Send a File Transfer page

Use this page to transfer files via Info Exchange to internal and external Project Center project team members for the current project.

 

Send a File Transfer

Subject

Enter a subject for the file transfer.

To

The recipient of the file transfer. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.

CC

Any additional recipients of the file transfer. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.

Remarks

Enter any remarks for the file transfer.

Reminders

Set the reminder options to notify recipients if they have not downloaded the transmittal associated with the file transfer. Mark the appropriate checkboxes to have the reminder sent to you, to the recipients, or to both. Once you select an option, you can select the date when the reminder will be sent. If neither checkbox is selected, no reminders are sent.

Reminders to internal project team members are sent daily per project. Reminders to external project team members are sent once. For example, if an external project team member has not downloaded a file transfer, and reminders are set for that file transfer, the external project team member will get only one reminder, on the reminder date.

Files

Use this area to add files to the file transfer.

Add File

Click to open the Choose File to Upload dialog box and select a file.

To add additional files, click the Add File button again to select another file.

Send Files

Click to send the file transfer. The following events occur:

●        An email message containing download information about the file transfer is sent to the recipients. They can then click the link and download the transfer from Info Exchange.

●        The transfer is logged in the File Transfers Log.

●        The transfer is posted to the All Incoming category of the Info Exchange activity center in Project Center.

 

 

To access this page

You can access this page in the following ways:

●        From the menu bar, click Send > Files.

●        Click Send Files in the File Transfers log.