Workflow: Upload and Publish Documents

Upload and publish documents in various file formats and add template title blocks to PDFs in a single workflow.

After uploading documents to the BIM 360 Document Management module, you will be guided through a publishing process to make your documents visible to other project members. You can also add title blocks to PDFs when you upload and publish, or you can delay that step according to your requirements.

A typical publishing workflow may look something like this:

1. Upload and Publish: There are multiple ways to upload files.
2. Add a Title Block: Use an existing title block or create a new one.
3. View the Publish Log: View the chronological record of publishing process activities by clicking the Publish Log icon in the upper right of the Document Management dashboard.