- Set up
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Add Members (2:00)
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Set Permissions (2:23)
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Set up Project Folders (1:28)
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Add Documents (2:54)
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Create Document Sets (2:38)
- Execution
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Add Markups (1:37)
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Create Issues (2:07)
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Create Transmittals (2:22)
- Workflow: Document Distribution
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Document Distribution (3:39)
- Resources
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4 Question Knowledge Check
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PDF Workflow Guide and Resources
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Course Feedback
Document Management
Manage your projects in one digital library, at your desk or on your mobile.
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
- Best practices for document distribution
- Create and manage issues
To learn how to set up and perform design review workflows, see the Approvals Workflow course.
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