Welcome to Newforma Konekt Help

Sharing Center

1

Sharing Center Overview

Sharing Center Overview

General

5

Malware scan for documents uploaded to Newforma Konekt

Convert Excel files to CSV files

Aggregate Search Overview

Document viewer

Aggregate Search Overview

Convert Excel files to CSV files

Document viewer

Malware scan for documents uploaded to Newforma Konekt

Getting Started

24

Account Management

Profile & Notifications

Data Backup and Recovery

Data Residency and Hosting Regions

My account is locked

Register for the Newforma Konekt Customer Community

Contacting Newforma Konekt Support

Access Rights Management

Accessing Newforma Konekt Academy

Best Practices for Implementing a Newforma Konekt Project

Change Language

Hubs & Projects

35

Manage Users in a Hub

Ajouter/modifier l'avatar d'un hub

Add/Change the Hub Logo

Import/Export a User List

User management

Add/Change the Hub Logo

Adding internal domains to the Hub settings for email whitelisting

Ajouter/modifier l'avatar d'un hub

Automated Tasks

Batch Assign Users to a Project

Issues

21

Issue Management

Manage Viewpoints – Issues page

Gérer les pièces jointes - page Questions

Manage attachments — Issues Page

Export/Import Issues as BCF Files

About Issue Details

About Issue Details

About Issue Fields

About Punch Lists

Add Comments - Issues Page

Change Management

20

Supplemental Instructions (SI)

Proposal Requests (PR)

Change Proposals (CP)

Construction Change Directives (CCD)

Proposal Requests Overview

Manage the CP Workflow

Manage the PR Workflow

Change Proposal Overview

View & Edit a Proposal Request

Change Proposal Overview

Construction Change Directive Overview

Create or Log a CCD

Create or Log a CP

Create or Log a PR

RFIs & Submittals

21

Reopen a Submittal

Receive a Pending RFI

Receive a Pending Submittal

Create or Log an RFI

Submittal Management Overview

Close a Submittal Manually

Close an RFI Manually

Create or Log a Submittal

Create or Log an RFI

Delete a Submittal

Emails

7

Email Management

Email Management Overview

Vue d'ensemble de la gestion des courriels

Deleting filed emails from a project

Batch email change notification for users

Download and View Project Email Messages and Attachments

Batch email change notification for users

Deleting filed emails from a project

Download and View Project Email Messages and Attachments

Edit Project Email Settings

Email Management Overview

File Manager

7

File Management

Add and Manage an Autodesk Docs Data Source

Create and Manage Folders in the File Manager (Beta)

Upload Files to the File Manager

Manage Files in the File Manager

File Manager Overview

About Data Sources

Add and Manage a SharePoint Data Source

Add and Manage an Autodesk Docs Data Source

Create and Manage Folders in the File Manager (Beta)

File Manager Overview

Document Control

6

Document Management

Document Control Overview

Document Control Sharing and Issuance

Import and Manage Document Control Metadata

Add and Manage Files in Document Control

Ajouter et gérer les fichiers dans le module de Contrôle des documents

Add and Manage Files in Document Control

Ajouter et gérer les fichiers dans le module de Contrôle des documents

Bulk updating metadata in Document control

Document Control Overview

Document Control Sharing and Issuance

2D/3D Viewer

54

NextGen Viewer (Beta)

Create and Manage Saved Views

Create and Manage File Sets - NextGen Viewer (Beta)

Upload and display models (Unconnected viewer experience) - NextGen Viewer (Beta)

Upload and Display Sheets (Unconnected viewer experience) - NextGen Viewer (Beta)

Importer, retirer et visualiser des feuilles dans une expérience connectée - Visionneuse NextGen (Beta)

About the Toolbar - NextGen Viewer (Beta)

Add Attachments - NextGen Viewer (Beta)

Add Model Folders

Add Sheet Folders

Metrics & Reports

7

Create a Report Template

Using Newforma Konekt Metrics as a Project Manager

Best Practices for Monitoring Issue Resolution Progress

Metrics Overview

Best Practices for Monitoring Issue Resolution Progress

Create a Report Template

Metrics Overview

Reports Overview

Mobile App

20

Files Manager on mobile

Getting Started with Newforma Konekt Mobile

Issue Management on Mobile

RFI & Submittal Management on Mobile

Email Management on Mobile

Mobile Viewer (Beta)

View in Model – Mobile App

View Project Files on Mobile

Edit an Issue on Mobile

Share files and folders in File manager on Mobile

Use the joystick in the mobile viewer

Create an Issue on Mobile

Create/Localize an Issue - Mobile Viewer

Edit a Submittal on Mobile

Edit an Issue in Offline Mode

Edit an Issue on Mobile

Add-ins

67

Getting Started with Add-ins

Common Features

Tekla Structures

File Emails From Outlook to Newforma Konekt

Classer des courriels Outlook dans Newforma Konekt

Modifier les paramètres de l'add-in Outlook

File an Email as an Issue from Outlook

Classer un courriel comme une question depuis Outlook

About Newforma Konekt's Add-ins

Add Attachments - Add-ins

Add-ins Features

Archive an Issue - Add-ins

Archiver une question - Add-ins

Integrations & API

41

File server connector

Getting Started with Integrations

More Integrations

Activer l’accès unifié aux projets

Enable Unified Project Access

Updating user permissions and re-syncing Procore items

Newforma Konekt’s file server connector

Pre-deployment guide and FAQ

Activer l’accès unifié aux projets

AVEVA E3D Design Integration with Newforma Konekt

BIMoffice Integration with Newforma Konekt

Release Notes

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Nouveautés et améliorations de Newforma Konekt 2024

New and Improved Features in Newforma Konekt 2024

December 11, 2023 Release

November 27, 2023 Release - Newforma Konekt Mobile

May 10, 2021 Release

April 11, 2022 Release - Newforma Konekt Mobile

April 19, 2021 Release

April 2, 2023 Release (v1.99)

April 24, 2023 Release (v1.100)

August 15, 2022 Release (v1.88)