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Learning Path Courses:

  • File Sharing Using Info Exchange

    This course is designed for Project Center Users who want to share files using Info Exchange.

    The material presented in this course helps you gain an understanding of the following topics:
    How to create a File Transfer using Info Exchange
    How to view the transfer in Newforma Project Center
    How to modify the transfer

    Approximate Duration: 30 minutes

  • Shared Files

    This course is designed for Project Center users who would like to learn about NPC Shared Folders.

    The material presented in this course helps you gain an understanding of the following topics:
    How to create a Shared Folder
    When to use a Shared Folder
    How to modify Shared Folder options

    Approximate Duration: 30 minutes

  • File Sharing through the Cloud (for Cloud Customers Only)

    This course is designed for Project Center users who are using Newforma Cloud. This course is optional for non-Newforma cloud users.

    The material presented in this course helps you gain an understanding of the following topics:
    How to create a Shared Folder using Newforma Cloud
    How to create a Shared File using Newforma Cloud
    How to modify permissions and revoke access

    Approximate Duration: 30 minutes

  • Advanced Mark Up Tool using the Newforma Viewer

    THis course is designed for Project Center users who have completed the Newforma Viewer Basics course or have a basic working knowledge of Newforma Viewer.

    The material presented in this course helps you gain an understanding of the following topics:
    How to use advanced pan and zoom tools.
    How to use advanced line and text tools
    How to add image files to mark-ups
    How to use the stamp tool
    How to apply measurements

    Approximate Duration: 30 minutes

  • Document Sets

    This course is designed for internal users of Project Center.

    The material presented in this course helps you gain an understanding of the following topics:
    What Document Sets do and when you use them
    How to create Document Sets
    How to manage live folders in Document Sets
    How to create and manage sub-sets in Document Sets
    How to view Document Sets on Info Exchange as an internal user
    How to share files from Document Sets
    How to create files from Document Sets
    How to create Image Galleries to show on Info Exchange from Document Sets

    Approximate Duration: 45 minutes

  • File and Find Project Related Email

    This course is designed for internal users of Project Center who would like to learn more advanced features of working with emails.

    The material presented in this course helps you gain an understanding of the following topics:
    Turn on/off auto preview and preview pane
    View conversation
    File an email to another project from Outlook or from the Project Email Activity Center
    Associate an email to an action item from Outlook or from the Project Email Activity Center.

    Approximate Duration: 30 minutes

  • Working with EDMS files in Project Center

    This course is designed for Project Center users who would like to learn more about working with EDMS files.

    The material presented in this course helps you gain an understanding of the following topics:
    How to navigate to EDMS files
    How to use EDMS tasks
    How to send EDMS files via Info Exchange
    How to search and view EDMS files
    How to check in and check out EMDS files

    Approximate Duration: 30 minutes

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