Document Management

Document Management

Manage your projects in one digital library, at your desk or on your mobile.

About this course

Note: please register to access the course content. 

Manage your projects in one digital library, at your desk or on your mobile. Publish, review, markup and approve all project plans, models and documents.

You'll learn how to:

  • Set up your project library 
  • Set permissions for folders, documents, and models
  • Add your construction documents to the system
  • Best practices for document distribution
  • Create and manage issues

To learn how to set up and perform design review workflows, see the Approvals Workflow course

Curriculum

  • Set up
  • Add Members (2:00)
  • Set Permissions (2:23)
  • Set up Project Folders (1:28)
  • Add Documents (2:54)
  • Create Document Sets (2:38)
  • Execution
  • Add Markups (1:37)
  • Create Issues (2:07)
  • Create Transmittals (2:22)
  • Workflow: Document Distribution
  • Document Distribution (3:39)
  • Resources
  • 4 Question Knowledge Check
  • PDF Workflow Guide and Resources
  • Course Feedback

About this course

Note: please register to access the course content. 

Manage your projects in one digital library, at your desk or on your mobile. Publish, review, markup and approve all project plans, models and documents.

You'll learn how to:

  • Set up your project library 
  • Set permissions for folders, documents, and models
  • Add your construction documents to the system
  • Best practices for document distribution
  • Create and manage issues

To learn how to set up and perform design review workflows, see the Approvals Workflow course

Curriculum

  • Set up
  • Add Members (2:00)
  • Set Permissions (2:23)
  • Set up Project Folders (1:28)
  • Add Documents (2:54)
  • Create Document Sets (2:38)
  • Execution
  • Add Markups (1:37)
  • Create Issues (2:07)
  • Create Transmittals (2:22)
  • Workflow: Document Distribution
  • Document Distribution (3:39)
  • Resources
  • 4 Question Knowledge Check
  • PDF Workflow Guide and Resources
  • Course Feedback

Welcome to Autodesk Construction Cloud Learning Center!

Welcome to the new Autodesk Construction Cloud™ Learning Center! If you previously took courses on Learn BIM 360, your courses can be found in the BIM 360 tile on the homepage. We hope you enjoy exploring our new content for all of our Autodesk Construction Cloud™ products.

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