Client Needs to Upload Files To Our Project

Problem

Solution

Follow these steps to create an InfoExchange shared folder in Newforma:

1. Open Newforma and Navigate to your Project’s main page

2. Click on Project Files

3. In the directory of your choice, Right-click and select New > Folder

4. Right-click the newly created folder and select Info Exchange > Create Shared Folder

   Open

   

    

5. On the next window, open the Synchronization Schedule tab

6. Select the drop-down menu next to New Time… and click “Four Times a Day”

   Open

   

    

7. At the bottom-left, fill in your HLW credentials in this format; hlw\(username)

   1. Your username is your HLW email, sans “@hlw.com” e.g. hlw\csellman

   2. Your password is the same as your HLW email password

8. Click OK

9. On the next window, choose your Audience. In this example, I’ve selected All Project Team Members.

   1. 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.

10. Uncheck the box, “Remove Content From InfoExchange after 14 days”, unless you prefer for contents to be removed after two weeks.

     

11. Click OK

12. For instructions on how to access the Shared Folders, visit this article: Accessing Newforma Shared Folders in InfoExchange

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