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

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PRESENTER: Starting on our project home screen,

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we will navigate to document management module again.

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Once on the document management module,

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we will select the PDF number

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Once this file is open, we will then

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start to investigate the markup tools that

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are available inside BIM360.

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Our markup tools are located over here

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on the right side of our screen.

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We're able to easily communicate with our design team

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by adding the information directly

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

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The markup tools are also available in the project files

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folders for any documents that you may have uploaded there.

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

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a markup in our drawing.

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

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is part of the project can see the markets that

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have been created for this particular sheet.

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We can go over to our markups tab

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and change that status if we so desire.

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And now we're included in another markup.

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

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

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

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that we're adding to our documents.

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

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we can then come back to any of the markups

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

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You see that BIM360 then moves the focus to the markup

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

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become available to us for markups.

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

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that give us access to controlling

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the way the document displays in our browser,

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as well as full control over the layers

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that were published through Civil 3D.

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

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We can create an issue around a specific area

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or mark the issue location inside the documents in BIM360.

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Once we have marked the issue, we

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are given the opportunity to provide

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some additional information about that issue,

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as well as assigning the issue to a specific individual

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in our BIM360 project and assign a due date

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for that specific issue.

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We are given the opportunity to provide

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some additional information via a description

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and a root cause for this issue as being displayed.

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As previously mentioned, when you

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

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you are not overwriting or losing

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your previous documentation, but merely adding a new version

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of that particular file.

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This gives you the ability to revert back

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or to compare those documents as we showed earlier.

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Now we'll migrate back to the insights module

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to take a look at our home dashboard

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to find out about any issues or any information

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about our project that is important to us.

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We will now migrate back over into the document management

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

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understanding that we have the ability

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to go back to a previous version of a document

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that we have saved up into the BIM360 portal.

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This gives us the opportunity to restore a document that

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may have been removed by mistake or revert back

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

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Also know that you have access to a trash

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facility inside BIM360 so your documentation is never deleted

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permanently from your project.

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You do have access to go back to those particular files

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that you have removed.

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

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to the first version of this particular drawing,

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

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as we intended it to be shown.