How to…

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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 a message

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 design/bid package

Add a discipline or category type to an index

Add a field report

Add a meeting

Add a message

Add a prefix to an RFI

Add a project logo

Add a quality control item

Add a raster image

Add a shared folder

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 a submittal register item

Add a user

Add an electronic submittal stamp

Add an item to a field report

Add an RFI as a contractor

Add an RFI as a subcontractor

Add and Edit User Groups

Add a custom logo to printable sheets

Add custom document legal text

Add drawing/spec to index

Add existing RFIs

Add existing submittals

Add markups to scanned PDFs

Add RFI types

Add signature to stamp

Add stamps and markups to a PDF as a subcontractor

Add submittal types

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

Bulk renaming PDF files

Change a user’s company

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

Change your password

Clear the browser cache (temporary internet files) and cookies

Close a submittal as a contractor

Close an RFI 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 categories

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 RFIs 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

Copy sheet index from AutoCAD

Copy users to other projects

Create a COR or PCO document

Create a custom log

Create a custom quality control log

Create a custom submittal stamp

Create a log of open register items

Create a revised RFI

Create a revised submittal

Create a revision package

Create a sheet or specification index from the template

Create a spatial index from the template

Create a submittal register from the template

Create a transmittal

Create and export a custom register log

Create custom status types for construction phase document packages

Create meeting types

Create message categories

Create RFI logs and reports

Cross reference related items to another ConstructEx item

 

D E F

Delete a construction phase document package

Delete a design/bid package

Delete a file from a folder

Delete a message

Delete a message category

Delete a shared folder

Delete a sheet or specification index

Delete a sheet or specification record

Delete a space from the spatial index

Delete a submittal

Delete a submittal register item

Delete an attachment from a returned RFI

Delete an RFI

Delete attachments from construction phase document packages

Delete attachments from design/bid packages

Delete attachments from RFIs

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 an attached file

Download Excel file of team directory

Download files and shared folders

Download Vcard of user

Edit a shared folder

Edit a submittal

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

Edit user role display names

Export full field report

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 RFI answers

Hide submittal reviewer comments

Import a sheet index

Import a spatial index

Import a specification index

Import existing data

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

Markup up submittal PDFs

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

Print an Item

Print an old Sheet Index

Print and View logs

Print team directory

Purge an existing Spatial Index

Reject submittals uploaded by subcontractors (for contractors only)

Remember username and password

Remove a user from a project

Rename a file

Reopen a construction phase document package

Reopen a design/bid package

Reopen a submittal

Reopen an RFI

Require a review of construction phase document packages

Reset a user password

Return a submittal from the design team

Return an RFI

Return subcontractor draft submittals as the contractor

Review a submittal as a consultant/reviewer

Rotate document in markup tools

 

S T U

Search items by keyword

Select your language

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 project time zone

Set the construction phase document package review status

Share BIM and CAD files

Share design/bid packages with external users

Track costs and schedule changes

Track LEED RFIs

Track LEED submittals

Update construction phase document package status

Update email address for user

Update the status of a quality control item

Upload a profile picture

Upload a submittal cover sheet

Upload an RFI 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

Upload for record submittals

Use Help

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

View the shared folders Activity Log

Working with the Quality Control Full Log