NEWFORMA - ADD CONTACTS

When sending drawings via a transmittal in Newforma there are 2 ways to address it:

• Directly type in email address(es) in the To: box.

• Add them from Newforma's own Contact List by hitting the To: button.

Of course to use Newforma's contact list the contacts must be in Newforma.

ADD CONTACT TO A PROJECT

1. Go to Project Home by click the house icon.

2. Select Project Team.

You can drag and drop contacts from Outlook into the Newforma Project Team pane.

OR

In left menu column select Add Team Members, then From Contacts.

A dialog box will open of contacts.

Tick the contacts you want to add.

You can manually add new contacts by selecting the Add New... button bottom left.

If you choose From Company instead a dialogue box will appear listing companies.

Tick the company or companies you want, then hit Next> button.

Tick the people you want to add to the project.

If you add a new contact a dialogue box will appear:

If the person will be sent transmittals make sure you tick Allow web access to this Project on your Info Exchange server.

(if this is greyed out you need to get an administrator to add the project to the Info Exchange server- then refer to NEWFORMA - ADD CONTACT TO INFO EXCHANGE)

If you right click over a contact there are a whole lot of tasks that can be done, including Remove:

ADD CONTACTS TO GLOBAL LIST