BIM360 Document Management User Interface

Explore the user interface to increase productivity and optimize your workflow.

Learn how to navigate the user interface to increase productivity and optimize your workflow.

  1. Module Selector. Use to select the module you want to work with. Project administrators can invite members and set up folder permissions.
  2. Sets. Click to view and manage document sets. For more details, see Upload and Publish Documents.
  3. Plans. Use to manage, publish, and review the latest set of construction documents, in both 2D and 3D formats. This is the digital equivalent to the printed set of contract drawings for the project. For more details, see Plans and Project Files.
  4. Account/Project Selector. Use the drop-down list to select a desired account and project that you have access to.
  5. Navigation. Select the project folders, document reviews, or issues tabs.
  6. Document Search. Find documents and files in any folder and its subfolders.
  7. Document Log. Generate a log of all documents from a given folder or subfolder and send it by email as an Excel spreadsheet. For more details, see Document Log.
  8. Publish Log. View the chronological record of all activities in the publishing process. For more details, see Publish Log.
  9. Project Files. Manage any project document, including design data and all other document types. For example, photos, reports, schedules, budgets, requirements, etc. For more details, see Plans and Project Files.

Once you have BIM360 Doc's configured with your Project, then you can log in BIM360 in Estiamtor and see the Projects.