How Tos

Move a File Between Shared Folders

Move a File Between Shared Folders If you have the correct access permissions, you can drag and drop a file from one shared folder to another. You must have Move/Rename/Delete...

Newforma ConstructEx to Project Center Workflow for Submittals and RFIs

ConstructEx to Newforma Project Center Workflow for Submittals and RFIs The submittal and RFI workflow for the ConstructEx connector is largely transparent to users on both sides. The intent of...

Notify another Architect or Project Admin – Design that a Submittal or RFI is Ready for Review

Notify Another Architect or Project Admin (Design) that a Submittal or RFI is Ready for Review Some project workflows require that multiple users assigned to the Architect or Project Admin...

Notify Multiple Architects of an RFI as a Contractor

Notify Multiple Architects of an RFI as a Contractor As a contractor, you typically send an RFI to a single member of the design team. However, there may be times...

Notify Multiple Architects of a Submittal as a Contractor

Notify Multiple Architects of a Submittal as a Contractor As a contractor, you typically send a submittal to a single member of the design team. However, there may be times...

Notify Multiple Contractors of a Draft RFI as a Contractor

Notify Multiple Contractors of a Draft RFI as a Contractor As a contractor, you typically send an RFI to a single member of the design team. However, there may be...

Notify Multiple Contractors of a Draft Submittal as a Contractor

Notify Multiple Contractors of a Draft Submittal as a Contractor As a contractor, you typically send a submittal to a single member of the design team. However, there may be...

Notify Multiple Contractors of an Incoming RFI

Notify Multiple Contractors of an Incoming RFI As a subcontractor, you typically send an RFI to a single contractor. However, there may be times when you need to let additional...

Notify Multiple Contractors of an Incoming Submittal

Notify Multiple Contractors of an Incoming Submittal As a subcontractor, you typically send a submittal to a single contractor. However, there may be times when you need to let additional...

Notify Multiple Design Team Members of an RFI Review

Notify Multiple Design Team Members of an RFI Review As a reviewer on the design team, you automatically return an RFI to the design team leader who invited you to...

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