Newforma Nugget Webinars

This webinar reviews the top ten features of Newforma Project Center for ProjectWise users.

Topics include:

●        Action Items activity center

●        Project Team activity center

●        Newforma Viewer

●        Newforma Markup Tools

●        File Versioning

●        Record Copies

●        Document Control

●        File Transfers

●        Search

●        Email Management

This webinar reviews the top ten most-requested features for Newforma Project Center.

Topics include:

●        Video tutorials

●        Optical character recognition

●        Access project email away from your desk

●        Save time joining teams

●        Include transmittal with transferred files

●        Keep final submittals and RFIs on Info Exchange

●        Markup callout and dimensional tools

●        Flexible reporting

●        Project creation templates

●        Drag and drop

This webinar was presented by Newforma's Michael Finley, on searching in Newforma Project Center. You'll also learn advanced methods for managing email in Microsoft Outlook and Newforma Project Center!

Topics include:

●        Quickly find files and items

●        Fine tune search results

●        Use search terms/phrases

●        Advanced email management

This webinar was presented by Newforma's Stephen Komisarek on Permission Sets and setting up Info Exchange access for members of the Project Team. Permission Sets control what a user can see and do in Newforma Project Center and on your company's Info Exchange Website. Learn how to view, create, and modify Permission Sets in Newforma Project Center. We'll also cover adding members to the Project Team and giving them access to your Info Exchange website.

Topics include:

●        What are Permission Sets?

●        View, create and modify a Permission Set

●        Project Team and Info Exchange website access

This webinar was presented by Newforma's Todd Behning on an underutilized feature in Newforma Viewer called "Stamps". The Stamp tool is usually used for stamping submittals and this session will focus on how to find and customize your Newforma Stamps used in Newforma Viewer and Stamps used on your Info Exchange website.

Topics include:

●        How to locate your sample Newforma stamps

●        How to create your custom Newforma submittal stamps

●        How the AutoCAD Block Attribute works

●        Creating and customizing stamps for Info Exchange

This webinar is designed for users and administrator of Newforma Project Center and highlights enhancements in Newforma Project Center 11.5.

Topics Covered

Info Exchange

●        Personal Transfers

●        How to send, receive and manage personal transfers

●        How to set up users for personal transfers

Global Threshold

●        Auto send large files through Info Exchange

●        Send via Info Exchange option

●        How to set up the global email threshold

●        Reply to all from Info Exchange transfers

Reporting Enhancements

●        Field Notes - added datasets

●        Project Teams - grouping

●        Punch List - specialized reports

Auto Permissions for Mobile Apps and Newforma Project Center

●        Adding yourself to My Projects/auto add to Project Team

●        Adding yourself to Project Team/ auto add My Projects

●        Auto enable activity centers for mobile apps

Project Extranet Support

●        Send via

●        Dragging and dropping files

●        Manifest file

●        How to set up Document Control for extranet sites

This webinar is intended for Newforma Project Center users and administrators.

This webinar focuses on setting up projects using the new Project Template Wizard. We discuss the different ways we use project templates to setup your projects and how to create multiple templates.

Topics Covered

●        How to delegate project creation to users other than a Global Administrator

●        The three ways to create a new project template

●        Creating a template from scratch

●        Creating a template from past Newforma templates

●        Creating a template from an existing project

●        How to make setting changes to existing projects

●        Use the "Change Settings" method to make changes to project(s)

●        Use the "Apply Spreadsheet Template" method to make changes to multiple projects

This webinar is intended for Newforma Project Center users and administrators.

Have you ever wondered what Document Sets are and if these are different than Shared Folders? Or when to use either one? If so, then this is the webinar for you!

Topics Covered

●        What are Document Sets?

●        What are Shared Folders?

●        Why would I use one over the other?

●        How to set up a shared folder

●        How to set up Document Sets

●        How to access either of these on Info Exchange

This webinar is intended for Newforma Project Center users and administrators.

We are pleased to present you the third of three webinars that focus on Newforma's BIM tools (Project Information Link).

Topics Covered

Newforma Action Items

●        Create Newform Action Items inside Revit

●        Create Advanced Views and Legends to view active Open Action and Punch List items

Newforma Screen Captures and Markups

●        Create and email screen captures of Revit Views

●        Create screen captures and markups using Newforma Viewer

Newforma Compare

●        Compare AutoCAD drawing files and PDFs

●        Use the Newforma Digital Light Table to compare changes between files

This webinar is intended for Newforma Project Center users and administrators.

In this webinar, you'll learn how to use the following mobile apps when out of the office or at the job site:

●        Capture

●        Tasks

●        Project Team

●        Project Email

Topics Covered

●        Capture Field Notes, Punch List or Action Items

●        Manage any of those tasks

●        Look up a project team member

●        Search for filed emails

This webinar is intended for Newforma Project Center users and administrators.

