Transfer Files to a Newforma Info Exchange Server dialog box

Use this dialog box to transfer project files via your Newforma Info Exchange Server to share them with internal and external project team members, as well as outside contacts.

To

Click to open the Choose Project Team Members dialog box to select who to send the files to. You can also type email addresses directly in this field.

CC

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.

1 Contacts in the CC field will receive a link to download the files, but will not be sent reminders.

Subject

Enter a subject for the file transfer.

Remarks tab

Enter a detailed message in this field.

Files to Transfer tab

This tab contains the folders and files included in the transfer.

Add Files	Click to open the Add Files dialog box to locate and attach a file to the transfer.
Add Folder	Click to open the Select Folder dialog box to add a folder and all of its contents to the transfer.
Remove	Click to remove the selected file from the transfer.

External References

Select one of the following options to include any externally referenced files when transferring the files:

Do Not Include External References

Select this option to leave out all externally referenced files.

Only Include Externally Referenced Drawing and Image Files

Select this option to include only externally referenced drawing and image files. When you transfer the files, the Summary of Included Files and References dialog box opens, listing both XREFs that were found and XREFs that could not be found. You can then locate them manually.

Include All Externally Referenced Drawing, Image, and Support Files

Select this option to include all externally referenced drawing and image files, as well as plot support files required by the AutoCAD files so that they have 100% plot fidelity. These include .CTB, .SHX, .PC3, and .TTF files (True Type fonts). When you transfer the files, the Summary of Included Files and References dialog box opens, listing both XREFs that were found and XREFs that could not be found. You can then locate them manually.

Save Record Copy in

When you create a file transfer, a record copy of the transfer is saved in this location as a .ZIP file. You can enter a new location.

Review Complete List of Files Before Sending Transfer

Mark this checkbox to open the Summary of Included Files and References dialog box so you can verify and edit the list of files being sent.

Click to spell check the fields in this window. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Save a Draft

Click to save a draft of the file transfer. It will appear in the All Drafts log of the Info Exchange activity center. The files will not be sent.

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.

To access this dialog box

You can access this dialog box in the following ways:

Select the files you want to transfer, then click Info Exchange > Transfer Only from the File Tasks panel of various activity centers.
Click New File Transfer from the Tasks panel of the Info Exchange activity center, then choose No, Just Transfer the Files from the Transfer Files to Info Exchange dialog box.