How to…
How to…
ABC | DEF | GHI | JKL | MNO | PQR | STU | VWXYZ
To view this list by feature, see Frequently Asked Questions.
A B C
Add a comment to an item’s discussion thread
Add a construction phase document package
Add a cover sheet to a construction phase document package
Add a discipline or category type to an index
Add a space to the Spatial Index
Add a subfolder to a shared folder
Add a submittal as a contractor
Add a submittal as a subcontractor
Add an electronic submittal stamp
Add a custom logo to printable sheets
Add custom document legal text
Add stamps and markups to a PDF as a subcontractor
Add/edit custom construction phase document types
Add/edit custom design/bid package types
Adjust frequency of automated emails for reviewer RFI answers
Adjust frequency of automated emails for reviewer submittal reviews
Allow subcontractors to view RFIs
Answer an RFI as a consultant/reviewer
Answer an RFI as a design team leader (architect) user
Assign responsible subcontractors to register items
Auto-forward RFIs to consultants, engineers and owner reviewers
Auto-forward submittals to consultants, engineers and owner reviewers
Auto-link drawing/spec index for existing PDFs within packages
Auto-link drawing/spec index to PDFs within packages
Auto-notify users of closed RFIs based on trade
Auto-notify users of closed submittals based on trade
Auto-notify users of issued design/bid packages
Auto-notify users of issued field reports
Auto-notify users of new/returned RFIs
Auto-notify users of new/returned submittals
Automatically flatten markups in submittals/RFIs
Automatically reset requested due date when contractor edits draft submittal
Batch import users to the Project Team
Block construction team from editing due dates
Bulk download submittals and RFIs
Change the category for a closed RFI
Change the category for a closed submittal
Change the category for an issued construction phase document package
Change the category for an issued design/bid package
Change the status of an item from action required to action taken
Clear the browser cache (temporary internet files) and cookies
Close a submittal as a contractor
Configure construction phase document package categories
Configure construction phase document package trades/disciplines
Configure Design/Bid Package Categories
Configure field report categories
Configure field report trades/disciplines
Configure notifications using groups
Configure RFI trades/disciplines
Configure submittal categories
Configure submittal review statuses
Configure submittal trades/disciplines
Configure the construction phase document package module
Configure the default due date for RFIs
Configure the default due date for submittals
Configure the Design/Bid Package Module
Configure the field reports module
Configure the quality control module
Configure the Sheet/Specification Index
Configure the Spatial Index module
Configure the Submittals module
Configure the Submittals module and prepare the template for import
Configure weekly email notifications to consultants and owner reviewers
Copy and paste markups to multiple pages
Create a custom quality control log
Create a custom submittal stamp
Create a log of open register items
Create a sheet or specification index from the template
Create a spatial index from the template
Create a submittal register from the template
Create and export a custom register log
Create custom status types for construction phase document packages
Cross reference related items to another ConstructEx item
D E F
Delete a construction phase document package
Delete a sheet or specification index
Delete a sheet or specification record
Delete a space from the spatial index
Delete a submittal register item
Delete an attachment from a returned RFI
Delete attachments from construction phase document packages
Delete attachments from design/bid packages
Delete attachments from submittals
Delete/edit markups and stamps
Display and edit the details of a quality control (QC) item
Display project logos on printable pages
Download a current set of drawings or specifications
Download all attachments as a ZIP file
Download Excel file of team directory
Download files and shared folders
Edit a submittal register item
Edit a user’s contact information
Edit an RFI response/attachment from consultant (reviewer)
Edit draft construction phase document packages
Edit draft design/bid packages
Edit permissions for the General Message category
Export sheet index information from Revit
Export spatial index information from Revit
Export RFI print summary with attachments
Export submittal print summary with attachments
Forward a submittal to a consultant/secondary reviewer twice
Forward a submittal to consultants, engineers and owner reviewers
Forward an RFI a consultant/secondary reviewer twice
Forward an RFI to consultants, engineers and owner reviewers
G H I
Get started as a contractor user
Get started as a design team leader (architect) user
Get started as a reviewer/consultant user
Get started as a subcontractor user
Hide submittal reviewer comments
Import the submittal register into your project
Include submittal register items in a custom log
Insert a submittal cover sheet/stamp sheet
Invite secondary reviewers to review a submittal
J K L
Link a logo to a company automatically
Link a submittal to the register
Link current PDF to existing package
Link existing submittals to register
Log a submittal on behalf of my contractor
Log a submittal review on behalf of a reviewer
Log an RFI on behalf of my contractor
Log an RFI review on behalf of a reviewer
Login instructions for new users
M N O
Manage submittal substitutions
Manage the change order process
Meeting minutes access
Modify access permissions for construction document types
Move a file between shared folders
Notify another Architect or Project Admin (Design) that a Submittal or RFI is Ready for Review
Notify multiple architects of an RFI as a contractor
Notify multiple architects of a submittal as a contractor
Notify multiple contractors of a draft RFI as a contractor
Notify multiple contractors of a draft submittal as a contractor
Notify multiple contractors of an incoming RFI
Notify multiple contractors of an incoming submittal
Notify multiple design team members of a submittal review
Notify multiple design team members of an RFI review
Notify users of a change to a shared folder
Notify users of changes in the midst of a review
Notify users of issued construction phase document packages
P Q R
Populate categories across modules
Populate trades/disciplines across modules
Print a sheet or specification record
Purge an existing Spatial Index
Reject submittals uploaded by subcontractors (for contractors only)
Remember username and password
Reopen a construction phase document package
Require a review of construction phase document packages
Return a submittal from the design team
Return subcontractor draft submittals as the contractor
Review a submittal as a consultant/reviewer
Rotate document in markup tools
S T U
Send a submittal or RFI to someone off the system
Send a submittal to multiple architects
Send shared folder files to external users
Set access permissions for shared folders
Set business days vs. calendar days
Set permissions for exporting full field reports
Set permissions for issuing field reports
Set the construction phase document package review status
Share design/bid packages with external users
Track costs and schedule changes
Update construction phase document package status
Update the status of a quality control item
Upload a submittal cover sheet
Upload and manage pay applications
Upload confirmation/consolidation drawing set
Upload file attachments to construction phase document packages
Upload file attachments to design/bid packages
Upload file attachments to field reports
Upload file attachments to meeting minutes
Upload file attachments to message forums
Upload file attachments to quality control items
Upload file attachments to RFIs
Upload file attachments to submittals
Upload files to shared folders
Use shared folders to distribute bid documents
Use the Newforma ConstructEx Viewer
V W X Y Z
View a comprehensive submittals log
View a list of outstanding submittals
View email notification history
View only submittals for certain trades or spec sections
View RFI statistics and graphs
View submittal statistics and graphs