Guide for Consultants during the Design phase

 

Article content

• File management and communication (Step 1)

• Phase shift (Step 2)

File management and communication (step 1)

The workspace is the ideal place for communication between Consultants and the Client. The files are uploaded in their respective folders, and from there on, the system makes sure to notify users with access to the documents before the end of the day.

Tips and tricks

• Guide for smart file handling
• You can send direct notifications regarding files for selected users. Right click on a file and select "Notify users and contacts". 
• Guide for changing notifications

Phase shift (step 2)

During phase shift and all other types of verification of set files and description, you can make use of the advantageous version sets.
Version sets is also applicable in terms of documentation, since it will always have a reference to the exact file.

Tips and tricks

• Guide for version sets – Learn how to create version sets and issue rights
• If you right click on a version set, you have the opportunity to choose the function “copy link” and send the link directly to users with access.
• Secure your documentation with Vault.
• Design Review of drawings and documents.