Autodesk Document Management
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Autodesk Document Management - Adding Members to your Project
STEP 1: Open Autodesk BIM 360 website and sign in STEP 2: Select the module selector and click Project Admin STEP 3: Select Add STEP 4: Type in the email address of the member, if the email populates below, pick the member and hit Select on the far right. If the members email does NOT populate below, type in the whole email address and hit TAB on your keyboard. This will turn the email blue and allow you to add it to your project. *You can add multiple people at one time. STEP 6: Once the members have been added, make sure you fill in their company and role. This is where you can also select what modules they should have access to. STEP 7: Once you have added the companies, roles and given access to the modules, you can select Add to Project in the upper right. STEP 8: After you select Add to project, the new members will be sent an email inviting them to the project from Autodesk BIM 360, not the person who added them to the project.
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Autodesk Document Management - Edit or Delete Title Block Template
STEP 1: Open BIM 360 website and sign in STEP 2: Click on the module selector in the upper left and select Document management STEP 3: Select on the plans folder and select the three dots on any folder below plans STEP 4: Select Title Blocks STEP 5: Hover over the title block you want to edit or delete and select the three dots in the upper right of that title block.
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Autodesk Document Management - Subscribe (Email Notifications)
STEP 1: Open Autodesk BIM 360 website and sign in STEP 2: Click the module selector and click Document Management STEP 3: Click on the three dots next to Plans STEP 4: Click on Subscribe STEP 5: Select “This Folder and all subfolders” to get email notifications when there are changes to the folders (slipsheet) STEP 6: Click Subscribe
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Autodesk Document Management - Public Share Setup
*You must be added as a member to a BIM 360 project for the public share option to work *You must be a Project Admin to complete the steps below HOW TO: Open Autodesk BIM 360 website and sign in Select the module selector and click Project Admin (only the BIM Admin on your job will have this option) Select Services on the top task bar Select Document Mangement on the left Select Advanced Settings Turn ON Share documents publicly After the Share documents publicly is turned on, you can now share your project files to external users. Notice, you can update the public expire timeframe for your project. The default is 90 days.
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Autodesk Document Management - Public Share with External Users - Non Members
*You must be added as a member to a BIM 360 project for the public share option to work *You must be a Project Admin to complete the steps below HOW TO: You do not have the ability to share documents that live under the PLANS section to anyone outside of your project member list. This how to guide will walk you through the process of saving files from the PLANS section to the PROJECT FILES section where you can save and share files publicly. First verify if your project has Public Share turned on. You must have Project Admin rights within BIM 360 to turn this feature on or off. To do this follow the steps below: 1. Open Autodesk BIM 360 website and sign in 2. Select Project Admin from your module selector 3. Select Document Management on the left 4. Select Advanced Settings 5. Toggle On Share Documents Publicly This will allow you to follow the steps below to share files externally. How to share documents within BIM360: Open Autodesk BIM 360 website and sign in Select the module selector and click Document Management Open the document folder you want to copy and send to external users Select the top radio box to select all documents Select Export Select if you want to include mark ups and hyperlinks and hit continue Save the downloaded document to your local drive temporarily Create a folder below Project Files under Sub (Shared) e.g., Shared Documents or External Sharing Upload the exported (saved) files to the Share Folder you created in step 8 Once the files have been uploaded, you can click the three dots on the folder and select Share OR you can select the file within the folder that you want to share. Select the drop down and select Share with Public Either enter email addresses for each individual you want to share the file to or select link and send the link via email. *You can change the expiry day on the link by clicking the date and updating the date. Once a file has been shared, you will notice Shared next to version.
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Autodesk Document Management - Version History - Make Drawings Current
HOW TO: STEP 1. Open Autodesk BIM 360 website and sign in STEP 2. Select the module selector and click Document Management STEP 3. Select the drawing folder you need to adjust STEP 4. Find the sheet that needs to be reverted back to an older drawing STEP 5. Select the Version number (e.g. V2, V3) STEP 6. Select Make Current on the older version you need to make the active drawing STEP 7. Select Restore on next pop up After your drawing has been restored, you will see it listed as “Restored by” and your version history will carry the version it was created with. You will need to do this individually, no way to adjust multiple at one time. *If the version you are making current has a set name, that set name will not carry over because it is creating a copy of the drawing and the set is already tied to the original drawing.
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Autodesk Document Management - Understanding Sets
Sets are where you host your drawings revisions and changes (ASI’s, Bulletins, 50% CD’s, 100% CD’s, RFI drawing changes, etc.) It’s recommended that you name sets the same way it’s communicated to you. For Example: 50% CD’s – keep your set name consistent. 2016.02.08_Alto 50% CD’s RFI 00333 - Sketches Sets can be managed before, during or after the drawing upload process, you must have Project Admin access to manage sets. There are three (3) ways you can manage your sets: Option A: Before you upload (Best option) Option B: During the upload (Great option) Option C: After the upload (ok option) *It’s recommended that you create your set before or during your upload process Option A: Add set BEFORE you upload your drawings: STEP 1: Click on Sets within the Document Management tab in BIM 360 STEP 2: Click Manage Sets STEP 3: Click Create New Set Option B: Add set DURING your upload. STEP 1: Click on the folder you want to upload your drawing package to STEP 2: Click Upload Files STEP 3: Find your drawing package from where you saved it last STEP 4: Select Set not assigned in the upper right corner and either create a new set or add it to an existing one. Option C: Create the set AFTER you upload your drawings STEP 1: Click on the folder where the drawings were uploaded to STEP 2: Choose the top box to select all the drawings that didn't have a set assigned to them STEP 3: Select Edit Set Assignment from the top task bar STEP 4: Select Move to New Set or Move to an existing set **ALWAYS check the previous drawing package has a set defined before you import your next round. If you upload a new drawing package, you are unable to add a set to the previous drawing package.
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Autodesk Document Management - Navigating to New Hub (Account) within Autodesk
This guide will walk you through the steps on how to navigate to the new company hub in Autodesk. Step 1: Open Autodesk/BIM 360 website and sign in Step 2: Click the project dropdown in the upper left corner next to the module selector. Step 3. Select Change Account Step 4: From there, select the new Autodesk Hub to navigate too. Step 5: When you navigate to your new hub, you should see the project(s) you are assigned to in your project drop down. If you do not see any projects in the new hub, you have not been added to the project as a member.