& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Transcript
00:00
[MUSIC PLAYING]
00:11
BRYSON ANDERSON: Autodesk Accelerators
00:12
are designed to help your team stay ahead
00:14
of the curve with the latest workflows.
00:16
These include on-demand courses, pre-recorded coaching,
00:19
as well as live coaching.
00:20
To see the full list of topics, visit the Customer Success Hub.
00:26
Take a moment to read over the safe harbor statement.
00:28
This is a reminder that we may make statements
00:30
about future developments.
00:31
These are not intended to be a guarantee,
00:33
but reflect our current expectations and assumptions.
00:38
Before we get started, let me introduce myself.
00:40
My name is Bryson Anderson.
00:41
I'm based out of Utah, been in the IT industry
00:44
for about 14 years now, the last 10 years in the AEC
00:47
Marketplace, working with firms in all aspects of their IT,
00:50
including data management and collaboration
00:52
for Autodesk workflows.
00:57
Welcome to the Autodesk Accelerator, Upload Models
00:59
and Documents to the cloud using Autodesk Docs.
01:02
The objectives for this session are
01:04
to create folders in Autodesk Docs,
01:06
evaluate where to upload data based on its type
01:08
and requirements, learn how to upload project
01:10
data to the Project Files location,
01:12
learn how to set permissions on those folders,
01:14
as well as doing the same For the Field location.
01:17
The workflow we're going to follow
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is evaluate where to upload the data,
01:20
create a folder structure, upload project
01:23
related documents and work in progress to the Project Files
01:26
location, upload construction related and contract
01:28
documents to the For the Field location,
01:31
and then set folder permissions on everything.
01:34
So let's go ahead and get started with our first task--
01:36
Evaluate where to upload data.
01:39
This is going to be the first step in our workflow.
01:42
By default, there are two folder locations in Docs.
01:44
Each one has its own workflow and purpose.
01:46
They are Project Files and For the Field.
01:48
The For the Field houses the digital equivalent
01:51
of the printed set of contract drawings for the project.
01:53
Specialized workflow capability when
01:55
using Autodesk Build, PlanGrid, et cetera,
01:57
are used inside For the Field.
01:59
Project Files is project-related documents,
02:01
including design data and all other document types.
02:04
All of your work in progress data
02:06
should be stored in Project Files.
02:07
The BIM Collaborate workflows for Civil, Plant, and Revit,
02:10
all require data to be in Project Files.
02:13
The way I look at it is everything
02:14
should be in Project Files, unless you know
02:16
it should be in For the Field.
02:18
We'll talk a little bit more about that For the Field
02:20
folder here in just a little bit.
02:22
So let's start by creating a folder
02:23
structure, the second step in our workflow.
02:27
Folder structures can be manually created
02:29
in Autodesk Docs, on the Files tab,
02:32
by simply clicking the ellipsis on any folder
02:34
and clicking Add subfolder.
02:36
Once you click Add subfolder, it will be added like this.
02:38
You can change that name, hit the check mark,
02:41
and it's created.
02:43
Folders can also be renamed and deleted
02:45
through that same ellipsis button.
02:48
Now, if you have a large folder structure,
02:50
it's easier to upload it, especially if you already
02:53
have it existing, maybe you've got a folder structure
02:54
you use on other projects that you've got in File Explorer,
02:57
maybe it's on your server somewhere
02:58
that you want to just upload to this project,
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you can do that through the Desktop Connector.
03:02
Desktop Connector is a small app that you
03:04
install in Windows, that connects your Windows File
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Explorer to Autodesk Docs.
03:08
You can simply just drag and drop.
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Control-C, Control-V, your shortcuts for copy and paste.
03:13
When you right-click-- the reason
03:15
you do that is when you right-click in the Desktop
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Connector location-- the right click context menu
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doesn't have a paste.
03:22
So simply drag and drop, or just use those shortcuts
03:26
for copy and paste.
03:27
Once you have that uploaded, you can then add more subfolders.
03:30
You can do it here or through the web browser,
03:32
either way you want to do it.
03:34
Our folder structure could also have
03:35
been created from a template.
03:37
You can set templates up that have folder structures,
03:40
permissions, things already added
03:42
so that when you create a new project,
03:44
it save you a ton of work.
03:45
So when you can set up templates and use those,
03:48
it'll save you a lot of creation time on your projects.
03:51
Let's go ahead, jump into the demonstration
03:53
on creating a folder structure.
03:56
Autodesk Docs provides two default locations
03:58
to store data--
03:59
Project Files and For the Field.
04:01
Knowing where to upload your data
04:03
and creating the folder structure
04:04
to support that is key in getting your project set up.
04:07
So let's talk about what data goes where and how to create
04:10
those folders.
04:11
For the Field houses the digital equivalent
04:13
of the printed set of contract drawings for the project.
04:16
It also has specialized workflow capability
04:18
when using Autodesk Build, PlanGrid,
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and some of the other Autodesk Construction Cloud
04:22
applications.
04:23
Files put in For the Field also automatically synced
04:26
to mobile devices.
04:28
Project Files is going to be your storage
04:29
location for everything else.
04:31
So all of your work in progress data,
04:32
design data, things that you're currently working on that
04:35
will all exist inside Project Files.
04:37
When you're working with Revit Cloud Worksharing,
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or with collaboration for Civil 3D or Plant 3D,
04:42
it requires that all those files exist in Project Files as well.
04:45
So the way I typically look at it
04:47
is everything should go on Project Files,
04:49
unless you know it goes in For the Field.
04:51
Once you know which folder you're going to put it in,
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you can start setting yourself up a folder structure.
04:55
It's a couple of different ways to create a folder structure.
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The first way is by simply hovering over
05:00
an existing folder, clicking the three dots and add subfolder.
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Subfolder will be created, with the name of the folder above it
05:09
and a dot--
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You can just delete that, and name it whatever you want.
05:15
So we'll name this one as the test folder.
05:17
You click the checkbox, and there you
05:20
have a subfolder created.
05:21
Your view is customizable, so you
05:23
can grab this and make this larger so that you
05:26
can see folder names better.
05:28
So again, we just click on those three dots, add subfolder.
05:32
A subfolder is created.
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We named it whatever we want.
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We hit the checkbox.
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And we have a folder structure.
05:39
So this is a tedious way to create a folder structure,
05:41
but you can do it this way.
05:43
You just click on a folder, create a subfolder
05:45
underneath that one, so on and so forth,
05:46
and create your folders.
05:47
Not the most efficient way to create
05:50
yourself a folder structure.
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So let's look at a couple of other ways to do that.
05:53
Likely, you're going to have a folder structure in Windows
05:56
that you already use, whether it's on your local server,
05:58
or on your local machine.
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You probably have a set of folders
06:01
that you typically start a project from.
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So what we can do is we can actually use the Autodesk
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Desktop Connector.
