BIMcollab

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

This article explains what document sets are, their advantages, and how to use them in practice.

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

In document management metadata is a set of structured fields, such as document type, discipline, and status which are saved with each file.

Metadata

This guide walks you through uploading files to the BIMcollab document management, as well as creating placeholders and managing versions.

Upload documents

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 explains how to define metadata within the CDE’s Document Management, ensuring consistent organization and easy retrieval of project information.

How to define document metadata

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

  WebViewer Course                         Example course                          Another course

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