Professional | ~2 hr. 20 min.

Document Management with Upchain

Course | Outcomes and capabilities
Upchain enables version- and revision-control for your non-CAD documents, and offers powerful tools to share and collaborate on documents. In this course, you’ll explore how to work with and 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 version- and revision-control for your non-CAD documents, and offers powerful tools to share and collaborate on documents. In this course, you’ll explore how to work with and 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 completing this course, you will acquire the following skills:

  • Define each document status and explain how a document progresses through its lifecycle.
  • Identify how documents are organized within projects, items, and other Upchain objects.
  • View and markup documents.
  • Upload a document to a project, manage daily changes, and send it through a workflow to be published.
  • Leverage the Office plugins to manage Word, PowerPoint, and Excel documents. 

Course modules

~25 min.
Getting Started with Upchain Document Management
Module

In this module, we introduce you to organizing and managing non-CAD documents with Upchain. We’ll work with documents that support and provide additional information for projects and designs, such as PDFs, Word documents, presentations, spreadsheets, images, flowcharts, and executable files. Documents can be managed by almost anyone within your organization as long as they have at least a Participant license.

~35 min.
Working with Project Documents in Upchain
Module

In this module, we’ll learn how to manage project documents in the web application. We’ll begin by walking through a typical lifecycle of a document that is compatible with the PDF Viewer, starting with managing daily changes, sending it to a workflow, publishing it, revising it, and finally archiving a document. We’ll also demonstrate how to work with documents that are not compatible with the PDF Viewer. 

~35 min.
Working with Item Documents in Upchain
Module

In this module, we’ll explore how to manage documents associated with items in the web application. We’ll begin by demonstrating how to perform the initial upload of a document to both a document category and a specification type, manage daily changes, send it to a workflow, and finally publish it. We’ll also discuss how a document’s lifecycle is related to the item’s lifecycle and how you can ensure you manage both correctly.  

~45 min.
Office Plugins for Upchain
Module

In this module, we’ll explore how to manage documents using the Upchain for Office plugins. We’ll begin by demonstrating how to install the Upchain for Office plugins and log in. We’ll then look at how to perform the initial upload of a document to a document category, manage daily changes, link the document to an item or bill of materials, send it to a publishing workflow, and finally publish it. We’ll also briefly touch on how you can use the Office plugins to work with item documents.