Embedded Files
These instructions are to create an email transmittal that provides links to the Newforma Info Exchange where the documents, and a PDF transmittal, can be downloaded.
This is the preferred method of issuing documents as it records when documents are downloaded by recipients.
All based on Newforma version 11.
Open Newforma.
Go to the project you want to issue documents for.
Either click on Home, then Info Exchange:
or
Select Info Exchange from the Activities list:
Click Create File Transfer from the Tasks panel on left:
In next dialog box select that you want to record a Project Transmittal:
The transmittal form opens.
Select recipients from Newforma contact list,
If any recipient is not in Newforma type their email address in manually,
Put something in the subject line (mandatory).
Select Associated Files tab, select Include Files From and then Record Documents:
(if you created a package select Record Document Packages)
Select the files you want to include by ticking them:
Go to the Description of Contents tab. The documents you selected should be listed.
(note the columns may not necessary represent what will appear on the transmittal form - it depends on the transmittal template used)
Go to the Remarks tab and write any remarks - reason for issue, changes made, status, etc.
Then hit Create and Transfer
A dialog box will appear asking questions about File Transfer Options.
Change as required.
(note it is helpful to others if you allow anyone from a company to access documents)
Done!
This is what gets sent via email (using Newforma version 11):
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