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The Desktop Connector is an application
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that connects the Autodesk Docs to Windows
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so you can see the contents of your Autodesk Docs projects
06:14
in the Windows File Explorer.
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So if we open two Windows side by side,
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we've got the folders locally here on our computer.
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And then we are opening here on the right-hand side
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to that Desktop Connector location.
06:27
We're going to put these in Project Files.
06:29
And we'll put the Civil folder, which
06:31
has some subfolders over here by just dragging and dropping.
06:36
So you'll notice if I right-click
06:38
on something in Windows, I'll get a whole bunch of options.
06:42
But if I right-click on something over here
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in Desktop Connector, I have a different set of tools.
06:47
My right-click context menu is a little bit different.
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So I don't want to do a right-click,
06:52
and copy and paste, and either drag and drop or use
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the keyboard shortcuts--
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Control-C for copy, Control-V for paste.
07:00
I'll just drag and drop.
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And you'll see down here this little window
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pop-up saying files are transferring, creating folders.
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And this is going to actually take the folder structure
07:11
that we drug from our local machine
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over to our Desktop Connector.
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And it's going to then upload those,
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and we'll see them on the web browser.
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So let's go ahead and jump back over to the web browser,
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and we'll see that Civil folder and its subfolders
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created there.
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You'll notice I hit Refresh there to get it to show up.
07:30
Looks like everything is there on the local side.
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So let's jump back over to the browser.
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All right, we're back here in Autodesk Docs
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on the web browser.
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And there is that Civil folder and all of it subfolders.
07:43
So a much easier way to create a folder structure.
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If you just open it up in File Explorer,
07:48
and use that Desktop Connector to drag and drop,
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or use the keyboard shortcuts to copy
07:53
and paste your folder structure over, it then uploads it,
07:56
and it all appears here in Docs.
07:59
We also have the ability to create a folder structure
08:01
automatically when we create a project.
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We do that through, what's called, Template projects.
08:06
Templates can be set up by admins.
08:08
So you actually have to be an account admin
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to set up a template.
08:11
But what we can do is actually create a folder structure
08:15
with permissions, and there's a few other things
08:17
that you can do with templates as well.
08:18
There is another accelerator on templates.
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So if you take a look at that, there's
08:23
more in-depth information on how to create these.
08:25
But what you can do is you can create yourself a folder
08:27
structure within a template.
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And when you create a new project,
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you tell it to apply that template,
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and the new project is created with that folder
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structure already existing.
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So recap, there's a couple of ways
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to create your folder structure-- manually create it
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through the web browser here in Autodesk Docs,
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drag and drop things inside File Explorer
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through the Desktop Connector, or have those automatically
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generated when you create the project by using a project
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template.
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So now that we have a folder structure,
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let's look at getting files uploading.
08:59
Let's look next at uploading data
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to project files, the third step in our workflow.
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The first way we can upload data is
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by simply going to Autodesk Docs in the web browser
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and clicking either upload files or the ellipsis
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on any folder, and Upload, and Files.
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It will then open a selection window,
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where you can pick the files that you want to upload.
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Once you begin that process, all of your uploads
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will be added to this Upload monitor
09:22
window, where you can come in and see the status of any
09:24
of your uploads.
09:26
You can also drag and drop files from File Explorer
09:29
onto this window.
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One thing to note here, you can only select files.
09:32
You can't select folders or subfolders.
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So if you have a large data set or things that are folded,
09:38
the best way to do that is to bring it in through the Desktop
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Connector.
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So just like we did through the folders,
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we're going to either drag and drop, or use the Control-C,
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Control-V copy-paste shortcuts to move things
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from our local location into that Desktop Connector, where
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they'll begin to upload.
09:54
You can monitor the progress of your uploading
09:56
through the Pending Actions window.
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One thing to keep in mind here is
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you can also bring in files and folders at the same time.
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So if you've got a folder structure with files
10:04
already in it, you could do this in one step
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and bring in your files and folders at once.
10:08
Now, there are some instances where there's some specialized
10:10
uploads.
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For example, Revit central models
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need to be brought in through Revit.
10:14
They can't just be uploaded right through Autodesk Docs
10:17
or through the Desktop Connector.
10:18
Similarly, with Civil 3D, there's
10:20
some setup that needs to happen inside Civil 3D.
10:22
There is also a Data Migration Tool for Civil 3D.
10:25
It's currently a beta product, but it can also
10:27
be used to upload Civil 3D data.
10:29
So all of our work in progress data
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can be brought in through these methods.
10:33
Let's talk next about uploading data
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to the For the Field location, the fourth step
10:37
in our workflow.
10:38
So just like with project files, things
10:40
can be brought into For the Field by either
10:43
doing the Upload files inside the web browser,
10:46
or by using the Desktop Connector.
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One thing you'll notice is when you go to Upload,
10:50
you're going to get this pop-up that says "Files in this folder
10:52
are viewable to all project members
10:53
and are synced to mobile."
10:55
That's the purpose of that For the Field location.
10:58
Everyone has at least View access,
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and all of that contents is synced to mobile devices.
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So just keep that in mind as you're uploading things
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to the For the Field location.
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The For the Field location really
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is meant to give access to things in the field.
11:12
Work in progress data should not exist
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in the For the Field location.
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So let's look at the demonstration on uploading
11:18
files to Autodesk Docs in both Project Files
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and For the Field.
11:23
Now that we've looked at creating folder structures
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and how to upload folder structures,
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let's look at how we upload data.
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Let's start by looking at how to upload data
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through Autodesk Docs.
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So you'll notice there's a big blue Upload files button.
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Also, if we click these three dots,
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we have an Upload and Files here as well.
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So much like the way we created subfolders,
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we can add things this way.
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Or if we drill into the folder we
11:47
want to add something to, we can hit Upload files,
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pick them from our computer, browse to the location
11:54
where we have them.
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So we'll look at uploading a Revit model here.
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We just select the file that we want, and it begins uploading.
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So as we select multiple files, they'll show here in this list,
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and where they're at on uploading.
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So let me grab a couple others here, and let's add these ones.
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You'll see those smaller files upload quickly,
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whereas that large Revit model is still uploading.
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As the upload process finishes on each one,
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you'll see the green check marks.
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Some of these larger files, like Revit models,
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will show processing for quite a while.
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It has uploaded.
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What it's doing is creating the backend files
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it needs for the View.
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So file types can be viewed Revit models, DWGs.
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There's quite a few different file types
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that can be viewed natively in the browser
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through Autodesk Docs.
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It's creating the back end information that needs.
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So even though it says it's processing and has uploaded,
12:49
it's just working on that View stuff in the background.
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We can upload files in the For the Field area in the same way,
12:56
clicking those three dots, or by clicking the Upload files.
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When we do this, we're going to get a pop-up here
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that says we want to release this to the field.
