Document Management

Document Management

Manage your projects in one digital library, at your desk or on your mobile.

About this course

Note: please register to access the course content. 

Manage your projects in one digital library, at your desk or on your mobile. Publish, review, markup and approve all project plans, models and documents.

You'll learn how to:

  • Set up your project library 
  • Set permissions for folders, documents, and models
  • Add your construction documents to the system
  • Perform design review workflows
  • Best practices for document distribution

To learn how to set up and perform design review workflows, see the Approvals Workflow course

Curriculum

  • Set up
  • Add Members (2:00)
  • Set Permissions (2:23)
  • Set up Project Folders (1:28)
  • Add Documents (2:54)
  • Create Document Sets (2:38)
  • Execution
  • Add Markups (1:01)
  • Create Issues (2:07)
  • Workflow: Document Distribution
  • Document Distribution (3:39)
  • Resources
  • 4 Question Knowledge Check
  • Workflow Guide and links
  • Course Feedback

About this course

Note: please register to access the course content. 

Manage your projects in one digital library, at your desk or on your mobile. Publish, review, markup and approve all project plans, models and documents.

You'll learn how to:

  • Set up your project library 
  • Set permissions for folders, documents, and models
  • Add your construction documents to the system
  • Perform design review workflows
  • Best practices for document distribution

To learn how to set up and perform design review workflows, see the Approvals Workflow course

Curriculum

  • Set up
  • Add Members (2:00)
  • Set Permissions (2:23)
  • Set up Project Folders (1:28)
  • Add Documents (2:54)
  • Create Document Sets (2:38)
  • Execution
  • Add Markups (1:01)
  • Create Issues (2:07)
  • Workflow: Document Distribution
  • Document Distribution (3:39)
  • Resources
  • 4 Question Knowledge Check
  • Workflow Guide and links
  • Course Feedback

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