How Tos

Upload Files to Shared Folders

Upload Files to Shared Folders Perform the following steps to add files to a shared folder. To upload files to a shared folder Select the folder you want to add...

Upload For Record Submittals

Upload For Record Submittals Perform the following steps to upload “For Record” submittals. To upload “For Record” submittals An administrator should edit the project’s module configuration settings to include the...

Use Help The Newforma ConstructEx Help system is a very powerful, yet easy-to-use source of information for all ConstructEx features. The Help system includes the following features: Click the icon...

Use Shared Folders to Distribute Bid Documents

Use Shared Folders to Distribute Bid Documents The recommended process for sharing bid documents is via the Design/Bid Packages module. From there, you can create and revise design/bid packages, as...

Use the Newforma Project Cloud Viewer

Use the Newforma ConstructEx Viewer Use the Newforma ConstructEx Viewer to mark up files attached to project items such as submittals and RFIs. You can launch the viewer by selecting...

Using Newforma ConstructEx on an iPad

Using Newforma ConstructEx on an iPad Most Newforma ConstructEx functionality is available when accessing the product via a browser on an iPad. However there are a few important limitations to...

View a Comprehensive Submittals Log

View a Comprehensive Submittals Log The All+Expected Submittals log includes information on both expected submittals (from the Submittal Register) and received submittals, allowing you to view all submittal information in...

View a List of Outstanding Submittals

View a List of Outstanding Submittals Perform the following steps to view a list of outstanding submittals. To view a list of outstanding submittals Select Submittal Register > View Open...

View Email Notification History

View Email Notification History Every email notification delivered to a user is time-stamped and recorded within the History section for the item (submittals, RFIs, design/bid packages, etc.). This feature is...

View Only Submittals for Certain Trades or Spec Sections

View Only Submittals for Certain Trades or Specification Sections You can filter your view of submittals to only show those for certain trades or specification sections. To do so, create...

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