Documents module

Documents module

You can find the documents module by going to "My projects", selecting a phase or a project and selecting the "documents" option from the left bar.

All types of files can be classified and stored in this module. The system has extensive version management where the different versions of one document are stacked. For each file, a record is kept of what happened to the file and who viewed it and when. All documents are linked to the spatial structure of the building, so that relevant documents can be searched per building, floor, room or even building element. BIMcollab Twin therefore offers a full-fledged Document Management System (DMS) for your projects.

This article describes the legacy way of showing the document list. In the latest version of BIMcollab Twin a new way of showing the document list is introduced.
The space administrator can make a change in the user roles so users can use the new method. You can read all about this here: Customizing columns in a document list and using filters

Sections of the document module

Documents module is divided into a few sections: Menu (1), Document type (2) and Spatial structure (3).
The menu (1) provides a few functionalities and filters within your documents. Document type (3) is available to give quick access to your desired documents. The structure of the project phase is also visible under the spatial structure (2) , with the plots, buildings and floors to which documents can be linked. 

Costumizing the document list

You have the ability to tailor your document list in several ways:

1. Document search: Using the search field to pinpoint a specific document 
2. Activate or deactivate 'Only show documents for this project phase'. 
3. Create filters: Applying filters to refine the list to see your desired documents

Document details

By clicking on the blue document number, the document details are displayed. A document number is more than just a file. Under the document number, all document details, the different versions of the file, any attachments, all communications and an action history are kept. The details are divided into a number of tabs:
  1. Document: this contains the data that the document received when uploading.
  2. Versions: all versions of the file are listed here and can be downloaded. See version history for more details.
  3. Attachments: all attachments that belong to this file can be found under this tab.
  4. Links: documents within the same phase can be linked to each other. Linked documents are easy to find and download together.
  5. Document sets: the document sets that contain a version of this document. See document sets for more details.
  6. Communication: notes, questions and action points can be made with a drawing that are always saved, even if the drawing is changed.
  7. Workflows: workflows that are connected to that document would be visible here. Read more about workflows in BIMcollab Twin.
  8. Events: everything that was done with the file by whom and when is listed chronologically.

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