WHAT IS IT:

Guide to walk through how to add documents to an issue that you created or have been assigned to.

HOW TO for CHECKLISTS:

STEP 1: Open the Autodesk website and find the correct project

STEP 2: Select Document Management

STEP 3: Under Project Files

    a:Find the folder where the document needs to go

    b: Select Upload Files or drag and drop the file into the correct folder

NEXT:

STEP 2: Select Field Management  

STEP 3: Select the Checklists tab

STEP 4: Select the checklist you need to add an attachment/document to

*You can upload a document to a specific item within the checklist or you can add a document to the overall checklist.

STEP 6: Select the document you uploaded into BIM 360

STEP 7: Hit Select

*You will notice the attachment within the specific item

STEP 8: To upload to the overall checklist, select Add Documents under the Checklist Instance Details on the right (select the blue i in the right corner of the checklist if you don’t see Checklist Instance Details)

STEP 9: Find the document in the folder you uploaded it to. Note – you DO NOT have the option to upload from your desktop here, all files need to be in BIM 360 if adding to the overall checklist

STEP 10: Hit Select

*You will notice the attachment on the right. Continue to follow the steps above to add more documents to your checklist