We are pleased to present you the second of three webinars that focus on Newforma's BIM tools (Project Information Link).

Topics Covered

●        Benefits of integrating Newforma Project Center Spaces and Elements with Revit

●        Synchronize Revit Rooms/Spaces with Newforma Spatial Index

●        Synchronize your custom Revit Parameters with Newforma Project Center

●        Quickly manage spaces from inside Newforma Project Center and synchronize changes back to Revit

●        Learn how to control and manage the naming and numbering of Revit Families from Newforma Project Center

●        Learn how to enhance your family schedules

This webinar is intended for Newforma Project Center users and administrators.

We are pleased to present you the first of three webinars that focus on Newforma's BIM tools (Project Information Link)

Topics Covered

●        Print sheets to PDF

●        New PDF print driver

●        Create individual or combined PDFs

●        Combined - WYSIWYG interface and adding of sheet parameters

●        Control PDF naming and location

●        Sync sheet information from Revit into Document Control to track issuance and revisions

●        Integrate Revit Sheet Revisions with Newforma Document Control

●        Creating Record Documents and auto linking PDFs from Revit

●        Intelligence to prevent overwriting issued sheets

●        Automatically populate the Plans App with sheets

This webinar is intended for Newforma Project Center users and administrators.

The classic Action Item activity center has undergone a big expansion in Eleventh Edition! If your company has not fully embraced Action Items yet, this is a great time to explore the benefits for project teams, departments and individuals across your organization.

Topics Covered

●        Typical process flow for Action Items

●        Updates to match other activity centers

●        New fields and metrics now available

●        Status field nuances - new Type and recommendation

●        Revised email notification

●        Interacting through Info Exchange and Mobile Apps

●        Creative uses of Action Items

This webinar is intended for Newforma Project Center users and administrators.

Learn what document control and management are all about in Newforma Project Center. For those already well versed in the Document Control activity center, we look at some of the feature additions in Eleventh Edition as well as extending the capabilities of document control from your Revit models all the way to the Plans App.

Topics Covered

●        How to add record documents to Document Control

●        How to determine the best method for adding record documents and revisions

●        How to issue record documents

●        How to make electronic documents available to internal vs. external users

●        Creating record document packages and issuing

●        Running reports to determine who will receive which revisions

●        Managing Document Control record documents and revisions from the Revit model

This webinar is intended for anyone interested in learning about Electronic Document Management System (EDMS) integration with Newforma Project Center Eleventh Edition.

Continue to bridge the gap and build transparency between project files stored across multiple systems and file repositories. Take electronic document management to the next level by incorporating it with the new EDMS Integration feature in Newforma Project Center Eleventh Edition!

Topics Covered

●        Add an EDMS project to NPC - Adding project folders from the EDMS file system is quick and easy

●        Work with EDMS files/folders - Check Out/In and Modify through the NPC Tasks box or right-click context menu

●        Project Email - Save email and attachments from Outlook directly to the EDMS repository

●        Search - In addition to NPC search capabilities, also search EDMS properties

●        Viewer/Markup Tools - Don't have a CAD application installed? Use the NPC Viewer to view 2D CAD files

●        Transfer Files - Using Newforma Info Exchange for sending files stored in EDMS

●        Create a Record Copy - The Record Copy tool in NPC makes it simple to make a snapshot of a project or folder

This webinar is intended for Newforma Project Center users and administrators.

In this webinar, we take a look at new features and review a few others that are sure to make you efficient and effective when working with PDFs and other markup files.

Topics Covered

Tools

●        Callout tool

●        Dimension tool

●        How to set the Unit or Scale

●        Working with Object Properties

Newforma Viewer Overview

●        Updated icons and layout

Working with PDFs

●        Add blank pages

●        Combine PDFs

●        Reorder or remove pages

This webinar is intended for Newforma Project Center users and administrators.

Newforma is excited to announce the new features of the Newforma Building Information Management module in our latest release of Neforma Project Center Eleventh Edition.

Topics Covered

Newforma BIM enhancements

●        New Revit/Newforma PDF driver

●        Custom PDF file naming

●        Single page and multi-page PDF creation

●        Support of multiple PDF drivers

●        Organize and custom sort multi-page PDF files using Revit Parameters

Enhanced Revit / Newforma Document Control integration

●        Easily publish PDFs and add them to Newforma Document Control in one step

●        Synchronize Revit parameters

●        Enhanced control over sheet revisions and issuances

This webinar is intended for Newforma Project Center users and administrators.

Get to know some of the new features and enhanced functionality in Eleventh Edition.

Topics Covered

●        Project Email, Capture and Tasks Apps

●        Action Items enhancements

●        Document Control enhancements

●        Viewer performance and Markup Tools

●        Shared Folder enhancements

●        Simple file transfers

●        Electronic Document Management System (EDMS) integration

●        Project Information Link improvements