This article will guide you through the process of creating file cards, updating data, uploading files and a lot more that you can do in the Files Canvas.
A file card is a 2-d representation of your file in a Space in the Canvas of a project. You can upload your file or document in the file card, provide necessary information about the file for better understanding and clarity.
To be able to create file cards, you'll need to be inside one of the file spaces in your project.
There are two separate ways of how you can do that:
By clicking the "➕" icon on top of your canvas
By double-clicking your left mouse button
Managing files cards also means tracking which collaborator is working on which card. Click on the file card and create a file name, file type, software and version.
You can select the File type and Software type available below
BIM Model Component
AutoCAD Civil 3D
Autodesk Insight 360
Digital Project Designer
Doc Set Manager
Oracle Primavera P6 EPPM
Oracle Primavera P6 PPM
Project Wise Navigator
Solibri Model Checker
You can search the File type and the Software type by using the search functionality
Upload attachments to the file cards by clicking on the Add Attachment button.
Select the file from your device (Local files saved on the computer) and add to your file card. You can also use the Drag & Drop feature to upload attachments.
Once you upload your file you can
Download current attachment
Convert to viewable format
Add new revision
To download the latest uploaded file just click on Download Current Attachment, and your file will be downloaded.
After uploading a file you can get a preview of the file
Here’s a glimpse of what you can do in 3D view,
You need to pay the required BIMcoins per file so that you can view it whenever you open it which vary from 1-2 BIMcoins per file.
This procedure describes how to add new version to your existing attachment
Revision history allows you to preview past versions of your attachment and revert to an earlier version
You can add a description of the attachment
Tagged people will see their names highlighted in their respective file cards. This helps users identify their most important action items.
A pop-up window will appear where you can select assignees by clicking on the empty fields next to their names. Click on SAVE CHANGES to save and proceed.