Document Management

Manage the flow and approval of documentation on your project.

File Manager (CDE)

• How to change the latest file in a Document Thread
• How to navigate a folder within File Manager.
• How to create a folder within File Manager (CDE).
• How to edit or delete a File Manager folder.
• How to upload an individual record within File Manager.
• How to bulk upload records within File Manager.
• How to upload a document revision within File Manager.
• How to locate and find the obi® Revit plugins.
• How to set up a review within File Manager
• How to download selected or all records in a ZIP file within File Manager?
• How to copy files from one folder to another in File Manager.
• How to send an external transmittal from file manager