AEC PROJECT INFORMATION MANAGEMENT

Basic video tutorials

“Take 5” video tutorials run from two to five minutes. They show the most recent version of Newforma software.

NOTE: Newforma Project Center users may access Take 5 recordings from within the software; look for the Take 5 icon.

View tutorials

Newforma Info Exchange

For external team members who do not have Newforma Project Center installed in their offices

Browser-based access to Newforma Info Exchange makes it easy to send, receive and track electronic file transfers of any size. Just log in to Newforma Info Exchange and click “My Items” to view outstanding RFIs, submittal reviews, updates to project files and file transfers.

View tutorials 

Problems downloading files from Newforma Info Exchange?
Consult the firm that emailed the link.
Click here for pictorial instructions.

Advanced video tutorials

In-depth training for existing users

The following recordings of Newforma Nugget webinars are for users who have already had initial training in the software.

NOTES:

• They run 30 to 60 minutes in length.
• The large size of these video files requires time to load in the player.
• Macintosh users may need to download and install free Flip4Mac software to view these Windows Media recordings. 

Advanced Search & Email 
Newforma Project Center offers much more than basic email management and information-searching capabilities. This webinar presents options that turn you into a power user. (NOTE: A viewer reported a problem at the 19:57 mark. We are recording a new webinar to replace this problematic one.)

Submittals 
In this webinar you will learn how to:

• Log submittals that were posted on Info Exchange.
• Respond to submittals from the Newforma Viewer.
• Forward submittals to different reviewers.
• Send an email about a submittal and track the communication.
• Include an electronic submittal stamp.

RFIs  
In this webinar you will learn how to:

• Assign RFIs to multiple reviewers.
• Record reviewer responses from Microsoft Outlook and Newforma Info Exchange.
• Track email communication about an RFI.
• Create multiple-project RFI reports.

Newforma Info Exchange 
In this webinar you will learn how to:

• Receive documents posted on Info Exchange.
• Modify Info Exchange settings.
• Track the history of Info Exchange postings.
• View Info Exchange from the external team member's perspective.

Action Items 
In this webinar you will learn how to:

• Log an action item from an email message.
• File email messages to existing action items.
• Create action items from other activity centers.
• Create action item reports.

Project Timeline 
In this webinar you will learn how to:

• Add and view key project-related milestones, phases, and events in a calendar, journal, or log view.
• Add events from Microsoft Outlook.
• Import items from Microsoft Project.
• View a summary of project activity during selected timeline intervals.

Document Sets, Published Folders, and Record Copies 
In this webinar you will learn how to:

• Create a document set.
• Publish a document set to Info Exchange.
• Create a record copy of a document set.
• Compare document sets.

What's New in Seventh Edition

• Seventh Edition offers more efficient, robust indexing of a customers’ entire company network
• Expands email management capabilities beyond Microsoft Office Outlook to include Novell Groupwise, Google Gmail, Lotus Notes and Domino Server, and other email platforms employing IMAP-compatible servers.
• Incorporates numerous customer-requested enhancements that make the software easier to use and administer.

Project Images

This webinar focuses on how to use the new Project Images activity center to easily manage and search all your project images, photos, and videos.

Newforma Mobile

This webinar focuses on how to use and configure Newforma Mobile so you can access project data from your smartphone.