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It's going to give us a warning that files in here
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are viewable to all project members
13:07
and that they're synced to mobile.
13:08
Because For the Field has this specific workflow behind it,
13:11
it's just giving us a message here so
13:13
that we know what's going on.
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We can hit Don't show me again, and then
13:16
continue if we don't want to see that message again.
13:18
So if we're familiar with the process
13:20
and don't need to be seeing this,
13:21
we can just Don't show me again and Continue.
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It'll bring up that same Upload files.
13:26
You'll notice those same files that we uploaded
13:28
before are still here in the list,
13:29
and that Revit model is still processing.
13:31
But we add in the same way, just we pick
13:33
where we want to pull it from.
13:35
And we'll just pick something in here.
13:37
We'll go to a PDF and grab, and upload it,
13:41
and it will begin uploading that.
13:42
So whether we're uploading to Project Files or For the Field,
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we just click that Upload button,
13:47
select the files from where they're at locally.
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This will pop up and show us the process.
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If we close this, we'll see a smaller version of it here.
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We can also collapse it all the way,
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but it just gives us some insight
13:59
into what's happening with our uploads.
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We can also upload files using the Autodesk Desktop Connector
14:05
through Windows File Explorer, just
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like we did folders earlier.
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If you recall from when we were uploading folders this way,
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if we right-click here in the Desktop Connector location,
14:14
the right-click context menu is not there.
14:17
It's not the same as when you do it in a regular File Explorer
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window.
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So we're going to either use the Control-C copy, Control-V
14:23
for paste, or just drag and drop things over.
14:27
So let's go ahead and grab some folders and files in them.
14:30
These ones here have some images in them.
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So let's grab those and copy those over,
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highlight the few that we want, and drag and drop them over.
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And that upload process is going to begin.
14:44
So just like on the web browser side how we had that window,
14:46
you've saw down here.
14:47
There's an Upload status window.
14:50
We saw that in Autodesk Docs.
14:51
We'll see a similar thing here.
14:53
But if we wanted to monitor how things are uploading
14:56
for moving a whole bunch of things at once,
14:58
we can use the Pending Actions window here.
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If we just right-click on the Desktop Connector icon
15:05
and go to Pending Actions, it's going to tell us
15:08
that it's adding files.
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It's adding many of them.
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And this is going to give us a good idea of what's happening.
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So as we add more things, we'll see this Pending Actions
15:17
list stack up.
15:19
So let's go ahead and grab like this PDF folder as well,
15:22
and we'll drag and drop it over.
15:25
And we'll see that now being out of the Pending Actions.
15:27
So as I'm uploading data, I'll open this Pending Actions
15:30
window, just keep an eye on where things are at if there's
15:33
an error as it's uploading.
15:35
It will show that here.
15:36
And we'll have a good idea of where our status is at as
15:39
far as our upload goes.
15:41
If you have a large data set with hundreds of files
15:43
or a bunch of very large files, I
15:45
recommend breaking up your transfer into smaller chunks,
15:48
so copy over a few folders at a time, let those process.
15:51
If you throw a whole bunch of stuff, you throw 10 gigs,
15:54
all added at once, it may take a while
15:56
and clog up your Pending Actions.
15:58
So I like to do things in smaller chunks,
16:00
but you can move any amount of data you want this way.
16:03
You can move any type of files you want.
16:05
Anything that you put in that Desktop Connector location
16:08
will then be uploaded.
16:11
There are a couple specialized upload scenarios.
16:14
For example, if we're using Revit Cloud Worksharing to host
16:16
Revit models in the cloud with BIM Collaborate Pro,
16:19
we have to add them a little bit differently.
16:21
We do that through Revit.
16:22
There's another accelerator on how to do that,
16:24
but just note there are a couple specialized upload scenarios
16:28
using collaboration for Civil 3D,
16:29
or Plant 3D, or the Revit Cloud Worksharing.
16:32
Those BIM Collaborate Pro tools can require
16:34
some additional upload methods.
16:39
Jumping back over to Autodesk Docs in our web browser,
16:42
we can see that those files and folders are uploaded,
16:44
that we brought in through Desktop Connector,
16:46
and are available.
16:49
So we can either upload files here
16:51
through the web browser using just the Upload Files button,
16:54
or bring them in through the Desktop Connector,
16:57
also not forgetting about those specialized scenarios
16:59
where we need to bring them in through applications.
17:02
Now that we have a folder structure created
17:04
and files uploaded, let's look at how we set permissions
17:06
on the folders.
17:09
We'll look next at setting folder permissions.
17:13
This will be the final step in our workflow.
17:15
Folder permissions are going to be used to control access
17:18
to folders in Docs.
17:19
Permissions are set by folders, and not by individual files.
17:22
And one thing to keep in mind as project admins
17:24
have full access to all folders in the project, that's
17:26
not something that can be restricted.
17:28
Any project admin is going to have unrestricted access
17:31
to everything within the project.
17:33
To change permissions, we simply click on the ellipsis.
17:35
By hovering over a folder, we'll then see the ellipsis.
17:38
We can then click Permissions, just
17:40
like we did with Add subfolder, Rename, all the other options.
17:43
That will bring up the Permissions window.
17:45
From here, we can go ahead and add permissions
17:47
by simply clicking the Add button,
17:48
and putting in a user, a company, or a role.
17:51
Once we've got them added, we can then
17:53
set the permission level.
17:54
Companies and roles can be used like groups
17:56
to make permission easier.
17:57
So if you've got a folder that an entire company needs access
17:60
to, you could set the access by the company,
18:02
instead of the individual user.
18:04
It also saves you time down the road.
18:05
When you go to Add someone to the company,
18:07
you add someone new to Autodesk Docs.
18:09
You invite them as the member of that company.
18:11
They then have default access to all
18:14
of the folders that are being given access
18:16
through that company name.
18:17
Now, one thing to keep in mind is
18:18
if you've got a mix of those, if you've got companies, roles,
18:21
individual users all added as permissions
18:23
to a folder, the highest access granted wins.
18:26
So, for example, if you have someone added,
18:28
and from the company they have View only permissions,
18:31
but then they're added individually
18:33
where they have Edit permissions,
18:34
they will have that Edit permission.
18:36
It will give them the highest level granted to them.
18:38
There are four different categories for permissions--
18:41
View, Create, Edit, and Manage.
18:43
If a user is not given any permissions
18:45
through either role, or company, or their individual,
18:48
if they have no permission to set it all,
18:49
then they won't even be able to see that the folder exists.
18:51
You set the permission level by simply clicking the dropdown
18:54
and selecting the permission level you want them to have.
18:56
Now, you'll notice a couple of these,
18:58
like View, have multiple View options--
19:00
a View Only, and a View and Download.
19:02
You can set permission level to either one,
19:04
and you can always change permissions at any time
19:06
by coming back in here, and changing it permissions
19:08
on this dropdown.
