& 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
Upchain enables versions and revision control for your non-CAD documents and offers powerful tools to share and collaborate on documents. Learn how to manage documents in the web application and the Microsoft Office plugins. You'll learn about the lifecycle of documents, how documents are organized across projects, how to manage daily changes and revisions, and leverage workflows to review and publish documents.
Upchain enables versions and revision control for your non-CAD documents and offers powerful tools to share and collaborate on documents. Learn how to manage documents in the web application and the Microsoft Office plugins. You'll learn about the lifecycle of documents, how documents are organized across projects, how to manage daily changes and revisions, and leverage workflows to review and publish documents.
Upon completion, you will acquire the following skills:
Tenant Administrators are responsible for configuring Upchain to meet their business rules and processes. Learn how to access and navigate the Tenant Administration interface to get started with managing your tenant.
Module outline
Tenant Administrators are responsible for configuring Upchain to meet their business rules and processes. Learn how to access and navigate the Tenant Administration interface to get started with managing your tenant. We'll cover inviting users, as well as editing and deactivating a user account. We also explore how to set up an out-of-the-office message for absent users, and how to export user reports.
This content takes approximately 45 minutes to complete. By the end, you should be able to:
Here, we’ll configure the information we need to define how items are numbered and described in Upchain. This includes configuring a set of item numbering rules so that items are assigned the correct number as they are created, setting up custom item attributes in addition to the “out of the box” attributes to capture all required information about the item, and setting up a categorization scheme that allows us to further label items according to purpose and type.
Module outline
Here, we’ll configure the information we need to define how items are numbered and described in Upchain. This includes configuring a set of item numbering rules so that items are assigned the correct number as they are created, setting up custom item attributes in addition to the “out of the box” attributes to capture all required information about the item, and setting up a categorization scheme that allows us to further label items according to purpose and type.
We will approach this from the perspective of an example company, where we are looking to take a specific item numbering scheme that was already in place from a previous system and translate that into Upchain. We’ll also approach the item attributes and categorization topics in the same way.
This content takes approximately 1 hour and 5 minutes to complete. By the end, you should be able to:
Here, we introduce you to workflows in Upchain. We discuss what they are, what they’re for, and the sorts of objects governed by a workflow. We’ll also introduce you to the workflow editor and demonstrate the basic functions you’ll need to start creating and managing your own workflows.
Module outline
Here, we introduce you to workflows in Upchain. We discuss what they are, what they’re for, and the sorts of objects governed by a workflow. We’ll also introduce you to the workflow editor and demonstrate the basic functions you’ll need to start creating and managing your own workflows.
This content is intended as a basic introduction. Subsequent content explore workflows for specific objects, such as Change requests, in greater detail.
This content takes approximately 45 minutes to complete. By the end, you should be able to:
Explore the capabilities of the Change request workflow and discuss some possibilities for what you can include in your workflows. We’ll build an example workflow that incorporates additional checks by Upchain and by team members before releasing an item, and also look at how to create a workflow to obsolete an item.
Module outline
Explore the capabilities of the Change request workflow and discuss some possibilities for what you can include in your workflows. We’ll build an example workflow that incorporates additional checks by Upchain and by team members before releasing an item, and also look at how to create a workflow to obsolete an item.
This content takes approximately 60 minutes to complete. By the end, you should be able to:
Explore the capabilities of the Investigation request workflow and discuss some possibilities for what you can include in your workflows. We’ll build an example workflow that incorporates multiple people within an organization to demonstrate how an investigative process can involve everyone that is required. We’ll also explore and build a supplier RFQ workflow and discuss how this enables collaboration with external suppliers.
Module outline
Explore the capabilities of the Investigation request workflow and discuss some possibilities for what you can include in your workflows. We’ll build an example workflow that incorporates multiple people within an organization to demonstrate how an investigative process can involve everyone that is required. We’ll also explore and build a supplier RFQ workflow and discuss how this enables collaboration with external suppliers.
Many organizations have some sort of redlining process in place, where teams outside of engineering review the design and drawings and highlight areas that need attention. Throughout this content, we build a workflow that follows a fairly simple redlining process.
This content takes approximately 60 minutes to complete. By the end, you should be able to:
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