Problem
I need a Shared Folder I can send to clients for them to access Project related files
Solution
Follow these steps to create an InfoExchange shared folder in Newforma:
Open Newforma and Navigate to your Project’s main page
Click on Project Files
In the directory of your choice, Right-click and select New > Folder
Right-click the newly created folder and select Info Exchange > Create Shared Folder
On the next window, open the Synchronization Schedule tab
Select the drop-down menu next to New Time… and click “Four Times a Day”
At the bottom-left, fill in your HLW credentials in this format; hlw\(username)
Your username is your HLW email, sans “@hlw.com” e.g. hlw\csellman
Your password is the same as your HLW email password
Click OK
On the next window, choose your selected Audience. In this example, I’ve selected All Project Team Members.
Keep in mind, even if someone is on the Project Team, this alone will not grant access. The user must also be given authorization by an Admin to access InfoExchange first.
Uncheck the box, “Remove Content From InfoExchange after 14 days”, unless you prefer for contents to be removed after two weeks.
Click OK
For instructions on how to access the Shared Folders, visit this article: Accessing Newforma Shared Folders in InfoExchange