19:09
So let's go ahead and jump into the demonstration
19:12
on setting folder permissions.
19:14
Now that we have files and folders uploaded,
19:16
let's look at setting permissions on these.
19:18
When you first create a project, nobody
19:20
except project administrators has access to those folders.
19:23
So we need to set access.
19:24
Once we get some access set up, we
19:26
can set it up to be a little bit modular,
19:28
so that as we add people in the future,
19:29
it makes permission easier.
19:31
Also, when you have permissions set
19:32
and you create subfolders underneath them,
19:34
it will inherit their parent folder's permissions.
19:37
But let's look at how we get these permissions set up.
19:41
One thing to note as you get going on setting this up
19:43
is that permissions are set at the folder level,
19:45
not at the individual file.
19:47
So if we go to any one of our folders--
19:49
we click on the three dots and click Permissions--
19:52
it's going to open the Permissions window
19:53
and show us the existing permissions.
19:56
Permissions can be added by individual users,
19:59
by companies, or by roles.
20:03
If you use a mixture of these, a user's access
20:05
is going to be dictated by their highest permission level.
20:07
So, for example, if you add a company and that company
20:10
has read-only permissions, then you
20:12
add a user from that company and give them write permissions,
20:16
that user will end up with write permissions.
20:18
They'll end up with the highest grant to them
20:20
through either the user of the company or the role.
20:23
As you set these up, you'll notice
20:25
that there may be a number of users that are already listed,
20:27
so you see me here listed.
20:29
Over here where there would be a Remove button,
20:31
it says Project Admin.
20:32
That's telling us that this user is a project admin.
20:35
That's important because project admins have access
20:38
to every folder within a project,
20:39
and that is not something that you can change.
20:41
They will always have full access
20:43
to every file and folder within the project.
20:46
This being the case, I recommend keeping your project
20:48
administrators to a minimum, so that you don't have just
20:51
wide open access to everybody.
20:53
To add permissions, we just click the Add button.
20:56
First thing we need to do is add whether we
20:58
want to add a user, a role, or a company.
21:00
And if we're doing a user, we can do it either by their name
21:03
or by their email address.
21:05
So in this example, we'll just add a user.
21:09
So we will select the member we want
21:10
to add permissions to, and then select the permission level.
21:17
There are four different permission levels--
21:19
View, Create, Edit, and Manage.
21:22
And View and Create have two different types,
21:24
whether we want the ability for people to view and download,
21:27
or just view, and then on the Create side
21:29
if we want them to also be able to upload.
21:31
So we'll select the permission level that we want.
21:33
In this scenario, we will give Edit permissions and Add.
21:41
Now, we'll see all of our existing users,
21:43
companies, or roles that have permissions,
21:45
what their permission level is.
21:47
If we want to remove that permission,
21:48
we can simply just click the Remove button.
21:51
Let's go ahead and add a company here as well.
21:53
So we will add access for Architectural Company.
21:57
We do it the same way we did to user.
21:59
We select it.
21:60
We select the permission level that we want them to have.
22:02
In this case, we'll give them View, and we'll click Add.
22:06
Again, they'll be added to the list
22:07
up here at the top as a tally of how many users, companies,
22:11
or roles you have set.
22:13
Changing permissions as simply is easily as
22:15
dropping down here, picking the level that you want.
22:18
Removing is this simple.
22:20
One of the great tools too is you
22:22
can click on this little arrow next to a company or a role,
22:25
and it will show you the users who
22:27
have access through that company or that role.
22:29
It's a really good way to see, as you're
22:31
trying to figure out permissions issue who is having access
22:34
via what role or what company.
22:37
It's a good idea to be strategic about how you add permissions,
22:40
adding by a group, so whether by a company or by a role,
22:43
makes things a little easier down the road.
22:45
If you add people to the project,
22:47
and you add them to a company and their company already
22:49
has access to folders, you don't have
22:51
to remember to go give that individual file
22:53
access to folders.
22:55
They'll have them by simply being a member
22:57
of that company or that role.
22:58
So typically I like to, as much as I can,
23:01
add permissions based on companies, roles.
23:04
If I need to, they can be used as a secondary,
23:07
but really I rely on the company to set my primary permissions.
23:11
And then I can add based on user if I
23:13
have specific users that needs some specific folder
23:17
permissions.
23:18
Now, if we click on this Architecture folder--
23:20
so we are changing permissions here on the project files.
23:23
Let's go to one of the subfolders, the Architecture
23:25
folder because it already had some permissions set.
23:27
Let's look at a couple of things.
23:28
So we'll notice here is an administrator,
23:31
tells us a Project Admin.
23:33
So we already know that they have default access.
23:35
But you'll notice this one here says inherited.
23:37
And if we hover over it, it's telling us
23:39
that this permission was inherited from a parent folder.
23:41
That's because we set for Shawn to have that Edit
23:44
access at the Project Files level, that was then passed
23:47
down through the subfolders.
23:48
And if we want to remove that access,
23:50
we need to go to the top level folder and remove that access.
23:54
Same thing goes for a company here.
23:55
We'll notice that company has inherited access,
23:57
but then we have another company who did not inherit it
23:60
from the Project Files folder.
24:01
Structural Company already had View permissions
24:04
on this folder.
24:05
We can remove it if we want to.
24:07
So you've got to remember as you're
24:08
going through permissions that if you're setting it
24:10
on a folder that has subfolders, it's
24:12
going to push those whatever folder permissions
24:15
that you set.
24:15
It's going to push them down the line.
24:17
If you want to modify those, you need
24:19
to go back up to that top level folder to do so.
24:22
Now that we have a folder structure created,
24:24
files uploaded, and permissions set on those folders,
24:27
you've completed some of the key, crucial first steps
24:30
to get in Autodesk Docs configured.
24:31
And with that, thank you for joining this Autodesk
24:34
Accelerator.
24:34
There's some additional resources available to you.
24:37
On the Customer Success Hub, customersuccess.autodesk.com,
24:40
there's more courses, learning paths,
24:42
recorded coaching sessions, some more live coaching topics.
24:46
There's similar topics to this, as well as
24:48
topics across the entire Autodesk platform.
24:50
That's all available to you on the Customer Success Hub.
24:53
So go check it out.
24:54
And with that, thanks for joining this session,
24:56
and have a fantastic day.
Video transcript
00:00
[MUSIC PLAYING]
00:11
BRYSON ANDERSON: Autodesk Accelerators
00:12
are designed to help your team stay ahead
00:14
of the curve with the latest workflows.
00:16
These include on-demand courses, pre-recorded coaching,
00:19
as well as live coaching.
00:20
To see the full list of topics, visit the Customer Success Hub.
00:26
Take a moment to read over the safe harbor statement.
00:28
This is a reminder that we may make statements
00:30
about future developments.
00:31
These are not intended to be a guarantee,
00:33
but reflect our current expectations and assumptions.
