How Tos

Configure the Submittal Module and Prepare the Template for Import

Configure the Submittal Module and Prepare the Template for Import Perform the following steps to import a submittal register using the Newforma ConstructEx Excel template. Best practice is to import...

Configure the Submittals Module

Configure the Submittals Module Submittals module configuration video: Configuring the Submittals Module Configuration Tasks There are several items to consider when configuring the Submittals module. Depending on how you plan...

Configure Weekly Email Notification to Consultants and Owner Reviewers

Configure Weekly Email Notification to Consultants and Owner Reviewers An automated weekly submittal log is emailed to consultants and owner reviewers if they have any open submittals. You must be...

Copy and Paste Markups to Multiple Pages

Copy and Paste Markups to Multiple Pages Perform the following steps to quickly copy and paste markups to multiple pages using the markup tools. To copy and paste a stamp...

Copy Sheet Index from AutoCAD

Copy the Sheet Index from AutoCAD Perform the following steps to copy the Sheet Index from AutoCAD to Newforma ConstructEx. To copy the sheet index from AutoCAD Open the AutoCAD...

Copy Users to Other Projects

Copy Users to Other Projects Perform the following steps to copy users to other projects. You must be a Project Administrator for both projects to copy users between projects. To...

Create a COR or PCO Document

Create a COR or PCO Document Package Contractors can issue a COR (change order request) or PCO (potential change order). If the COR or PCO document package type does not...

Create a Custom Log

Create a Custom Log Perform the following steps to create a custom log to view log items based on custom search criteria. For specific information on creating a custom submittal...

Create a Custom Quality Control Log

Create a Custom Quality Control Log Perform the following steps to create and view a log of quality control items based on custom search criteria. For example, you can create...

Create a Custom Submittal Stamp

Create a Custom Submittal Stamp There are several options for creating a custom submittal stamp in ConstructEx. To create a custom submittal stamp by scanning in stamp The simplest method...

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