Set Up File Transfers

Perform the following steps to set up file transfers on Info Exchange.

To set up file transfers

●        The File Transfers log must be configured to display on Info Exchange for the current project. To configure the project to display the log on Info Exchange, please see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

●        You must be a member of the project team. To add a new member to the project team, please see Add New Project Team Members.

●        You must have access to the project on Info Exchange. To grant access to the project on Info Exchange to project team members, please see Add New Project Team Members.

●        File transfer visibility on Info Exchange is controlled by the settings in the file transfer.

●        To create new file transfers on Info Exchange, you must be assigned to a permission set that grants access to create new items in the File Transfers log. For information on assigning a project team member to a permission set, please see Permission Sets.

●        The Cloud Transfers log is visible once you have linked your Newforma ID account to your account with a cloud service provider. For more information see Configure Cloud Delivery for Your Profile.

●        The Public Transfers log displays for all users once it is enabled in both Project Center and the project. For more information, please see:

• Project Center Administration Activity Center Servers tab for information on allowing public transfers in Info Exchange.

• Edit Project Settings dialog box for information on allowing public transfers in the project's settings.