00:38
Before we get started, let me introduce myself.
00:40
My name is Bryson Anderson.
00:41
I'm based out of Utah, been in the IT industry
00:44
for about 14 years now, the last 10 years in the AEC
00:47
Marketplace, working with firms in all aspects of their IT,
00:50
including data management and collaboration
00:52
for Autodesk workflows.
00:57
Welcome to the Autodesk Accelerator, Upload Models
00:59
and Documents to the cloud using Autodesk Docs.
01:02
The objectives for this session are
01:04
to create folders in Autodesk Docs,
01:06
evaluate where to upload data based on its type
01:08
and requirements, learn how to upload project
01:10
data to the Project Files location,
01:12
learn how to set permissions on those folders,
01:14
as well as doing the same For the Field location.
01:17
The workflow we're going to follow
01:18
is evaluate where to upload the data,
01:20
create a folder structure, upload project
01:23
related documents and work in progress to the Project Files
01:26
location, upload construction related and contract
01:28
documents to the For the Field location,
01:31
and then set folder permissions on everything.
01:34
So let's go ahead and get started with our first task--
01:36
Evaluate where to upload data.
01:39
This is going to be the first step in our workflow.
01:42
By default, there are two folder locations in Docs.
01:44
Each one has its own workflow and purpose.
01:46
They are Project Files and For the Field.
01:48
The For the Field houses the digital equivalent
01:51
of the printed set of contract drawings for the project.
01:53
Specialized workflow capability when
01:55
using Autodesk Build, PlanGrid, et cetera,
01:57
are used inside For the Field.
01:59
Project Files is project-related documents,
02:01
including design data and all other document types.
02:04
All of your work in progress data
02:06
should be stored in Project Files.
02:07
The BIM Collaborate workflows for Civil, Plant, and Revit,
02:10
all require data to be in Project Files.
02:13
The way I look at it is everything
02:14
should be in Project Files, unless you know
02:16
it should be in For the Field.
02:18
We'll talk a little bit more about that For the Field
02:20
folder here in just a little bit.
02:22
So let's start by creating a folder
02:23
structure, the second step in our workflow.
02:27
Folder structures can be manually created
02:29
in Autodesk Docs, on the Files tab,
02:32
by simply clicking the ellipsis on any folder
02:34
and clicking Add subfolder.
02:36
Once you click Add subfolder, it will be added like this.
02:38
You can change that name, hit the check mark,
02:41
and it's created.
02:43
Folders can also be renamed and deleted
02:45
through that same ellipsis button.
02:48
Now, if you have a large folder structure,
02:50
it's easier to upload it, especially if you already
02:53
have it existing, maybe you've got a folder structure
02:54
you use on other projects that you've got in File Explorer,
02:57
maybe it's on your server somewhere
02:58
that you want to just upload to this project,
03:00
you can do that through the Desktop Connector.
03:02
Desktop Connector is a small app that you
03:04
install in Windows, that connects your Windows File
03:06
Explorer to Autodesk Docs.
03:08
You can simply just drag and drop.
03:10
Control-C, Control-V, your shortcuts for copy and paste.
03:13
When you right-click-- the reason
03:15
you do that is when you right-click in the Desktop
03:18
Connector location-- the right click context menu
03:20
doesn't have a paste.
03:22
So simply drag and drop, or just use those shortcuts
03:26
for copy and paste.
03:27
Once you have that uploaded, you can then add more subfolders.
03:30
You can do it here or through the web browser,
03:32
either way you want to do it.
03:34
Our folder structure could also have
03:35
been created from a template.
03:37
You can set templates up that have folder structures,
03:40
permissions, things already added
03:42
so that when you create a new project,
03:44
it save you a ton of work.
03:45
So when you can set up templates and use those,
03:48
it'll save you a lot of creation time on your projects.
03:51
Let's go ahead, jump into the demonstration
03:53
on creating a folder structure.
03:56
Autodesk Docs provides two default locations
03:58
to store data--
03:59
Project Files and For the Field.
04:01
Knowing where to upload your data
04:03
and creating the folder structure
04:04
to support that is key in getting your project set up.
04:07
So let's talk about what data goes where and how to create
04:10
those folders.
04:11
For the Field houses the digital equivalent
04:13
of the printed set of contract drawings for the project.
04:16
It also has specialized workflow capability
04:18
when using Autodesk Build, PlanGrid,
04:20
and some of the other Autodesk Construction Cloud
04:22
applications.
04:23
Files put in For the Field also automatically synced
04:26
to mobile devices.
04:28
Project Files is going to be your storage
04:29
location for everything else.
04:31
So all of your work in progress data,
04:32
design data, things that you're currently working on that
04:35
will all exist inside Project Files.
04:37
When you're working with Revit Cloud Worksharing,
04:39
or with collaboration for Civil 3D or Plant 3D,
04:42
it requires that all those files exist in Project Files as well.
04:45
So the way I typically look at it
04:47
is everything should go on Project Files,
04:49
unless you know it goes in For the Field.
04:51
Once you know which folder you're going to put it in,
04:53
you can start setting yourself up a folder structure.
04:55
It's a couple of different ways to create a folder structure.
04:58
The first way is by simply hovering over
05:00
an existing folder, clicking the three dots and add subfolder.
05:04
Subfolder will be created, with the name of the folder above it
05:09
and a dot--
05:12
You can just delete that, and name it whatever you want.
05:15
So we'll name this one as the test folder.
05:17
You click the checkbox, and there you
05:20
have a subfolder created.
05:21
Your view is customizable, so you
05:23
can grab this and make this larger so that you
05:26
can see folder names better.
05:28
So again, we just click on those three dots, add subfolder.
05:32
A subfolder is created.
05:33
We named it whatever we want.
05:36
We hit the checkbox.
05:38
And we have a folder structure.
05:39
So this is a tedious way to create a folder structure,
05:41
but you can do it this way.
05:43
You just click on a folder, create a subfolder
05:45
underneath that one, so on and so forth,
05:46
and create your folders.
05:47
Not the most efficient way to create
05:50
yourself a folder structure.
05:51
So let's look at a couple of other ways to do that.
05:53
Likely, you're going to have a folder structure in Windows
05:56
that you already use, whether it's on your local server,
05:58
or on your local machine.
05:59
You probably have a set of folders
06:01
that you typically start a project from.
06:03
So what we can do is we can actually use the Autodesk
06:05
Desktop Connector.
06:06
The Desktop Connector is an application
06:08
that connects the Autodesk Docs to Windows
06:11
so you can see the contents of your Autodesk Docs projects
06:14
in the Windows File Explorer.
06:16
So if we open two Windows side by side,
06:18
we've got the folders locally here on our computer.
06:21
And then we are opening here on the right-hand side
06:24
to that Desktop Connector location.
06:27
We're going to put these in Project Files.
