WHAT IS IT:

Guide to walk through how to add documents to an issue that you created or have been assigned to.

HOW TO for CHECKLISTS:

STEP 1: Open the Autodesk website and find the correct project

STEP 2: Select Document Management

STEP 3: Under Project Files

    a:Find the folder where the document needs to go

    b: Select Upload Files or drag and drop the file into the correct folder

 

 

NEXT:

STEP 2: Select Field Management  

STEP 3: Select the Checklists tab

STEP 4: Select the checklist you need to add an attachment/document to

 

 

*You can upload a document to a specific item within the checklist or you can add a document to the overall checklist.

STEP 5: To add a document to a specific item, find the item and select Document

 


STEP 6: Select the document you uploaded into BIM 360

STEP 7: Hit Select

 

 

*You will notice the attachment within the specific item

  

  

STEP 8: To upload to the overall checklist, select Add Documents under the Checklist Instance Details on the right (select the blue in the right corner of the checklist if you don’t see Checklist Instance Details)

 

 


STEP 9: Find the document in the folder you uploaded it to. Note – you DO NOT have the option to upload from your desktop here, all files need to be in BIM 360 if adding to the overall checklist

STEP 10: Hit Select

 

 

*You will notice the attachment on the right. Continue to follow the steps above to add more documents to your checklist