Newforma Project Center’s...Newforma Project Center’s Top Ten Features You’ll Love Once You Use Them Feel the happiness. 10 TURN EMAILS INTO NEWFORMA ITEMS Most action items,

Newforma Project Center’s

Top Ten Features You’ll Love

Once You Use Them

Feel the happiness.

TURN EMAILS INTO NEWFORMA ITEMS 10

Most action items, RFIs, and submittals begin

with an email. Use that email to initiate

Newforma Action Items, RFIs, Submittals and

more! In the Newforma add-in for

Microsoft Office, click the File in Project

drop-down menu, then select File as...

Dialog boxes guide you from there.

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STAMP ELECTRONICALLY 9

Once created in AutoCAD, it is easy to use

a stamp on markups, submittals, and RFIs

to electronically record the date, reviewer,

and approval information. Open the

Newforma Viewer, then insert a stamp

through the Markup Tools panel. Click

Record Submittal or RFI Action, then

Respond and Close Submittal to send

a stamped PDF to the initiator.

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SYNCHRONIZE TEAMS VIA N2N

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8

Connect Newforma Info Exchange

servers to directly communicate across

companies to save time, reduce errors, and

increase collaboration. Once connected,

teams using Newforma enterprise

software can share project information

without manual uploads, downloads, or

redundant data entry.

SEND UPLOAD LINKS

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7

When you need a file from a contact,

simply click Request a File Transfer from

the Tasks panel. Your contact will

automatically receive an email request

containing the project name and number,

the request date, any special remarks, and a

unique link to upload the requested files.

COMPARE FILES

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6

See the differences between original and

revised drawings with the Compare

feature. Access the Compare feature via

activity centers or the Newforma

Viewer. It automatically color-codes

additions, deletions, and changes. Animate

before-and-after drawings to show clients

how new floor plans will look!

USE YOUR PHONE AND TABLET

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5

Put project information at your

fingertips with Newforma mobile

apps on your smartphone or tablet.

Data synchronize automatically

between the apps and your

Newforma servers, protecting you

from lost data or information silos.

Create a Newforma ID to gain

single-account access to all the apps.

SHARE SUPPORTING DOCUMENTS

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4

Files you place in the Supporting

Documents tab of Newforma items –

Submittals, RFIs, Action Items, Daily

Reports and Site Visits, for example –

clarify and illustrate those items. When

you delegate Newforma items, include the

Supporting Documents they’ll need to act.

Simply select the files, right-click, and

Share with External.

CUSTOMIZE PROJECT HOME PAGES

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3

You can tailor the look of Project Home

pages in Newforma Info Exchange websites

and Newforma Project Center desktop

software. In Newforma Project Center, click

the gears icon in the menu bar and select

Project Home Contents… Administrators

can customize settings for the entire team

and add custom applications or websites!

PACKAGE DOCUMENTS

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2

Hand over complete project records in

digital, searchable form. Newforma’s

Project Publisher activity center packages

documents you specify. Everything from

document sets and meeting minutes to daily

reports and punch lists is available for status

reports and end-of-project handover.

MANAGE PDF PAGES

There’s no need for Acrobatics.

Open the PDF in the Newforma Viewer,

select “PDF Editor…” from the Tools

menu, and insert or delete pages as

needed. Drag and drop to change

positions, and insert pages as desired!

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