Upchain enables version- and revision-control for your non-CAD documents, and offers powerful tools to share and collaborate on documents. 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. 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 completion, you will acquire the following skills:
These downloadable resources will be used to complete modules in this course:
Here, 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.
Module outline
Here, 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.
We’ll begin by discussing the lifecycle of a document, the different statuses a document can have, and what each status means. We’ll then explore how documents can be organized within your tenant using document categories. Finally, we’ll finish off by exploring where you can see the document categories that have been created in projects.
This content takes approximately 25 minutes to complete. By the end, you should be able to:
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.
Module outline
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.
This content is for anyone who may need to manage project-level documentation in the web application, and for users who may not be able to use the Microsoft Office plugins.
This content takes approximately 35 minutes to complete. By the end, you should be able to:
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.
Module outline
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.
This content takes approximately 35 minutes to complete. By the end, you should be able to:
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.
Module outline
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.
This content takes approximately 45 minutes to complete. By the end, you should be able to:
