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Docs

Autodesk Tandem enables the upload and attachment of files to assets within a facility.

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Docs Menu

After navigating to the Tandem facility, locate and click the Docs icon on the left side menu. Choose the + Add Documents option from the available menu. The Add Link dialogue box displays two upload options, either, direct File Upload or Autodesk Docs. Note the list of supported file types pictured.

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Select one or multiple documents and click add.

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The files can now be seen as a list of documents in the Tandem facility Docs menu.

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Click the glyph menu to:

  • Update Version – if a document on Autodesk Docs is updated and has also been uploaded into Tandem, users can click this to update to the latest version on Docs. If it is greyed out, then the most current version is what’s uploaded.
  • Relink – After a facility is transferred to another account, users can relink the file to a location on their Autodesk Docs account or directly upload a copy of the document.
  • Delete – to delete a file.

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Properties Panel

Assigning Documents to a Specific Asset:

Note :Before proceeding with this step, make sure that the element has been classified with a classification that has a Link parameter associated.

Navigate to and select the specific asset you want to assign documents to. Look for the link parameter and click on the cog icon. From the Add link dialogue box, select:

  • Facility Documents where users can choose from a list of documents that have already been added to the Tandem facility via the Docs menu
  • File Upload to direct upload from local storage
  • Autodesk Docs to select the documents storage in this product
  • External Links where users can add a URL to a file if the files live in third-party file storage solution.

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Once the documents have been selected, they will appear in the Selections box; click Update.

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The selected documents will appear in the link parameter. Each document link is independent of each other.

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Viewing, Managing, and Deleting Attached Documents:

Depending on the file type, users can either download the file or view it in a PDF reader. To update the current selection of attached documents, click the cog to open the Edit Documents window and then click the X to remove unwanted document, or documents as previously described. Then click update.

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Handling Versioning and Deletion:

If the document is versioned in Docs, updates made in Docs will be recognized in Tandem, but will require a manual trigger to update attached documents in Tandem. However, if the document is deleted in Docs, the latest version will persist inside Tandem.

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