Workflow: Document Management

In Document Management, document managers can upload and publish documents, and manage document versions and permissions. Project members can review and compare documents, and create issues, and markups.

1. Upload and Publish Documents

   Upload documents, create title blocks, organize documents into sets, and then publish documents for viewing by project members.

2. View Documents

   Use the Viewer toolbar to work with split views, control orientations, section 3D models and view object properties. Alternatively, quickly find and preview documents using the thumbnail view.

   You can also measure distances, angles and areas, and add links to other documents.

3. Compare Document Versions

   Compare 2D drawings and 3D model versions side-by-side or overlayed.

4. Markup Documents

   Add markups to annotate your documents using a variety of drawing tools. Create private markups, or publish markups to share with project members.

5. Create Issues

   Create, assign, track and close issues at the document or project level.

6. Complete Document Reviews

   Send groups of documents for review and approval.

   In the Project Admin module, project administrators can create approval workflows to specify the steps, team members, and approval statuses used.