06:29
And we'll put the Civil folder, which
06:31
has some subfolders over here by just dragging and dropping.
06:36
So you'll notice if I right-click
06:38
on something in Windows, I'll get a whole bunch of options.
06:42
But if I right-click on something over here
06:44
in Desktop Connector, I have a different set of tools.
06:47
My right-click context menu is a little bit different.
06:50
So I don't want to do a right-click,
06:52
and copy and paste, and either drag and drop or use
06:55
the keyboard shortcuts--
06:56
Control-C for copy, Control-V for paste.
07:00
I'll just drag and drop.
07:02
And you'll see down here this little window
07:05
pop-up saying files are transferring, creating folders.
07:08
And this is going to actually take the folder structure
07:11
that we drug from our local machine
07:13
over to our Desktop Connector.
07:15
And it's going to then upload those,
07:17
and we'll see them on the web browser.
07:20
So let's go ahead and jump back over to the web browser,
07:23
and we'll see that Civil folder and its subfolders
07:26
created there.
07:27
You'll notice I hit Refresh there to get it to show up.
07:30
Looks like everything is there on the local side.
07:33
So let's jump back over to the browser.
07:36
All right, we're back here in Autodesk Docs
07:38
on the web browser.
07:39
And there is that Civil folder and all of it subfolders.
07:43
So a much easier way to create a folder structure.
07:46
If you just open it up in File Explorer,
07:48
and use that Desktop Connector to drag and drop,
07:50
or use the keyboard shortcuts to copy
07:53
and paste your folder structure over, it then uploads it,
07:56
and it all appears here in Docs.
07:59
We also have the ability to create a folder structure
08:01
automatically when we create a project.
08:03
We do that through, what's called, Template projects.
08:06
Templates can be set up by admins.
08:08
So you actually have to be an account admin
08:10
to set up a template.
08:11
But what we can do is actually create a folder structure
08:15
with permissions, and there's a few other things
08:17
that you can do with templates as well.
08:18
There is another accelerator on templates.
08:21
So if you take a look at that, there's
08:23
more in-depth information on how to create these.
08:25
But what you can do is you can create yourself a folder
08:27
structure within a template.
08:29
And when you create a new project,
08:31
you tell it to apply that template,
08:33
and the new project is created with that folder
08:35
structure already existing.
08:37
So recap, there's a couple of ways
08:39
to create your folder structure-- manually create it
08:42
through the web browser here in Autodesk Docs,
08:44
drag and drop things inside File Explorer
08:46
through the Desktop Connector, or have those automatically
08:49
generated when you create the project by using a project
08:52
template.
08:54
So now that we have a folder structure,
08:56
let's look at getting files uploading.
08:59
Let's look next at uploading data
09:01
to project files, the third step in our workflow.
09:04
The first way we can upload data is
09:06
by simply going to Autodesk Docs in the web browser
09:08
and clicking either upload files or the ellipsis
09:10
on any folder, and Upload, and Files.
09:13
It will then open a selection window,
09:14
where you can pick the files that you want to upload.
09:18
Once you begin that process, all of your uploads
09:20
will be added to this Upload monitor
09:22
window, where you can come in and see the status of any
09:24
of your uploads.
09:26
You can also drag and drop files from File Explorer
09:29
onto this window.
09:30
One thing to note here, you can only select files.
09:32
You can't select folders or subfolders.
09:35
So if you have a large data set or things that are folded,
09:38
the best way to do that is to bring it in through the Desktop
09:41
Connector.
09:42
So just like we did through the folders,
09:44
we're going to either drag and drop, or use the Control-C,
09:46
Control-V copy-paste shortcuts to move things
09:50
from our local location into that Desktop Connector, where
09:53
they'll begin to upload.
09:54
You can monitor the progress of your uploading
09:56
through the Pending Actions window.
09:58
One thing to keep in mind here is
09:59
you can also bring in files and folders at the same time.
10:02
So if you've got a folder structure with files
10:04
already in it, you could do this in one step
10:06
and bring in your files and folders at once.
10:08
Now, there are some instances where there's some specialized
10:10
uploads.
10:11
For example, Revit central models
10:13
need to be brought in through Revit.
10:14
They can't just be uploaded right through Autodesk Docs
10:17
or through the Desktop Connector.
10:18
Similarly, with Civil 3D, there's
10:20
some setup that needs to happen inside Civil 3D.
10:22
There is also a Data Migration Tool for Civil 3D.
10:25
It's currently a beta product, but it can also
10:27
be used to upload Civil 3D data.
10:29
So all of our work in progress data
10:31
can be brought in through these methods.
10:33
Let's talk next about uploading data
10:34
to the For the Field location, the fourth step
10:37
in our workflow.
10:38
So just like with project files, things
10:40
can be brought into For the Field by either
10:43
doing the Upload files inside the web browser,
10:46
or by using the Desktop Connector.
10:48
One thing you'll notice is when you go to Upload,
10:50
you're going to get this pop-up that says "Files in this folder
10:52
are viewable to all project members
10:53
and are synced to mobile."
10:55
That's the purpose of that For the Field location.
10:58
Everyone has at least View access,
11:00
and all of that contents is synced to mobile devices.
11:03
So just keep that in mind as you're uploading things
11:06
to the For the Field location.
11:07
The For the Field location really
11:09
is meant to give access to things in the field.
11:12
Work in progress data should not exist
11:14
in the For the Field location.
11:16
So let's look at the demonstration on uploading
11:18
files to Autodesk Docs in both Project Files
11:20
and For the Field.
11:23
Now that we've looked at creating folder structures
11:25
and how to upload folder structures,
11:27
let's look at how we upload data.
11:30
Let's start by looking at how to upload data
11:32
through Autodesk Docs.
11:33
So you'll notice there's a big blue Upload files button.
11:36
Also, if we click these three dots,
11:38
we have an Upload and Files here as well.
11:41
So much like the way we created subfolders,
11:43
we can add things this way.
11:45
Or if we drill into the folder we
11:47
want to add something to, we can hit Upload files,
11:50
pick them from our computer, browse to the location
11:54
where we have them.
11:56
So we'll look at uploading a Revit model here.
11:58
We just select the file that we want, and it begins uploading.
12:02
So as we select multiple files, they'll show here in this list,
12:07
and where they're at on uploading.
12:08
So let me grab a couple others here, and let's add these ones.
12:13
You'll see those smaller files upload quickly,
12:16
whereas that large Revit model is still uploading.
12:19
As the upload process finishes on each one,
12:22
you'll see the green check marks.
12:23
Some of these larger files, like Revit models,
12:26
will show processing for quite a while.
12:27
It has uploaded.
12:29
What it's doing is creating the backend files
12:31
it needs for the View.
12:33
So file types can be viewed Revit models, DWGs.
12:38
There's quite a few different file types
12:40
that can be viewed natively in the browser
12:42
through Autodesk Docs.
