company confidential info exchange workflow examples for external users: file transfers company...
DESCRIPTION
Company Confidential Scenario 1: Step 1 – On Info Exchange 3 External User (Peter Keating) Transfers a file to Internal User (Howard Roark)TRANSCRIPT
![Page 1: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/1.jpg)
Company Confidential
Info Exchange Workflow Examples for External
Users:File Transfers
Company Confidential
![Page 2: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/2.jpg)
Company Confidential
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
![Page 3: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/3.jpg)
Company Confidential
Scenario 1: Step 1 – On Info Exchange
3
External User (Peter Keating) Transfers a file to Internal User
(Howard Roark)
![Page 4: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/4.jpg)
Company Confidential
External User Creates File Transfer
4
Peter logs into Newforma Info Exchange. He selects Files and the project then selects Go.
![Page 5: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/5.jpg)
Company Confidential
Complete the File Transfer Form
5
Peter completes the Send a File Transfer form specifying Howard as the recipient, entering remarks and selecting Browse to pick the file to send
![Page 6: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/6.jpg)
Company Confidential
View Outgoing File Transfer Log
6
Peter can see the file was sent out in the File Transfer log in the Outbox view
![Page 7: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/7.jpg)
Company Confidential
Scenario 1: Step 2 – On Newforma Project Center
7
Internal User (Architect – Howard Roark) Receives File
![Page 8: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/8.jpg)
Company Confidential
Internal User Receives Notification
8
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.
![Page 9: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/9.jpg)
Company Confidential
Select Yes to Continue
9
![Page 10: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/10.jpg)
Company Confidential
Receive the Pending File Transfer
10
Howard selects the “Receive pending File Transfer” task
![Page 11: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/11.jpg)
Company Confidential
Select How to Receive the Incoming File
11
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.
![Page 12: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/12.jpg)
Company Confidential
File Received
12
View the details about the file transfer by selecting View Form, select the Transferred Files tab to work with the files
![Page 13: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/13.jpg)
Company Confidential
Scenario 2: Step 1 – On Newforma Project Center
13
Internal User (Howard Roark) transfers a file to
External User (Peter Keating)
![Page 14: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/14.jpg)
Company Confidential
Transfer a File and Log a Transmittal
14
Howard selects a file to transfer and selects to transfer the file and log a transmittal
![Page 15: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/15.jpg)
Company Confidential
Complete the Transmittal Dialog
15
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.
![Page 16: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/16.jpg)
Company Confidential
Select Info Exchange Options
16
Howard selects the appropriate Info Exchange options. In this workflow, we will select to allow the user to download selected files.
![Page 17: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/17.jpg)
Company Confidential
Transmittal Form
17
![Page 18: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/18.jpg)
Company Confidential
Scenario 2: Step 2 – On Info Exchange
18
External User (Peter Keating) Receives File
![Page 19: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/19.jpg)
Company Confidential
External User Receives a Notification
19
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).
![Page 20: Company Confidential Info Exchange Workflow Examples for External Users: File Transfers Company Confidential](https://reader033.vdocument.in/reader033/viewer/2022052607/5a4d1b5b7f8b9ab0599ab04d/html5/thumbnails/20.jpg)
Company Confidential
Download Selected Files
20