Frequently Asked Questions
Action Items | Addendums | Bulletins | Change Order Proposals | Change Orders | Cloud Delivery | Companies | Construction Change Directives | Contacts | Contracts | Daily Reports | Document Control/Record Documents | Document Sets | Email | Field Notes | File Transfers | General Questions | Help | Language Support | Markup Sessions | Meeting Minutes | My Projects | Newforma ID - Cloud | Newforma Web Viewer | Potential Change Orders | Project Home | Project Teams | Project Timeline | Proposal Requests | Punch Lists | RFIs | Shared Folders| Search | Site Visits | Sketches | Spatial Index | Stamps | Submittals | Supplemental Instructions | Supporting Documents | Tablet Related
To view this list alphabetically, see How to...
Action Items
How do I close an action item?
How do I complete work on an action item?
Addendums
How do I view addendum details?
How do I view addendum workflow actions?
Bulletins
How do I view bulletin details?
How do I view bulletin workflow
actions?
Change Order Proposals
How do I send a change order proposal?
How do I set up change order proposals?
How do I view change order proposals?
How do I view change order proposal details?
How do I view change order proposal workflow actions?
Change Orders
How do I set up change orders?
How do I view change order details?
Cloud Delivery
How do I add a connection to Newforma ID?
How do I configure cloud storage on Info Exchange?
How do I check the progress of files delivered to a cloud service provider account?
Companies
How do I modify a company profile?
Construction Change Directives
How do I set up construction change directives?
How do I view construction change directives?
How do I view construction change directive details?
How
do I view construction change directive workflow actions?
Contacts
How do I view contact information?
How do I view a contact profile?
Contracts
How do I send a response to a contract item?
How do I view contract details?
Cost Codes
How do I view cost code details?
Daily Reports
How do I assign different templates?
How do I modify a daily report?
How do I set up daily reports?
How do I view daily report details?
Document Control/Record Documents
How do I download a record document package?
How do I download partial contents of a record document package?
How do I recommend changes to a record document?
How do I set up document control/record documents?
How do I view record documents?
How do I view record document details?
Document Sets
How do I set up document sets?
How do I view document set details?
How do I forward or respond to an email message?
How do I send an email message to a project team member?
How do I set up project email?
Field Notes
How do I create a related project item for a field note?
How do I relate a field note to an observation?
How do I view field note details?
File Transfers
How do I drag and drop files in a transfer?
How do I install Microsoft Silverlight?
How do I receive transferred files?
How do I request expired files?
How do I respond to a file transfer request?
How do I select the basic uploader?
How do I set up file transfers?
How do I transfer files to other project team members?
How do I zip files to transfer them?
General Questions
How do I clear the cache in my browser?
How do I download attached files?
How do I enable JavaScript in my browser?
How do I enable cookies in my browser?
How do I export a log to a spreadsheet?
How do I filter and sort logs?
How do I forward or respond to an email message?
How do I make a project and its activity centers available on Info Exchange?
How do I open a form as a PDF?
How do I search project files?
How do I upload supporting documents?
Help
Info Exchange
How can my company host an Info Exchange website?
How do I access Info Exchange from an iPad?
How do I change my Info Exchange password?
How do I configure Info Exchange widgets?
How do I create a custom Info Exchange widget?
How do I download files from Info Exchange?
Language Support
How do I configure Info Exchange for multiple languages?
How do I switch interface languages?
Markup Sessions
How do I create a new markup session?
How do I set up markup sessions?
Meeting Minutes
How do I set up meeting minutes?
How do I view meeting minutes?
My Projects
How do I add projects to the My Projects tab?
How do I remove projects from the My Projects tab?
Newforma ID - Cloud
How do I add a connection to Newforma ID?
How do I configure cloud delivery on Info Exchange?
How do I copy transfers to my cloud storage Account?
How do I create a Newforma ID?
How do I get started with mobile apps?
Newforma Web Viewer
How do I add an image to a markup?
How do I enable external users to mark up documents?
How do I expand the side panel?
How do I export a markup to PDF?
How do I mark up a drawing or image on Info Exchange?
How do I modify the supplied Microsoft Word stamp or create a new Word template?
How do I use Newforma Web Viewer?
Potential Change Orders
How do I complete a pricing item on a potential change order?
How do I respond to a pricing item?
How do I set up potential change orders?
How do I view a potential change order?
Project Files
How do I download attached files?
How do I download files from a shared folder?
How do I download files from Info Exchange?
How do I receive transferred files?
How do I search project files and items?
Project Home
How do I create custom Info Exchange widgets?
How do I create and edit a template view?
How do I create a global template for the Project Home page?
How do I configure Info Exchange widgets?
How do I customize Project Home?
Project Teams
How do I add a project team group?
How do I add new project team members?
How do I modify a project team group?
How do I modify a project team member?
How do I send an email message to a project team member?
How do I set up project teams?
Project Timeline
How do I export the project calendar to Outlook?
How do I export the project timeline to Outlook?
How do I set up the project calendar?
How do I view the project timeline?
Proposal Requests
How do I set up proposal requests?
How do I view proposal requests?
How do I view proposal request details?
How do I view proposal
request workflow actions?
Punch Lists
How do I update punch lists and communicate the changes?
How do I view punch list details?
RFIs
How do I view RFI workflow actions?
Search
How do I filter and sort logs?
How do I search project files?
Shared Folders
How do I create a subfolder in a shared folder?
How do I download files from a shared folder?
How do I drag and drop files to a shared folder?
How do I set up shared folders?
How do I upload files to a shared folder?
How do I view shared folder details?
What happens when files are deleted in a shared folder?
Site Visits
How do I assign different templates?
How do I create next in series?
How do I finalize a site visit?
How do I view site visit details?
Sketches and Supplemental Drawings
How do I recommend changes to a sketch or supplemental drawing?
How do I set
up sketches and supplemental drawings?
Spatial Index
How do I set up the spatial index?
How do I view the spatial index?
How do I view spatial index details?
Stamps
Does Newforma provide stamp examples?
Submittals
How do I send an expected submittal?
How do I view submittal details?
How do I view submittal workflow actions?
Supplemental Instructions
How do I set up supplemental instructions?
How do I view supplemental instructions?
How do I view supplemental instruction details?
How do I view supplemental instruction workflow actions?
Supporting
Documents
How do I view supporting documents?
Tablet Related
How do I access Info Exchange from an iPad?
How do I access Info Exchange from a tablet?
Table of Contents
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