12:44
It's creating the back end information that needs.
12:46
So even though it says it's processing and has uploaded,
12:49
it's just working on that View stuff in the background.
12:52
We can upload files in the For the Field area in the same way,
12:56
clicking those three dots, or by clicking the Upload files.
12:59
When we do this, we're going to get a pop-up here
13:01
that says we want to release this to the field.
13:03
It's going to give us a warning that files in here
13:05
are viewable to all project members
13:07
and that they're synced to mobile.
13:08
Because For the Field has this specific workflow behind it,
13:11
it's just giving us a message here so
13:13
that we know what's going on.
13:14
We can hit Don't show me again, and then
13:16
continue if we don't want to see that message again.
13:18
So if we're familiar with the process
13:20
and don't need to be seeing this,
13:21
we can just Don't show me again and Continue.
13:24
It'll bring up that same Upload files.
13:26
You'll notice those same files that we uploaded
13:28
before are still here in the list,
13:29
and that Revit model is still processing.
13:31
But we add in the same way, just we pick
13:33
where we want to pull it from.
13:35
And we'll just pick something in here.
13:37
We'll go to a PDF and grab, and upload it,
13:41
and it will begin uploading that.
13:42
So whether we're uploading to Project Files or For the Field,
13:45
we just click that Upload button,
13:47
select the files from where they're at locally.
13:50
This will pop up and show us the process.
13:52
If we close this, we'll see a smaller version of it here.
13:56
We can also collapse it all the way,
13:58
but it just gives us some insight
13:59
into what's happening with our uploads.
14:02
We can also upload files using the Autodesk Desktop Connector
14:05
through Windows File Explorer, just
14:07
like we did folders earlier.
14:09
If you recall from when we were uploading folders this way,
14:12
if we right-click here in the Desktop Connector location,
14:14
the right-click context menu is not there.
14:17
It's not the same as when you do it in a regular File Explorer
14:19
window.
14:20
So we're going to either use the Control-C copy, Control-V
14:23
for paste, or just drag and drop things over.
14:27
So let's go ahead and grab some folders and files in them.
14:30
These ones here have some images in them.
14:33
So let's grab those and copy those over,
14:37
highlight the few that we want, and drag and drop them over.
14:41
And that upload process is going to begin.
14:44
So just like on the web browser side how we had that window,
14:46
you've saw down here.
14:47
There's an Upload status window.
14:50
We saw that in Autodesk Docs.
14:51
We'll see a similar thing here.
14:53
But if we wanted to monitor how things are uploading
14:56
for moving a whole bunch of things at once,
14:58
we can use the Pending Actions window here.
15:02
If we just right-click on the Desktop Connector icon
15:05
and go to Pending Actions, it's going to tell us
15:08
that it's adding files.
15:10
It's adding many of them.
15:11
And this is going to give us a good idea of what's happening.
15:14
So as we add more things, we'll see this Pending Actions
15:17
list stack up.
15:19
So let's go ahead and grab like this PDF folder as well,
15:22
and we'll drag and drop it over.
15:25
And we'll see that now being out of the Pending Actions.
15:27
So as I'm uploading data, I'll open this Pending Actions
15:30
window, just keep an eye on where things are at if there's
15:33
an error as it's uploading.
15:35
It will show that here.
15:36
And we'll have a good idea of where our status is at as
15:39
far as our upload goes.
15:41
If you have a large data set with hundreds of files
15:43
or a bunch of very large files, I
15:45
recommend breaking up your transfer into smaller chunks,
15:48
so copy over a few folders at a time, let those process.
15:51
If you throw a whole bunch of stuff, you throw 10 gigs,
15:54
all added at once, it may take a while
15:56
and clog up your Pending Actions.
15:58
So I like to do things in smaller chunks,
16:00
but you can move any amount of data you want this way.
16:03
You can move any type of files you want.
16:05
Anything that you put in that Desktop Connector location
16:08
will then be uploaded.
16:11
There are a couple specialized upload scenarios.
16:14
For example, if we're using Revit Cloud Worksharing to host
16:16
Revit models in the cloud with BIM Collaborate Pro,
16:19
we have to add them a little bit differently.
16:21
We do that through Revit.
16:22
There's another accelerator on how to do that,
16:24
but just note there are a couple specialized upload scenarios
16:28
using collaboration for Civil 3D,
16:29
or Plant 3D, or the Revit Cloud Worksharing.
16:32
Those BIM Collaborate Pro tools can require
16:34
some additional upload methods.
16:39
Jumping back over to Autodesk Docs in our web browser,
16:42
we can see that those files and folders are uploaded,
16:44
that we brought in through Desktop Connector,
16:46
and are available.
16:49
So we can either upload files here
16:51
through the web browser using just the Upload Files button,
16:54
or bring them in through the Desktop Connector,
16:57
also not forgetting about those specialized scenarios
16:59
where we need to bring them in through applications.
17:02
Now that we have a folder structure created
17:04
and files uploaded, let's look at how we set permissions
17:06
on the folders.
17:09
We'll look next at setting folder permissions.
17:13
This will be the final step in our workflow.
17:15
Folder permissions are going to be used to control access
17:18
to folders in Docs.
17:19
Permissions are set by folders, and not by individual files.
17:22
And one thing to keep in mind as project admins
17:24
have full access to all folders in the project, that's
17:26
not something that can be restricted.
17:28
Any project admin is going to have unrestricted access
17:31
to everything within the project.
17:33
To change permissions, we simply click on the ellipsis.
17:35
By hovering over a folder, we'll then see the ellipsis.
17:38
We can then click Permissions, just
17:40
like we did with Add subfolder, Rename, all the other options.
17:43
That will bring up the Permissions window.
17:45
From here, we can go ahead and add permissions
17:47
by simply clicking the Add button,
17:48
and putting in a user, a company, or a role.
17:51
Once we've got them added, we can then
17:53
set the permission level.
17:54
Companies and roles can be used like groups
17:56
to make permission easier.
17:57
So if you've got a folder that an entire company needs access
17:60
to, you could set the access by the company,
18:02
instead of the individual user.
18:04
It also saves you time down the road.
18:05
When you go to Add someone to the company,
18:07
you add someone new to Autodesk Docs.
18:09
You invite them as the member of that company.
18:11
They then have default access to all
18:14
of the folders that are being given access
18:16
through that company name.
18:17
Now, one thing to keep in mind is
18:18
if you've got a mix of those, if you've got companies, roles,
18:21
individual users all added as permissions
18:23
to a folder, the highest access granted wins.
18:26
So, for example, if you have someone added,
18:28
and from the company they have View only permissions,
18:31
but then they're added individually
18:33
where they have Edit permissions,
18:34
they will have that Edit permission.
18:36
It will give them the highest level granted to them.
18:38
There are four different categories for permissions--
18:41
View, Create, Edit, and Manage.
