Project Center Document Control

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Learning Path Courses:

Adding Record Documents

This course is designed for Project Center users who are responsible for document control. The material presented in this course helps you gain an understanding of the following topics: How to add individual record documents How to add record documents from files How to import record documents from the Excel spreadsheet template How to use Newforma Project Information Link to add sheets (sync) from Revit Approximate Duration: 30 minutes
Issuing Record Documents and Packages

This course is designed for Project Center users who are responsible for document control. NOTE: It is recommended to view the Document Control- Adding Record Documents course before starting this course. The material presented in this course helps you gain an understanding of the following topics: How to create a record document package in the Document Control Activity Center How to view packages in Document Control How to issue record document packages to team members Approximate Duration: 20 minutes
Maintain Ongoing Revisions and Generate Reports

This course is designed for Project Center users who are responsible for Document Control. Note: It is recommended to review the other Document Control courses "Adding Record Documents" and "Issuing Record Documents and Packages" before viewing this course. Also, there are functions that reference Revit. If you are a Revit user, it is recommended you view the Building Information Management (BIM) Learning Path. The material presented in this course helps you gain an understanding of the following topics: How to maintain ongoing revisions from files How Newforma auto-links revisions How to manually link revisions from files How to generate log and document register reports Approximate Duration: 20 minutes