Share files in Forma Data Management

In this video, you will learn how to share project files through transmittals, create structured review workflows, and submit files for review to support collaboration and document control throughout the project lifecycle.

After completing this video, you’ll be able to:

  • Share files through transmittals.
  • Create review workflows.
  • Submit files for review.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Video quiz

What step should be taken before sending a file for review?

(Select one)
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