18:43
If a user is not given any permissions
18:45
through either role, or company, or their individual,
18:48
if they have no permission to set it all,
18:49
then they won't even be able to see that the folder exists.
18:51
You set the permission level by simply clicking the dropdown
18:54
and selecting the permission level you want them to have.
18:56
Now, you'll notice a couple of these,
18:58
like View, have multiple View options--
19:00
a View Only, and a View and Download.
19:02
You can set permission level to either one,
19:04
and you can always change permissions at any time
19:06
by coming back in here, and changing it permissions
19:08
on this dropdown.
19:09
So let's go ahead and jump into the demonstration
19:12
on setting folder permissions.
19:14
Now that we have files and folders uploaded,
19:16
let's look at setting permissions on these.
19:18
When you first create a project, nobody
19:20
except project administrators has access to those folders.
19:23
So we need to set access.
19:24
Once we get some access set up, we
19:26
can set it up to be a little bit modular,
19:28
so that as we add people in the future,
19:29
it makes permission easier.
19:31
Also, when you have permissions set
19:32
and you create subfolders underneath them,
19:34
it will inherit their parent folder's permissions.
19:37
But let's look at how we get these permissions set up.
19:41
One thing to note as you get going on setting this up
19:43
is that permissions are set at the folder level,
19:45
not at the individual file.
19:47
So if we go to any one of our folders--
19:49
we click on the three dots and click Permissions--
19:52
it's going to open the Permissions window
19:53
and show us the existing permissions.
19:56
Permissions can be added by individual users,
19:59
by companies, or by roles.
20:03
If you use a mixture of these, a user's access
20:05
is going to be dictated by their highest permission level.
20:07
So, for example, if you add a company and that company
20:10
has read-only permissions, then you
20:12
add a user from that company and give them write permissions,
20:16
that user will end up with write permissions.
20:18
They'll end up with the highest grant to them
20:20
through either the user of the company or the role.
20:23
As you set these up, you'll notice
20:25
that there may be a number of users that are already listed,
20:27
so you see me here listed.
20:29
Over here where there would be a Remove button,
20:31
it says Project Admin.
20:32
That's telling us that this user is a project admin.
20:35
That's important because project admins have access
20:38
to every folder within a project,
20:39
and that is not something that you can change.
20:41
They will always have full access
20:43
to every file and folder within the project.
20:46
This being the case, I recommend keeping your project
20:48
administrators to a minimum, so that you don't have just
20:51
wide open access to everybody.
20:53
To add permissions, we just click the Add button.
20:56
First thing we need to do is add whether we
20:58
want to add a user, a role, or a company.
21:00
And if we're doing a user, we can do it either by their name
21:03
or by their email address.
21:05
So in this example, we'll just add a user.
21:09
So we will select the member we want
21:10
to add permissions to, and then select the permission level.
21:17
There are four different permission levels--
21:19
View, Create, Edit, and Manage.
21:22
And View and Create have two different types,
21:24
whether we want the ability for people to view and download,
21:27
or just view, and then on the Create side
21:29
if we want them to also be able to upload.
21:31
So we'll select the permission level that we want.
21:33
In this scenario, we will give Edit permissions and Add.
21:41
Now, we'll see all of our existing users,
21:43
companies, or roles that have permissions,
21:45
what their permission level is.
21:47
If we want to remove that permission,
21:48
we can simply just click the Remove button.
21:51
Let's go ahead and add a company here as well.
21:53
So we will add access for Architectural Company.
21:57
We do it the same way we did to user.
21:59
We select it.
21:60
We select the permission level that we want them to have.
22:02
In this case, we'll give them View, and we'll click Add.
22:06
Again, they'll be added to the list
22:07
up here at the top as a tally of how many users, companies,
22:11
or roles you have set.
22:13
Changing permissions as simply is easily as
22:15
dropping down here, picking the level that you want.
22:18
Removing is this simple.
22:20
One of the great tools too is you
22:22
can click on this little arrow next to a company or a role,
22:25
and it will show you the users who
22:27
have access through that company or that role.
22:29
It's a really good way to see, as you're
22:31
trying to figure out permissions issue who is having access
22:34
via what role or what company.
22:37
It's a good idea to be strategic about how you add permissions,
22:40
adding by a group, so whether by a company or by a role,
22:43
makes things a little easier down the road.
22:45
If you add people to the project,
22:47
and you add them to a company and their company already
22:49
has access to folders, you don't have
22:51
to remember to go give that individual file
22:53
access to folders.
22:55
They'll have them by simply being a member
22:57
of that company or that role.
22:58
So typically I like to, as much as I can,
23:01
add permissions based on companies, roles.
23:04
If I need to, they can be used as a secondary,
23:07
but really I rely on the company to set my primary permissions.
23:11
And then I can add based on user if I
23:13
have specific users that needs some specific folder
23:17
permissions.
23:18
Now, if we click on this Architecture folder--
23:20
so we are changing permissions here on the project files.
23:23
Let's go to one of the subfolders, the Architecture
23:25
folder because it already had some permissions set.
23:27
Let's look at a couple of things.
23:28
So we'll notice here is an administrator,
23:31
tells us a Project Admin.
23:33
So we already know that they have default access.
23:35
But you'll notice this one here says inherited.
23:37
And if we hover over it, it's telling us
23:39
that this permission was inherited from a parent folder.
23:41
That's because we set for Shawn to have that Edit
23:44
access at the Project Files level, that was then passed
23:47
down through the subfolders.
23:48
And if we want to remove that access,
23:50
we need to go to the top level folder and remove that access.
23:54
Same thing goes for a company here.
23:55
We'll notice that company has inherited access,
23:57
but then we have another company who did not inherit it
23:60
from the Project Files folder.
24:01
Structural Company already had View permissions
24:04
on this folder.
24:05
We can remove it if we want to.
24:07
So you've got to remember as you're
24:08
going through permissions that if you're setting it
24:10
on a folder that has subfolders, it's
24:12
going to push those whatever folder permissions
24:15
that you set.
24:15
It's going to push them down the line.
24:17
If you want to modify those, you need
24:19
to go back up to that top level folder to do so.
24:22
Now that we have a folder structure created,
24:24
files uploaded, and permissions set on those folders,
24:27
you've completed some of the key, crucial first steps
24:30
to get in Autodesk Docs configured.
24:31
And with that, thank you for joining this Autodesk
24:34
Accelerator.
24:34
There's some additional resources available to you.
24:37
On the Customer Success Hub, customersuccess.autodesk.com,
24:40
there's more courses, learning paths,
24:42
recorded coaching sessions, some more live coaching topics.
24:46
There's similar topics to this, as well as
24:48
topics across the entire Autodesk platform.
24:50
That's all available to you on the Customer Success Hub.
24:53
So go check it out.
24:54
And with that, thanks for joining this session,
24:56
and have a fantastic day.
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