BIM 360: Docs Essential Training

Course details

Explore BIM 360 Docs, the document management and collaboration application for the design, engineering, and construction industry. BIM expert Eric Chappell dives deep into this powerful and intuitive tool set, demonstrating ways to share, view, mark up, and manage drawings, documents, and models. Eric shares how BIM 360 Docs allows access to project information in one location—anytime, anywhere. See how BIM 360 Docs empowers all members of the project team to reduce errors, make more confident decisions, and improve project outcomes.

Topics include:
- Creating a project
- Files and folders
- Sharing and sorting
- Adding custom attributes
- Managing title blocks
- Working with uploaded files
- Viewing and navigating in 2D and 3D
- Transmittals
- Review workflows
- Markup tools
- Working with sets
- The BIM 360 mobile app

Concepts

0. Introduction

01 - Cloud collaboration with BIM 360 Docs
02 - What is BIM 360

1. Setting Up BIM 360 Docs

03 - Adding an account admin
04 - Creating a project
05 - Adding members to a project
06 - Understanding individuals, roles, and companies

2. File and Folder Uploading and Management

07 - About files and folders in BIM 360
08 - Uploading files to BIM 360
09 - Using Desktop Connector
10 - Creating folders
11 - Renaming folders
12 - Moving and copying files
13 - Deleting files and folders
14 - Sharing
15 - Subscribing to folders
16 - Configuring columns
17 - Adding custom attributes
18 - Sorting
19 - Setting folder permissions
20 - Viewing file activity
21 - Searching for files
22 - Uploading PDF documents
23 - Managing title blocks
24 - Downloading a source file
25 - Exporting

3. Working with Uploaded Files

26 - Viewing and navigating in 2D
27 - Working with Minimap
28 - Viewing and navigating in 3D
29 - Using the ViewCube
30 - Viewing a model section
31 - First Person
32 - Using Place Me
33 - Split View mode
34 - Measuring sheets and models
35 - Working with hyperlinks
36 - Working with Microsoft Office files
37 - Properties
38 - Model Browser
39 - Settings

4. Working with Versions

40 - Working with past versions
41 - About markups
42 - Comparing versions
43 - Markup tools

5. Working with Markups

44 - Restoring old versions
45 - Creating and managing markups
46 - Restoring deleted items
47 - Editing markups (including attachments)
48 - Sharing markups

6. Working with Issues

49 - About issues
50 - Creating issues
51 - The issue process
52 - Managing issues

7. Review Workflows

53 - About review workflows
54 - Configuring a review workflow
55 - Submitting files for review
56 - The review process
57 - Managing reviews

8. Working with Sets

58 - About sets
59 - Upload to sets
60 - Adding drawings to a set
61 - Managing sets
62 - Creating a transmittal

9. BIM 360 Mobile App

63 - About the BIM 360 mobile app
64 - Viewing files
65 - Creating markups
66 - Creating issues
67 - Project Home

Conclusion

68 - Next steps