How Tos

Download vCard of User

Download vCard of User Perform the following steps to download a user’s vCard. To download a user’s vCard Select the gear icon in the upper right corner of the interface,...

Edit an RFI Response/Attachment from Consultant (Reviewer)

Edit an RFI Response/Attachment from Consultant (Reviewer) If the RFI is still open, the consultant can use the return option again to edit their response and attachments. A consultant’s response/attachment...

Edit a Shared Folder

Edit a Shared Folder Perform the following steps to edit a shared folder. You must be a Project Administrator from the same team that created a shared folder to edit...

Edit a Submittal

Edit a Submittal Perform the following steps to edit a submittal. To edit a submittal Select the icon next to the submittal in the Submittals module, or click Edit on...

Edit a Submittal Register Item

Edit a Submittal Register Item Perform the following steps to edit a Submittal Register item. You must be a Project Administrator to edit Submittal Register items. To edit a Submittal...

Edit a User’s Contact Information

Edit a User’s Contact Information Users can edit their own contact information. Project Administrators can edit contact information for other users. To edit your contact information Select the gear icon...

Edit Draft Construction Phase Document Packages

Edit Draft Construction Phase Document Packages When a construction phase document package is in a draft state, members of the team can edit it as needed. The design, construction and...

Edit Draft Design/Bid Packages

Edit Draft Design/Bid Packages When a design/bid package is in a draft state, members of the team can edit it as needed. You must be a member of the team...

Edit Permissions for the General Message Category

Edit Permissions for the General Message Category By default, only a design team Project Administrator can edit the permissions for the General message category in the Message Forums module. However,...

Edit User Role Display Names

Edit User Role Display Names By default, a project comes with traditional user role names such as subcontractor, contractor, architect, owner, engineer, etc. Newforma ConstructEx allows for the user role...

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