Success Plan: Document Management for Architecture, Engineering, and Construction Maturity 2

The ability to manage the processes and practices for the creation, review, modification, issuance, distribution, and accessibility of documents.


Course overview

The ability to manage the processes and practices for the creation, review, modification, issuance, distribution, and accessibility of documents. Do you want to have a single source of digital documents, models, and information in the cloud with versioning and auditing at project level?​

  • Any of the modules in this course will help you accomplish any of the objectives above. Simply get started in the module of your choice depending upon the technology that your team has access to.

Course outline

20 min.

Model Coordination setup

Welcome to Model Coordination Setup for Automatic Clash Detection. Cloud-based collaboration fundamentally changed the way the AEC industry worked by allowing various disciplines to work in a real collaborative way. The Model Coordinate module, which is included in the BIM Collaborate Pro and BIM Collaborate offerings, takes it to the next level by allowing the teams to automatically detect, review, and resolve clashes on their projects. In this module, you learn how to activate the Model Coordination service on a cloud-based project and then create one or multiple Coordination Spaces. You then understand the file formats that can be used for clash detection using the Model Coordination module. You then set up and upload Autodesk Revit models for automatic clash detection. Finally, you familiarize yourself with the Model Coordination Interface.

Welcome to Model Coordination Setup for Automatic Clash Detection. Cloud-based collaboration fundamentally changed the way the AEC industry worked by allowing various disciplines to work in a real collaborative way. The Model Coordinate module, which is included in the BIM Collaborate Pro and BIM Collaborate offerings, takes it to the next level by allowing the teams to automatically detect, review, and resolve clashes on their projects. In this module, you learn how to activate the Model Coordination service on a cloud-based project and then create one or multiple Coordination Spaces. You then understand the file formats that can be used for clash detection using the Model Coordination module. You then set up and upload Autodesk Revit models for automatic clash detection. Finally, you familiarize yourself with the Model Coordination Interface.

This module takes approximately 20 minutes to complete. By the end of the module, you should be able to: 

  • Activate the BIM 360 Model Coordination Service and create Coordination Spaces 
  • Set up Revit models for Automatic Clash Detection
  • Familiarize yourself with the Model Coordinate Interface 

Module pre-requisites

This module requires user-level knowledge of BIM 360 and is focused on best practices and its industry applications. If you don't have experiences with this product, we recommend you to take foundational training using one of the resources below:

About the author

This module was created by Deepak Maini.

Before you start

  • Please make sure you have the BIM 360 software loaded.
  • If you have technical difficulties, please reach out to product support


25 min.

Coaching: Upload Models and Documents to the Cloud Using Autodesk Docs

Using cloud-based software for document management enables remote teams working on-site to easily connect with those working in the office or from home. In this module, you learn how to upload document sets and models to Autodesk Docs and issue them to project team members. This connectivity helps to prevent rework, as all documents are stored in one central location, and promotes a more streamlined process for distributing and sharing files.

Using cloud-based software for document management enables remote teams working on-site to easily connect with those working in the office or from home. In this module, you learn how to upload document sets and models to Autodesk Docs and issue them to project team members. This connectivity helps to prevent rework, as all documents are stored in one central location, and promotes a more streamlined process for distributing and sharing files.

This module takes approximately 25 minues to complete. By the end of the module, you should be able to: 
  • Create folders in Autodesk Docs 
  • Evaluate where to upload data based on its type and requirements 
  • Upload project data to the Project Files Location 


20 min.

Coaching: Synchronize Changes with the Cloud

In this module, you will learn how to synchronize changes from Revit with the cloud to make sure all updates on the model can be accessed by everyone on the internal/external teams using Autodesk Docs.

In this module, you will learn how to synchronize changes from Revit with the cloud to make sure all updates on the model can be accessed by everyone on the internal/external teams using Autodesk Docs.

This module takes approximately 20 minutes to complete. By the end of the module, you should be able to: 
  • Sync Revit changes back to the cloud central file 
  • Initiate collaboration to the cloud on a Revit model
  • Understand the difference between syncing changes to the cloud and publishing the latest to Docs 


1 min.

Find a partner

Work with your Autodesk partner to train your team.

If you have attempted to implement your Autodesk technology on your own and still have questions, working with your Autodesk partner would be the best next step. If you are not already working with an Autodesk Partner, find a partner today.