Review and Markup Files in BIM 360 Docs (5:10 min)

00:01

PRESENTER: Starting on our project home screen,

00:04

we will navigate to document management module again.

00:09

Once on the document management module,

00:10

we will select the PDF number

00:17

Once this file is open, we will then

00:20

start to investigate the markup tools that

00:23

are available inside BIM360.

00:26

Our markup tools are located over here

00:28

on the right side of our screen.

00:32

We're able to easily communicate with our design team

00:36

by adding the information directly

00:37

to the PDFs that were saved up into the BIM360 portal.

00:43

The markup tools are also available in the project files

00:47

folders for any documents that you may have uploaded there.

00:52

So what we're doing here is we've created

00:54

a markup in our drawing.

00:55

And we've set that markup to public so everyone that

00:59

is part of the project can see the markets that

01:01

have been created for this particular sheet.

01:04

We can go over to our markups tab

01:06

and change that status if we so desire.

01:10

And now we're included in another markup.

01:12

And this time, the text that we're going to put in we're

01:15

going to rotate and show you that we have a variety of tools

01:19

and a variety of ways to format the information or the markups

01:23

that we're adding to our documents.

01:34

And once we've created our markup and saved it,

01:36

we can then come back to any of the markups

01:39

that we've created in the past and edit those.

01:42

You see that BIM360 then moves the focus to the markup

01:49

that we've chosen to edit, and all of the tools

01:51

become available to us for markups.

01:55

There are a number of tools at the bottom of the BIM360 window

01:58

that give us access to controlling

01:59

the way the document displays in our browser,

02:03

as well as full control over the layers

02:05

that were published through Civil 3D.

02:14

We now move down the list on the left hand side to our issues.

02:19

We can create an issue around a specific area

02:22

or mark the issue location inside the documents in BIM360.

02:29

Once we have marked the issue, we

02:31

are given the opportunity to provide

02:33

some additional information about that issue,

02:35

as well as assigning the issue to a specific individual

02:39

in our BIM360 project and assign a due date

02:44

for that specific issue.

02:47

We are given the opportunity to provide

02:49

some additional information via a description

02:52

and a root cause for this issue as being displayed.

02:57

As previously mentioned, when you

02:58

upload a new version of your PDF to the BIM360 environment,

03:02

you are not overwriting or losing

03:05

your previous documentation, but merely adding a new version

03:08

of that particular file.

03:10

This gives you the ability to revert back

03:13

or to compare those documents as we showed earlier.

03:17

Now we'll migrate back to the insights module

03:20

to take a look at our home dashboard

03:23

to find out about any issues or any information

03:25

about our project that is important to us.

03:33

We will now migrate back over into the document management

03:37

module, and we will take a look at our version and control,

03:40

understanding that we have the ability

03:42

to go back to a previous version of a document

03:46

that we have saved up into the BIM360 portal.

03:49

This gives us the opportunity to restore a document that

03:54

may have been removed by mistake or revert back

03:58

to a document due to a change in our project design.

04:02

Also know that you have access to a trash

04:05

facility inside BIM360 so your documentation is never deleted

04:10

permanently from your project.

04:12

You do have access to go back to those particular files

04:15

that you have removed.

04:17

As you can see here, I am going to revert back

04:19

to the first version of this particular drawing,

04:24

because it is the one that was showing the profile of you

04:27

as we intended it to be shown.

Video transcript

00:01

PRESENTER: Starting on our project home screen,

00:04

we will navigate to document management module again.

00:09

Once on the document management module,

00:10

we will select the PDF number

00:17

Once this file is open, we will then

00:20

start to investigate the markup tools that

00:23

are available inside BIM360.

00:26

Our markup tools are located over here

00:28

on the right side of our screen.

00:32

We're able to easily communicate with our design team

00:36

by adding the information directly

00:37

to the PDFs that were saved up into the BIM360 portal.

00:43

The markup tools are also available in the project files

00:47

folders for any documents that you may have uploaded there.

00:52

So what we're doing here is we've created

00:54

a markup in our drawing.

00:55

And we've set that markup to public so everyone that

00:59

is part of the project can see the markets that

01:01

have been created for this particular sheet.

01:04

We can go over to our markups tab

01:06

and change that status if we so desire.

01:10

And now we're included in another markup.

01:12

And this time, the text that we're going to put in we're

01:15

going to rotate and show you that we have a variety of tools

01:19

and a variety of ways to format the information or the markups

01:23

that we're adding to our documents.

01:34

And once we've created our markup and saved it,

01:36

we can then come back to any of the markups

01:39

that we've created in the past and edit those.

01:42

You see that BIM360 then moves the focus to the markup

01:49

that we've chosen to edit, and all of the tools

01:51

become available to us for markups.

01:55

There are a number of tools at the bottom of the BIM360 window

01:58

that give us access to controlling

01:59

the way the document displays in our browser,

02:03

as well as full control over the layers

02:05

that were published through Civil 3D.

02:14

We now move down the list on the left hand side to our issues.

02:19

We can create an issue around a specific area

02:22

or mark the issue location inside the documents in BIM360.

02:29

Once we have marked the issue, we

02:31

are given the opportunity to provide

02:33

some additional information about that issue,

02:35

as well as assigning the issue to a specific individual

02:39

in our BIM360 project and assign a due date

02:44

for that specific issue.

02:47

We are given the opportunity to provide

02:49

some additional information via a description

02:52

and a root cause for this issue as being displayed.

02:57

As previously mentioned, when you

02:58

upload a new version of your PDF to the BIM360 environment,

03:02

you are not overwriting or losing

03:05

your previous documentation, but merely adding a new version

03:08

of that particular file.

03:10

This gives you the ability to revert back

03:13

or to compare those documents as we showed earlier.

03:17

Now we'll migrate back to the insights module

03:20

to take a look at our home dashboard

03:23

to find out about any issues or any information

03:25

about our project that is important to us.

03:33

We will now migrate back over into the document management

03:37

module, and we will take a look at our version and control,

03:40

understanding that we have the ability

03:42

to go back to a previous version of a document

03:46

that we have saved up into the BIM360 portal.

03:49

This gives us the opportunity to restore a document that

03:54

may have been removed by mistake or revert back

03:58

to a document due to a change in our project design.

04:02

Also know that you have access to a trash

04:05

facility inside BIM360 so your documentation is never deleted

04:10

permanently from your project.

04:12

You do have access to go back to those particular files

04:15

that you have removed.

04:17

As you can see here, I am going to revert back

04:19

to the first version of this particular drawing,

04:24

because it is the one that was showing the profile of you

04:27

as we intended it to be shown.

Try it: Review and Mark-up Files inside BIM360 Docs

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