BIMcollab

Document management

This guide introduces the different options on how you can further define your BIMcollab space as a CDE.

BIMcollab CDE customization for Admins

BIMcollab organizes document management projects using spatial, project, and user structures, making collaboration clear and efficient.

BIMcollab CDE organization: spatial, project & user structures

Learn about tabs available for Document management.

Document management tabs

Add spatial structure elements of your projects to a visual map.

How to add a structure to a map

Learn how to create and manage project phases in BIMcollab's.

Managing Project Phases

This article explains how to use the WebViewer for document management and as a 3D and 2D project reference.

Using the BIMcollab WebViewer for Document management

Learn how to import and view data from BIMcollab's document management in Power BI.

Power BI Connector for document management

This article explains how to delete metadata values and outlines important considerations to keep your metadata consistent.

Delete metadata

Legacy features of BIMcollab Twin

Set up a spatial structure in BIMcollab using Locations and Location Groups to organize, navigate, and manage project documents efficiently.

Locations and Location groups

Introductory and foundational information

Get Started with Document management

Documents

Overview of how to access your project's documents.

Documents tab

Customizing columns in a document list and using filters

Document Details page offers comprehensive metadata, version history, attachments, links, and workflow information for each document.

Document details

Read about the importance of document naming in BIMcollab and recommendations for best practices to ensure clear version control.

Document name

Supported files for Document management

Document basics

Learn how to set up a document naming convention for a structured, cosistent upload and organization of your project documents.

Documents naming convention

Understand how you can approve documents according to the ISO 19650 standard in BIMcollab.

Document state workflow

Learn how Document sets organize documents into collections and smart folder with BIMcollab Document management.

Understanding Document sets

Learn how to create, collaborate on, and download Document sets in BIMcollab Document Management.

Working with Document sets

Confidential documents in the CDE’s Document management are restricted files used for sensitive information, ensuring that only authorized team members can access them.

Confidential documents

Use this option in the Document Management functionalities of the CDE, to freeze documents to prevent any further document changes.

Freeze documents

How documents can be approved and listed in the Published document state.

Approve documents

How to set up and use work packages to group your documents and control access.

Work package codes and work packages

The use of 'Regular Expressions' aka RegEx

Manage documents

Learn what document metadata is in BIMcollab, which metadata fields you may encounter when uploading or editing documents, and what each field means.

Document metadata types and usage

This guide walks you through uploading files to the BIMcollab document management in the Default upload setting.

Upload documents

The advanced document upload setting requires adding metadata before uploading documents. This article explains how to upload documents, complete required metadata, and finalize uploads.

Advanced upload document setting

Upload mutiple documents at the same time by using an Excel upload list which auto-fills details, ensure consistency, and avoids typos.

Upload list

Use placeholders in BIMcollab to predefine document info and upload files later, either manually or in bulk with an upload list.

Document Placeholders

This article describes how version history feature tracks all versions of a document under a consistent document number.

Version history

This article provides a quick guide on downloading and accessing documents.

Download documents

Events feature provides a detailed log of all actions taken on a document, which ensures traceability throughout the document's lifecycle.

Document events

How to use the built-in document viewer in BIMcollab.

Preview, annotate, and collaborate on documents in BIMcollab

How to add additional media or content to your documents using attachments.

Document attachments

Learn about the different ways you can attach or link information to your documents in BIMcollab.

Document associations

Linked documents

This article explains how to delete delete documents that are no longer needed, and what to consider before deleting it.

Delete a document

How to associate documents with model components and access them directly from the BIMcollab WebViewer.

Attach documents to 3D model elements

Working with documents

Discover how to set up Workflows in BIMcollab to automate reviews, approvals and notifications when working with documents.

Managing document Workflows in BIMcollab

Workflows can be viewed by users in the Workflow feature. This article describes everything related to workflows from the user side.

View active workflows as a user

This guide explains accessing and handling Audit tasks created by Workflows for the purpose of document reviewing.

Audit tasks

Lear how Review tasks in BIMcollab are auto-created, assigned and managed, for document approval and review.

Review tasks

Learn about creating and adding stamps to documents.

Create stamps

Workflows

The To do's tab centralizes communication for document management, making tasks, questions, notes, and revisions visible to all users.

To do tab

Create and manage notes, tasks, and questions for general or item-specific communication within your project.

Adding communication for document management

In CDE's Document management, you can manage communication by tracking, replying to, and approving Questions and Tasks through status changes.

Understanding communication statuses and actions

Document Revisions in BIMcollab allow you to assign, track, and freeze files during updates - keeping versions clear and controlled.

Document Revisions

Creating and handling communication items

Communication

  WebViewer Course                         Example course                          Another course

About us

Sobre

Site

Website

À propos

Site web

Über uns

Sobre nós

Over

Policy & terms

Política e termos

Loja virtual

Webshop

Politique et conditions générales

Boutique en ligne

Richtlinien und Bedingungen

Beleid en voorwaarden

Developers

Desenvolvedores

Eventos

Evenementen

Développeurs

Événements

Entwickler

Veranstaltungen

Events

Ontwikkelaars

Company

Resources

Downloads

Academy

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.