Getting Started as a Design Team Leader (Architect) User

5 minutes
6 months ago

Getting Started as a Design Team Leader (Architect) User

Missed the training session? Have no fear: the software is quite intuitive and we have some handy help links and tutorials to get you started!

Select any topic below to see more details:

 

Upload current drawings

You want project team members to have access to the most current set of drawings, but how do you upload them?

Design/Bid Packages

Click here to watch a brief video on uploading design/bid packages.

Click here for a step-by-step guide to the process.

Click here to watch a brief video on enabling external access for design/bid packages.

Click here for a step-by-step guide to the process.

Construction Phase Document Packages

Click here to watch a brief video on uploading construction phase documents.

Click here for a step-by-step guide to the process.

Maintain drawing sets

Click here to watch a brief video on maintaining a current set of drawings.

Import Indexes

You want to import sheet, specification, and spatial indexes to better manage and link your project data. But how?

Import Sheet and Specification Indexes

Click here to watch a brief video on importing sheet/specification indexes.

Click here for a step-by-step guide to importing a sheet index.

Click here for a step-by-step guide to importing a specification index.

 Import Spatial Indexes

Click here for a step-by-step guide to the process.

 

Forward a submittal

You’ll find submittals under the Construction Administration section of the software.

Click here to watch a brief video on forwarding a submittal.

Click here for a step-by-step guide to the process.

Click here to see a list of additional submittal topics and answers to submittal support questions.

 

Introduction to the markup tools

Use the Newforma ConstructEx Viewer to mark up files attached to submittals, RFIs and other project items.

Click here to watch a brief video on using the markup tools.

 

Add a stamp to a document

Click here to learn how to add your stamp.

 

 

Return a submittal

You’ll find submittals under the Construction Administration section of the software.

Click here to watch a brief video on returning a submittal.

Click here for a step-by-step guide to the process.

Click here to see a list of additional submittal topics and answers to submittal support questions.

 

Forward an RFI

You’ll find RFIs under the Construction Administration section of the software.

Click here to watch a brief video on forwarding an RFI.

Click here for a step-by-step guide to the process.

Click here to see a list of additional RFI topics and answers to RFI support questions.

 

Answer an RFI

You’ll find RFIs under the Construction Administration section of the software.

Click here to watch a brief video on answering an RFI.

Click here for a step-by-step guide to the process.

Click here to see a list of additional RFI topics and answers to RFI support questions.

 

Find current drawings and specifications

You’ll find the drawings and specifications you need under the Document Management section of the software.

Here’s some quick info to get you started. Click any of the links for more details:

Design/Bid Packages contain full sets of drawings.

Construction Phase Documents typically contain items issued after construction starts. This can include ASIs, Sketches, COs, CORs, etc.

The Sheet Index contains the drawings listed sheet by sheet and, if maintained, includes the most recent drawing sheets as well as past issues.

The Specification Index contains the specifications listed section by section and, if maintained, includes the most recent sections as well as the past issues.

 

Download a current set of documents

You’ve found the documents you need, but how do you download them?

Click here to watch a brief video on downloading a current set of documents.

Click here for a step-by-step guide to the process.

 

Work with shared folders

Sometimes you need to add or access files in shared folders. Here’s how to work with them:

Click here for a step-by-step guide to adding, editing and sharing shared folders.

Click here for a step-by-step guide to uploading, downloading and sharing files within shared folders.

 

You’re on your way! For more information, search the help or check out one of the quick reference guides listed below.

Quick Reference Guides

Select any of the links below to view the reference guide. To download a PDF of the reference guide, select Download PDF.

Construction Phase Document Package Origination Quick Reference Guide (download PDF)

Design/Bid Package Origination Quick Reference Guide (download PDF)

Design Team Leader RFI Review Quick Reference Guide (download PDF)

Design Team Leader Submittal Review Quick Reference Guide (download PDF)

Shared Folders – Uploading, Downloading, and Sharing Files Quick Reference Guide (download PDF)

Shared Folders – Adding, Editing, and Sharing Folders Quick Reference Guide (download PDF)

Design Team Leaders: Initiate, Edit, and Close a QC Item Quick Reference Guide (download PDF)

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