Transfer Files and Create an Outgoing Transmittal dialog box
You can also send files via email or as a hard copy using this dialog box.
If you enter email addresses of contacts who are not project team members, they will not have the ability to partially download files on Info Exchange.
Click to open the Choose Project Team Members dialog box to select who else to send the files to. You can also type email addresses directly in this field.
Contacts in the CC field will receive a link to download the files, but will not be sent reminders.
Click to open the Choose a Project Team Member dialog box to select the project team member who is transferring the files. The current user is the default. You can also type email addresses directly in this field.
Enter a subject for the file transfer.
Select the purpose of the file transfer from the drop-down list.
Hide Recipient List
For Info Exchange transfers only: Mark this checkbox if you want to hide the list of recipients on email notifications, forms, and transmittals, If this option is not checked, then the email notifications, forms, and transmittals will contain the To: and CC: contacts.
The date the files were transferred. You can edit it.
Select the transfer method.
Log in Document Control
When a file has been added to the this item through the Associated Files/Files to Send tabs using Include Files From > Record Documents, marking this checkbox will log the file's record document as Issued in the Document Control activity center (the revision's Revision State changes from Draft to Issued) and the Last Issued date is logged.
Project Center enters an ID number for the transmittal. You can edit it.
Remarks tab/Description of Contents tab/Associated Files tab/Email Log tab/Related Items tab/Change Log tab
Refer to the Create an Outgoing Transmittal dialog box for a description of the tabs.
Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the transmittal.
Click to spell check the fields in this window. If any mistakes are found, the Spelling dialog box opens with spelling suggestions.
Print or Email Form After Filing
Mark this checkbox to open the Transmittal form, which you can review and print immediately after filing the transmittal, or send a report in an email message in Microsoft Outlook to the contacts in the To field.
The files in the Transmittal form are grouped first by folder, then listed alphabetically.
Click to save a draft of the transmittal. It will appear in the Draft Log of the Project Transmittals activity center. The files will not be sent.
The button that appears is based on the transfer method selected in the Send Via field.
Create and Transfer
Click to open the Transfer to Info Exchange Options dialog box to edit the settings for the file transfer, including who can access it and reminder settings, and transfer it to your Newforma Info Exchange Server. The file transfer is logged in the All Outgoing log of the Info Exchange activity center, and the transmittal is filed in the All Sent log of the Project Transmittals activity center.
Create and Send
Click to open the Sending Email dialog box to select how to attach the files in the email message. An email message opens containing the files, and the transmittal is filed in the All Sent log of the Project Transmittals activity center.
Click to file the transmittal in the All Sent log of the Project Transmittals activity center.
To access this dialog box
You can access this window in the following ways:
Click New File Transfer from the Tasks panel of the Info Exchange activity center, then choose the Yes, Fill Out and Record a Project Transmittal option from the Transfer Files to Info Exchange dialog box.
Choose the Yes, Fill Out and Record a Project Transmittal option from the Transfer Files to Info Exchange dialog box when you are forwarding or resending files from the Info Exchange activity center.
Choose the Yes, Fill Out and Record a Project Transmittal option from the Transfer Files to Info Exchange dialog box when you are forwarding or resending transmittals from the Project Transmittals activity center.
Click Create a Similar Transmittal from the Tasks panel of the Project Transmittals activity center for a transmittal that was sent via Info Exchange.
Click a drag/drop method from the File Tasks panel.
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