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Info Exchange Workflow Examples for External

Users:File Transfers

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Transferring Files through InfoExchange

2

External User sends file to Internal User

External User Receives File

Internal User Receives File Transfer

Info Exchange Newforma Project Center

Internal User Sends File to External User

Info ExchangeNewforma Project Center

Scenario 2

Scenario 1

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Scenario 1: Step 1 – On Info Exchange

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External User (Peter Keating) Transfers a file to Internal User

(Howard Roark)

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External User Creates File Transfer

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Peter logs into Newforma Info Exchange. He selects Files and the project then selects Go.

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Complete the File Transfer Form

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Peter completes the Send a File Transfer form specifying Howard as the recipient, entering remarks and selecting Browse to pick the file to send

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View Outgoing File Transfer Log

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Peter can see the file was sent out in the File Transfer log in the Outbox view

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Scenario 1: Step 2 – On Newforma Project Center

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Internal User (Architect – Howard Roark) Receives File

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Internal User Receives Notification

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Howard receives an email that there is an incoming file transfer that came in through Info Exchange. He selects the link to open Newforma Project Center to receive the file.

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Select Yes to Continue

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Receive the Pending File Transfer

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Howard selects the “Receive pending File Transfer” task

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Select How to Receive the Incoming File

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Newforma Project Center displays a dialog that allows Howard to select how he is going to receive the file – for this scenario, we will just transfer the file.

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File Received

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View the details about the file transfer by selecting View Form, select the Transferred Files tab to work with the files

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Scenario 2: Step 1 – On Newforma Project Center

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Internal User (Howard Roark) transfers a file to

External User (Peter Keating)

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Transfer a File and Log a Transmittal

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Howard selects a file to transfer and selects to transfer the file and log a transmittal

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Complete the Transmittal Dialog

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Howard completes the transmittal form, specifying Peter as the recipient and entering a remark. The Description of Contents is populated so the files are listed on the transmittal form.

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Select Info Exchange Options

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Howard selects the appropriate Info Exchange options. In this workflow, we will select to allow the user to download selected files.

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Transmittal Form

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Scenario 2: Step 2 – On Info Exchange

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External User (Peter Keating) Receives File

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External User Receives a Notification

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Peter receives an email notification for the file transfer. He get the files quickly by clicking the download link or he logs into Info Exchange to download specific files (see options on slide 16).

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Download Selected Files

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