Project Center Tenth Edition Help  


Transfer to Info Exchange Options dialog box

Use this dialog box to edit the settings for the selected file transfer, including who can access it, reminder settings, and removal, and then transfer it to your Newforma Info Exchange Server.

File Transfer Options

Enable Connected Project Delivery

1   This option appears only if you are transferring files to a connected company's project.

Mark this checkbox to enable file delivery to the selected contacts at a connected company.

Delivering to

The name of the connected company.

Specify Who Has Access to the File Transfer on Your Info Exchange Website

Choose who can access this file transfer:

  • Choose Only the Specified Recipients to allow only the members selected in the To and CC fields of the dialog box the transfer originated from to access the file transfer.

  • Choose Specified Recipients and Their Fellow Company Members to allow access only to the recipients and members of their companies (as listed in the Company column of the Project Team activity center).

  • Choose All Project Team Members to allow all recipients and anyone on the project team to access it. If you select this option for a contract management action but the project team member’s name is not on the action, this transfer will appear in the All My Transfers filter view of the Transfers page on Info Exchange.

  • Choose Public Access to allow anyone to access the file transfer by logging on to the Info Exchange website using the anonymous password. This option is available only when the Allow Public File Transfers checkbox is marked in the Edit Project Settings dialog box.

Allow Recipients to Download Partial Contents

Mark this checkbox to allow the recipients to download the files incrementally instead of all at once.

1   In order for partial file downloads to work, you must also mark the Require Info Exchange Login to Download checkbox below. Without marking both checkboxes, the entire file transfer will be downloaded by default. Info Exchange users must login to the Info Exchange website to be able to partially download file transfers.

The ability to partially download files is only available to users who have an Info Exchange account.

Remove Content from Info Exchange After 30 Days

Mark this checkbox to remove the files from Info Exchange 30 days after the transfer.


Click to open the Edit Expiration and Reminder Settings dialog box to set the expiration date and edit the reminder settings for the selected Newforma Info Exchange file transfer.

Notification Options

Hide Recipient List

Mark this checkbox if you want to hide the list of recipients on notifications, forms, and Info Exchange, which allows you to send bid documents to multiple bidders without the bidders being able to identify the other recipients. If this option is not checked, then the email notifications and transmittals will contain the To: and CC: contacts.

1   If this dialog box was accessed from a dialog box that already has a Hide Recipient List checkbox, this option will not be available, as it will be overridden by the previous dialog box.

Require Info Exchange Login to Download

Mark this checkbox to require the recipient to login to Info Exchange to download the files. The recipient does not receive a direct download link in the email message.

Send Notifications and Reminders

Mark this checkbox to be able to set an expiration date and daily reminders about the file transfer.

1   The frequency at which reminders are sent is set in the Notification Reminders section of the General tab of the Project Center Administration Activity Center Servers tab.


Click to open the Edit Expiration and Reminder Settings dialog box to set the expiration date and edit the reminder settings for the selected Newforma Info Exchange file transfer.


Click to transfer the files to Newforma Info Exchange.


To access this dialog box

This dialog box opens automatically whenever you transfer files to Info Exchange from dialog boxes throughout Project Center.