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" tab from the top 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.

Alert
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 Project structure (3).
The Menu (1) provides a few functionalities and filters within your documents. Document type (2) is available to give quick access to your desired documents by making a distinction between the several types of documents. The structure of the project phase is also visible under the Project structure (3), with the plots, buildings and stories to which documents can be linked. 



BIMcollab Twin allows you to place your documents in specific categories that can be accessed from the Menu (1):
  1. Confidential Documents: Restricted access documents for specific user roles like, for example, owners and management. Document types a document can be assigned to in Confidential category are Contracts, Financial, Legal, Miscellaneous. 
  2. Archived Documents: Inactive documents kept for record but not shown in active document lists.
  3. Document Sets: Bundles of documents grouped together for specific purposes, for example, permit applications.
  4. Work Packages: Special folders with documents visible only to specified user groups.
  5. Audit Rounds: Documents that are currently active in the audit round of a workflows, visible based on user role.

In the BIMcollab Twin environment, below are the document types (2) and what they could refer to:
  1. Document - items like notes and reports concerning the project could be placed here in PDF or any other format.
  2. Documentation - documentation, warranties, and manuals associated with specific building elements could be set as documentation in the project
  3. Model - OpenBIM and native model formats can be uploaded under this category e.g. Revit, IFC, Sketch-up, etc.
  4. Drawing - Design layouts, sections, and schematics in formats like PDF and .dwg files could be set to this document type.
  5. Image - All visual material relevant to the project can uploaded with this tag.

Customizing the document list

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

1. Document search: Use the search field to find a specific document.
2. Project phase filter: By turning this button on/off you will active/deactivate a filter that will only show documents for the selected project phase. 
3. Custom filters: Create and apply custom filters to refine the list to see only the required documents.




To know more about document details refer to this article: Document details


    • Related Articles

    • Preview, annotate, and collaborate on documents in BIMcollab Twin

      BIMcollab Twin facilitates document management and communication, by allowing team members to upload any file types, and preview these three file types in the application: images, PDFs, and DWG files. This guide provides quick steps for previewing ...

    • To do module

      The To do's module hosts communication across all items on BIMcollab Twin. All communication on the project is collected in this module. To do on BIMcollab Twin is public and visible for all parties involved who have access to the project. Everyone ...

    • Download documents

      This article provides a quick guide on downloading and accessing documents in BIMcollab Twin. Start by finding the documents you need. In the navigation menu (top left corner) you can choose the project or project phase you want to see documents ...

    • Approve documents

      In BIMcollab Twin, document approval is part of the document management process. Documents can be approved (listed in the Published Documents tab) in one of two ways, depending on whether the document is part of a workflow: If not part of a workflow: ...

    • Upload documents

      At the top right of the screen is the button for adding (1) documents to a project phase. The path in the navigation menu (2) determines the space, location, project or project phase where the documents will be placed. Thus, it will be necessary to ...