Document Management

Document Management

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.

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

Curriculum

  • Set up
  • Add Members (2:00)
  • Set Permissions (1:48)
  • Set up Project Folders (1:28)
  • Add Documents (2:54)
  • Execution
  • Add Markups (1:01)
  • Create Issues (0:54)
  • Workflow: Document Distribution
  • Document Distribution (3:39)
  • 4 Question Knowledge Check
  • Resources

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

Curriculum

  • Set up
  • Add Members (2:00)
  • Set Permissions (1:48)
  • Set up Project Folders (1:28)
  • Add Documents (2:54)
  • Execution
  • Add Markups (1:01)
  • Create Issues (0:54)
  • Workflow: Document Distribution
  • Document Distribution (3:39)
  • 4 Question Knowledge Check
  • Resources