Visual Workflow: Set Up BIM Collaborate Pro

Note: This visual workflow is intended for Revit Workflows. Many of the initial steps also apply to Civil 3D workflows, but the primary focus is for Revit users. Refer to the Get Started with BIM Collaborate Pro and Collaboration for Civil 3D topics for help setting up Civil 3D workflows.

Users of BIM Collaborate Pro have many ways to work together and share data. Depending on the preferences of your team, there are different steps required to set up BIM Collaborate Pro for your project. The workflow map below outlines the different steps required to complete this setup for users of Revit 2018.3 or later.

Your team isn't limited to any one way of working. Rather, the swimlanes in the workflow indicate the steps needed to set up a particular way of working.

Tip: Click a step in the workflow to learn more about it. Hover over a box to see more information.
Note:
  1. Required steps are shown with solid lines.
  2. Steps with one or more choices available are shown with dashed lines.
  3. Swimlanes marked with dashed vertical lines can't be crossed, except where an arrow is drawn across the swimlanes.

We work with external partners
We work with exter...
We only work with internal employees
We only work with...
Add employees & partners to project
Add employees & pa...
Add employees to project
Add employees to p...
We don't collaborate on cloud models
We don't collabora...
We collaborate on cloud models
We collaborate on...
We use live linking
We use live linking
We use managed sharing
We use managed sha...
We don't use live linking or managed sharing
We don't use live...
Add teams & team members
Add teams & team m...
Upload to Docs
Upload to Docs
Teams share packages
Teams share packag...
We want models to update after sharing
We want models to...
We want models to update after consuming
We want models to...
Link to consumed folder
Link to consumed f...
Link to shared folder
Link to shared fol...
Link to folder containing model
Link to folder con...
Link using Desktop Connector
Link using Desktop...
Setup complete
Setup complete
Set up folders in Docs
Set up folders in Docs
Provide access to Revit Cloud Worksharing
Provide access to Revit Cloud Worksharing
Initiate Cloud Worksharing in Revit
Initiate Cloud Worksharing in Revit
Give access to Design Collaboration
Give access to Des...
= Required
= Required
= Choice
= Choice
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