Newforma

send an expected submittal

2010-05-19T11:06:58Z

We are experiencing multiple external users with the following problem: When they try to access “my expected submittals” from the contract administration => submittals menu - the small dialog box that appears is empty. The only way they can send submittals is via the quick transfer process.

Both claim to be running current IE8 browser w/ pop-up blocker turned off. Is there anything additional I can do to try and trouble shoot this issue?

Thanks,
Dean Helsel

Recalling a transfer

2010-04-30T15:37:57Z

Is it possible, after sending a transfer through Info Exchange to recall it because you forgot to attach a document (submittal).

I have a user that sent a submittal through info exchange but forgot to attach the submittal. Is there a way to recall that so they can resend it with the correct information attached?

adding external people to the project team

2010-02-11T12:59:14Z

i am trying to add an external person to one of my projects. i add them as a team member, it sends an automated message with a username and password but doesnt tell them what project it is for. how do i make the addition project specific?

outside team access to transfer history

2010-02-17T14:40:50Z

If I send out a transfer to several people and I want to use the blind copy feature (hide recipient list), will those people be able to look at the transfer list and see the recipients who have downloaded the file?

If so any way to keep it from happening? Should be implied if I want to hide recipients list

Info Exchange Reporting

2010-02-15T19:15:05Z

While in the Project Center Administration, Transfers Tab, I can see all transfers for a given time period and I can add and remove columns as desired, but I need to add a ‘Project Number’ column. When right clicking this option isn’t shown. Does anyone know how to get a project number to print as a column in a multi-project report?

Also; is there a way to trigger the Transfer Management Log from the N4 command line?

Thanks,
Murray

new contractors can’t see files

2010-02-04T11:36:08Z

when contractors are added to the projects it takes no less than 3 hours for any files that they are allowed to download to become visiable to them.
Is this because of AD permissions replication of somee kind or a Newforma setting?
is there any way to speed this up and reduce the time.
I am getting a fair amount of push back from contractors that “can’t find files”

thanks

Organizing Newforma Info Exchange - post factum

2010-01-29T16:24:52Z

Our Info Exchange is becoming over-populated - from the web view, it’s showing 96 folders. I don’t want to have our clients or anyone sifting through 96 folders.

I know I can delete folders. However, being a data hog, I don’t want to lose the information that has been recorded/associated with that folder, which is what I fear will happen when I delete it from Info Exchange.

Can I organize those folders after the fact? Ie, have an expired folder that holds all of the expired folders, thereby unclogging the main web screen?

TIA

Un-publishing Info Exchange Folders

2010-01-27T16:55:29Z

I previously had published a “document set” to an info exchange folder. Now that I have delted that document set, it still shows up in the web based info exchagne folders (external). How do I get it to go away?

Filing Submittal Response Packages from NIX

2009-11-04T11:55:52Z

What is the best practice for filing submittal reviewer response packages recieved through NIX? When I recieve a file transfer through NIX it creates a zipped archive folder of the contents on our server and I can file it as a submittal reviewer response. If this transfer contains multiple submittal responses, is there a way to ‘re-recieve’ the transfer multiple times in order to associate each response with their respective submittal?

(e.g. - When a submittal package is recieved through email, I am able to ‘re-open’ the email in Outlook and file it multiple times in different locations.)

The only work around I have been able to come up with is creating a ‘dummy’ submittal reviewer response and then going into the archived folder and attaching the respective response as a supporting document.

Thoughts?

Thanks.

Recovering Deleted Transfers

2009-11-03T10:43:44Z

Is there a way to recover a deleted Info-exchange transfer?