Request File Transfer dialog box

Use this dialog box to quickly and easily request a file transfer for a project from any contact (internal or external). See the Request a File Transfer topic for more information.

The recipient of the transfer request does not require Info Exchange access.

Project

The current project is the default. If there is no current project, select a project from the drop-down list or click the button to open the Select a Project dialog box to select the project from which you want the file transferred.

Subject

Enter a subject for the file transfer.

Send To

Click to open the Choose a Project Team Member dialog box to select the contact you are requesting the file transfer from (you can only enter one contact). You can also type any email address directly in this field.

If you are requesting a file transfer from the legacy Project Center Add-in for Microsoft Outlook, the email address for the sender of the currently selected email is automatically selected.

Requested By

Your name is entered as the default, but you can click to open the Choose a Project Team Member dialog box if another contact is requesting the file transfer.

Expires in

Mark the checkbox to select an expiration date for the file transfer.

Send Reminders In

Mark the checkbox to select a date to send a reminder to the recipient if the file transfer has not been completed.

Remarks

Enter any comments about the file transfer.

Request File Transfer/Save Changes

Click to send the request or save your changes (if editing).

Requested file transfers are listed in the Open Items tab of the Project Activity Summary section of the My Project Center activity center just like other open items.

 

To access this dialog box

You can access this dialog box in the following ways:

●        Click Request a File Transfer from the Tasks panel of the Project Team activity center.

●        Click Request a File Transfer from the Tasks panel of the Info Exchange Activity Center.

●        Click Request a File Transfer from the Tasks panel of the Project Center Administration Activity Center Contacts tab.

●        Click Request a File Transfer from the Tasks panel of the Newforma Contact Directory.

●        Click File Transfers > Request Files from the legacy Project Center Add-in for Microsoft Outlook Toolbar.