
How do I file a confidential submittal?
How do I set access restrictions to project folders for storing files?
How do I add a submittal action?
How do I log a submittal that was sent via Info Exchange incorrectly?
How do I send information from a contract management item to another project team member?
How do I log a received contract management item?
How do I search Project Center items?
How do I import a spreadsheet into a contract management item's Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
How do I process contract management items?
How do I use Newforma to Newforma for connected workflow of contract management items?
Supplemental Instructions
How do I create a contract management item?
How do I log a received contract management item?
How do I forward a contract management item for review?
How do I record a reviewer response to a contract management item?
How do I respond to the contract management item initiator?
How do I close contract management items?
How do I delete contract management items?
How do I file a confidential supplemental instruction?
How do I import supplemental instructions from a spreadsheet?
How do I download files from Info Exchange and track them with a contract management item?
How do I send information from a contract management item to another project team member?
How do I undo a contract management action?
How do I file multiple attachments received in an email message as contract management items?
How do I file multiple files received via Info Exchange as contract management items?
How do I import a spreadsheet into a contract management item's Description of Contents tab?
How do I export a contract management item's Description of Contents tab to a spreadsheet?
How do I print a transmittal from a contract management item?
How do I process contract management items?
Templates
Timeline
How do I add meetings to the Project Timeline activity center?
How do I add meetings from the Project Center Add-in for Microsoft Outlook?
How do I add recurring meetings from Microsoft Outlook to the project timeline and meeting minutes?
How do I create a meeting from a Microsoft Outlook email message?
How do I add milestones to the Project Timeline activity center?
How do I add phases to the Project Timeline activity center?
How do I relate action items or other project items to meeting minutes or project timeline items?
How do I share the project timeline with external project team members or other contacts?
How do I publish the project timeline to Info Exchange?
How do I view the project timeline in Microsoft Outlook?
How do I import project timeline items from a spreadsheet?
How do I import project timeline items from Microsoft Project?
How do I import .ICS or .XLS files into the Project Timeline activity center?
How do I print the project timeline?
How do I print meeting minutes?
How do I add new meeting types to a project?
How do I add the project timeline to Microsoft Outlook and update it automatically?
How do import holidays from a spreadsheet?
How do I track phone calls, conversations, tasks, site visits, and other meetings?
How do I create project timeline meetings from Microsoft Outlook?
Transmittals
How do I send files via email and record an outgoing transmittal?
How do I transfer files to a drag and drop location and record an outgoing transmittal?
How do I transfer files via Info Exchange and record an outgoing transmittal?
How do I file an incoming transmittal?
How do I file an incoming transmittal from Info Exchange?
How do I file an Incoming transmittal from a Microsoft Outlook email message?
How do I file an outgoing transmittal?
How do I add files to a transmittal?
How do I compare transmittals?
How do I search Project Center items?
How do I print a transmittal form?
How do I print a transmittal from a contract management item?
How do I download a pending incoming file transfer and file a transmittal?
How do I file a confidential transmittal?
How do I set access restrictions to project folders for storing files?
How do I add a transmittal purpose?
How do I import a spreadsheet into a transmittal's Description of Contents tab?
How do I export a transmittal's Description of Contents tab to a spreadsheet?
Table of Contents
Index
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