Document sets help organize project documents into flexible collections that can be shared, reviewed, downloaded, and reused across different workflows.
The concept behind Document sets is explained in the Understanding Document sets article, while this article will explain how to work with Document sets in BIMcollab.
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Viewing document sets
The Document sets section lists all available sets in the selected Project (phase).
Click on a set name to open it and view the included documents.
Creating a new set
To add documents to a set, first you need to create a new set.
Click 'Add' in the Document sets section. Give your set a clear name that describes its purpose (e.g., Permit Submission – Phase 1).
Adding a document to a set
Adding a single document to a set
Open the detail page of a document by clicking on the document name.
Click 'Add to document set' icon.
Or go to document sets section to find the 'Add to document set' button.
In the dialog, after selecting the correct document set title, choose:
Always the latest version – the set will always include the most up-to-date version.
Only the current version – only the currently selected version is stored in the set.
Press 'save' to add the document to the chosen set.
Adding multiple documents at once
From the document list page, select multiple documents.
Click Add to document set icon to add them to the set of your choice.
Choose between Always the latest version and Only the current version and press 'Save'. All selected documents would be added to the chosen set.
Download document sets
Document sets can also be downloaded locally, making it possible to share externally or archive the complete bundle of documents.
Collaborating on document sets
Document sets are not only for storing and accessing documents; they also support team communication. In BIMcollab, collaboration happens directly within a document set.
To do's: Add comments, notes, and action points to document sets. Centralize project discussions, track agreements, and assign responsibilities to team members.
Events: Review the activity history of a document set, which displays all actions performed on the set, to get a clear record of changes, additions, and updates for traceability.
Additional Information
Working with Project Phases
If your project uses BIMcollab Phases, your permissions to Document sets, including adding, editing and viewing, will depend on your Workgroup role.
Additionally , documents stored within a project phase can also be added to a Project-level Document set. This makes it possible to create broader document collections that combine documentation from multiple project phases.
Traceability
Document Sets help teams track where documents and document versions are being used throughout a project.
From each document's detail page, BIMcollab shows which Document sets include the current or previous versions. This gives users visibility into where documents are shared or referenced.
