Send Personal Transfers Outside of a Project (Personal Email Messages Workflow)

Perform the following steps to send email personal email messages with attachments via Info Exchange that are not related to any Project Center project. This is beneficial when you want to send an email message with large attachments using Microsoft Outlook that is not related to any particular project.

To receive email personal email messages with attachments via Info Exchange that are not related to any Project Center project, see Receive Personal Email Messages Outside of a Project (Workflow).

Be aware that Project Center administrators can access and see all "personal" email messages that are sent independent of any projects.

Project Center administrator

1.     To enable this feature, a Project Center administrator needs to open the Project Center Administration Activity Center Licensing tab.

2.     Select the users you want to grant access to this feature and click Modify User from the Tasks panel to open the Modify User dialog box.

3.     Mark the Allow Personal Transfers from Outlook checkbox in the Modify User dialog box for every user who will use this feature, as shown here:

The Provide an Upload File Link checkbox is optional for this feature, but is required for receiving transfers.

4.     Project Center administrators can view all incoming and outgoing transfers by opening the Project Center Administration Activity Center Transfers tab and selecting All Personal Transfers from the Project drop-down list:

Sender

1.     From the legacy Project Center Add-in for Microsoft Outlook toolbar, click Send and File in Project > Send Via Info Exchange, as shown here, to open the Send File Transfer dialog box, as shown in the next step below.

2.     Select Personal Transfer from the Project drop-down list:

3.     Fill in the rest of the information in the dialog box as necessary and click OK. (At least one file attachment is required.) Project Center sends the email message via Info Exchange to the recipient's Outlook client.

Recipient

1.     In Outlook, open the email message and click any of the links, as shown here:

2.     Clicking the links opens Info Exchange in your browser, with download options, as shown here:

3.     Select the download option to want to use and click OK to complete the action.

Any users

1.     To see a list of all of your personal transfers, go back to Outlook and click File Transfers > View Personal Transfers from the legacy Outlook Add-in:

2.     The View Personal Transfers dialog box opens. Use it to view your personal transfers, as well as to right-click on transfers to perform different actions, as shown here:

Additional information

●        No record copies are created for personal transfers.

●        You cannot request a resend of a personal transfer.

●        Personal projects do not appear in any project lists.