Addendum Action page
This page shows the details of a contract management workflow action taken on an addendum.
Action is the type of action performed. Types of addendum actions include Received, Forwarded, Response, Review Response, Pending Review Response, Sent, Closed, Sent and Closed, and Reopened.
Addendum Action
The following list contains all available fields for all of the types of addendum actions. Each addendum action contains a different subset of these fields.
Subject
The subject of the addendum.
To
The recipient of the current addendum action. Click the link to open the Contact Information dialog box.
CC
Any other contacts included in the addendum action.
From
The contact who assigned the addendum action.
Addendum ID
The ID number of the addendum.
Sender ID
The ID the sender gave to the addendum.
Purpose
The purpose of the addendum.
Transmittal ID
The ID number of the addendum's corresponding transmittal.
Date Received
The date the addendum was received.
Via
The method used to transfer the addendum.
Due
When a response to the addendum is due.
Remarks tab
This tab contains any remarks entered for the addendum. An asterisk (*) indicates that remarks are included with the addendum.
Files tab
This tab lists any electronic files included with the addendum. An asterisk (*) indicates that files are included with the addendum.
Download All Contents
Click to download all of the transferred files at once. You will have the option of opening the files or saving them.
Download Selected Contents
Mark the checkboxes of the folders or files you want to download, then click this button to download them. You will have the option of opening the files or saving them.
Configure Cloud Delivery
Opens the Configure Cloud Delivery dialog box and allows you to configure Info Exchange to download file transfers to your cloud storage account. For more information, please see the Cloud Delivery overview.
Name
The name of the file.
Type
The file type.
Size
The size of the file.
Date Modified
The date the file was last modified.
Files that appear on the Files tab also appear as a transfer on the Related Items tab.
Contents tab
This tab lists the contents of the addendum action.
Quantity
The quantity of the item included with the addendum action.
Date
The date the item was received.
Number
The item number.
Description
The item description.
Action
Any action taken for the item.
Remarks
Any remarks entered about the item.
Email Log tab
This tab lists all email messages associated with the addendum.
Importance
The icon indicates the email message is marked as important.
Attachments
The icon indicates the email message contains an attachment.
Subject
The original subject line of the email. Click the subject of an email message to view it in the Email Preview page.
Message
Displays the first part of the email message.
From
Displays the original sender of the email.
To
Displays the recipient list for the email.
Date
Displays the original sent date for the email.
Size
Displays the file size of the email.
Preview Email Messages
Mark this checkbox to display a portion of the email messages below their subjects.
Page Tools
The following tools are available in the Addendum Action page toolbar.
Addendum: <Addendum name>
Click to return to the Addendum page.
This option is only available to Project Center (internal) users.
Addendums
Click to return to the My Addendum Actions log.
Internal users are returned to the Addendums log.
Send Response
Click to open the Send Addendum Response page to send a response to an addendum.
Markup and Respond
Click to open the Newforma Web Viewer to view the attached files, mark up with any comments and send the response.
View Form
Click to open a printable version of this page.
To access this page
Click an addendum action from the My Addendum Actions log, or an action from the Workflow tab of an Addendum page.
If addendums are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.