BIM 360: Docs Essential Training

Introduction

• Cloud collaboration with BIM 360 Docs
• What is BIM 360?

1. Setting Up BIM 360 Docs

• Adding an account admin
• Creating a project
• Adding members to a project
• Understanding individuals, roles, and companies

2. File and Folder Uploading and Management

• About files and folders in BIM 360
• Uploading files to BIM 360
• Using Desktop Connector
• Creating folders
• Renaming folders
• Moving and copying files
• Deleting files and folders
• Sharing
• Subscribing to folders
• Configuring columns
• Adding custom attributes
• Sorting
• Setting folder permissions
• Viewing file activity
• Searching for files
• Uploading PDF documents
• Managing title blocks
• Downloading a source file
• Exporting

3. Working with Uploaded Files

• Viewing and navigating in 2D
• Working with Minimap
• Viewing and navigating in 3D
• Using the ViewCube
• Viewing a model section
• First Person
• Using Place Me
• Split View mode
• Measuring sheets and models
• Working with hyperlinks
• Working with Microsoft Office files
• Properties
• Model Browser
• Settings

4. Working with Versions

• Working with past versions
• About markups
• Comparing versions
• Markup tools

5. Working with Markups

• Restoring old versions
• Creating and managing markups
• Restoring deleted items
• Editing markups (including attachments)
• Sharing markups

6. Working with Issues

• About issues
• Creating issues
• The issue process
• Managing issues

7. Review Workflows

• About review workflows
• Configuring a review workflow
• Submitting files for review
• The review process
• Managing reviews

8. Working with Sets

• About sets
• Upload to sets
• Adding drawings to a set
• Managing sets
• Creating a transmittal

9. BIM 360 Mobile App

• About the BIM 360 mobile app
• Viewing files
• Creating markups
• Creating issues
• Project Home

Conclusion

• Next steps