Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:00
[MUSIC PLAYING]
00:11
BRYSON ANDERSON: Autodesk Accelerators
00:12
are designed to help your team stay ahead
00:14
of the curve with the latest workflows.
00:15
These include on-demand courses, pre-recorded coaching,
00:18
as well as live coaching.
00:20
To see the full list of topics, visit the Customer Success Hub.
00:25
Take a moment to read over the Safe Harbor Statement.
00:28
This is a reminder that we may make statements
00:29
about future developments.
00:31
These are not intended to be a guarantee
00:32
but reflect our current expectations and assumptions.
00:37
Before we get started, let me introduce myself.
00:40
My name is Bryson Anderson.
00:41
I'm based out of Utah, been in the IT industry
00:44
for about 14 years now, the last 10 years
00:46
in the AEC marketplace working with firms
00:48
in all aspects of their IT, including
00:50
data management and collaboration
00:52
for Autodesk workflows.
00:54
Welcome to the Autodesk Accelerator Issue Document Sets
00:57
using Transmittals in Autodesk Docs.
01:02
Learning objectives for the session
01:04
are to create a folder structure for consuming transmittal data,
01:06
create a new transmittal, learn to configure a transmittal,
01:10
and understand how to view and consume a transmittal.
01:14
The workflow we're going to follow
01:15
is create a transmittal folder structure,
01:17
create a new transmittal, select files
01:20
would be included in the transmittal,
01:21
select the recipients for the transmittal to be sent to,
01:25
set permissions, finish the transmittal,
01:28
and look at view and consuming the transmittal.
01:31
Let's get started with our first topic,
01:33
create transmittal folder structure.
01:35
It's going to be the first step in our workflow.
01:38
Before creating a transmittal, the first thing
01:40
you should consider is, do you actually
01:42
need to do a transmittal or are you just trying
01:43
to share documents?
01:45
If you need to track the who, what,
01:46
when, and why of the data share, you probably
01:48
want to do a transmittal.
01:50
Using transmittals in Autodesk Docs,
01:52
you can keep that audit trail of who it
01:53
was sent to, what was sent, to who, when, and why.
01:57
So once we know we need to do a transmittal,
01:59
let's look at creating a transmittal in Autodesk Docs.
02:02
When we create the transmittal, we're
02:04
going to gather up files that we want to include
02:06
and send that transmittal out.
02:07
That's then kept in that transmittal,
02:09
and that's available to view.
02:10
But sometimes, we need to do something with that data,
02:12
share it with others that don't have access to the transmittal
02:15
or something outside of the built-in transmittal workflow.
02:18
If that's the case, we'll want to create a folder structure.
02:21
That folder structure can be set up wherever it makes sense
02:23
to you in project files.
02:25
Make sure you give proper access to those that you
02:27
want to have access to it.
02:28
You can also add permission down the line.
02:30
Creating the structure is pretty straightforward.
02:32
If you into Autodesk Docs on the web browser, go to the folder
02:36
where you want the subfolder to be.
02:37
Click the three dots here, and add subfolder.
02:40
Name that subfolder what you want.
02:43
Once you've got the folders created,
02:45
you can then go add permissions.
02:46
Again, this is not necessary for creating a transmittal itself.
02:50
But we'll use this towards the end
02:52
when we actually view and consume the transmittal,
02:54
so this could be done after the transmittal has been created.
02:57
But in this scenario, we'll go ahead and get it set up first.
02:60
Once we've got the folder structure and permissions
03:01
the way we want it, we can then move on
03:03
to actually creating a transmittal.
03:06
Let's look at the next step in our workflow,
03:08
create a new transmittal.
03:10
This is the second step in our work.
03:11
Transmittal can be created two ways, one
03:13
by going to the Create Transmittal
03:15
button on the Transmittals tab or by selecting multiple files,
03:19
clicking the three dots, and Create transmittal.
03:23
The files you're selecting are in multiple folders.
03:25
It's often much easier to do it through the Transmittals tab,
03:28
by clicking that blue Create transmittal button.
03:30
If you do it that way, it's going to have you add files.
03:33
So the first thing it's going to do
03:34
is pop up this window here and have you go through and narrow
03:37
down through each folder and select the files that you want
03:39
to be part of the transmittal.
03:41
Once we've got the files selected,
03:42
go ahead and click the Create button.
03:45
Once you hit that Create button, it'll
03:47
bring you to this Create transmittal window.
03:48
If you need to add more files, you
03:50
can always click Add files here and add more files at any time.
03:54
Now, we've got the transmittal started.
03:56
Let's go ahead and look at the next step,
03:59
configure and save the transmittal.
04:01
This is going to be the third step in our workflow.
04:03
We need to give the transmittal a title.
04:05
We also need to select the recipients who
04:07
we want this to go to.
04:08
The recipients can be individual members, companies, or roles.
04:12
We also need to set the permissions
04:13
for those, whether we want all recipients to be
04:15
able to see each other or just see themselves
04:18
on the transmittal.
04:19
We can add a message to clarify things.
04:21
We can also add more files.
04:23
Once we're satisfied with the transmittal,
04:25
we can go ahead and click Create.
04:27
Once we click Create, email notifications
04:29
are sent out to all recipients.
04:31
Here's a sample of what you'll get.
04:33
This is an Outlook.
04:34
A message telling us a transmittal event
04:36
and information about it with a link to view transmittal.
04:39
If you click this link here, it'll
04:40
take them out to Autodesk Docs where
04:42
they can view more information about that transmittal.
04:44
Let's go ahead and jump over to the demo
04:46
on creating a transmittal.
04:48
A transmittal is a formal means of sending files
04:50
to another project member or team.
04:52
The transmittals to an Autodesk Docs
04:53
lets you see a list of all the transmittals you're
04:56
involved in along with the details around the transmittals
04:58
and the data that's in them.
04:60
The first question we need to ask ourselves
05:02
is, do we need to actually use a transmittal or can we just
05:04
share project documents?
05:06
On a construction project, transmittals
05:08
provide specific proof of what was sent, who it was sent to,
05:11
and when it was sent.
05:12
So if we need that metadata behind it,
05:14
we need to have that audit trail of who it was sent to, when,
05:18
and why.
05:19
We can use a transmittal here in Autodesk Docs to track that.
05:23
So let's go ahead and look at how to do that.
05:26
Transmittals are done on the Transmittals tab.
05:28
I'm on the Docs tool here in Autodesk Docs.
05:31
If we come to that Transmittals tab and click Create
05:34
transmittal, it's going to begin that process.
05:36
So the first thing we're going to do is select a set of files
05:38
that we want to transmit.
05:41
So in this example, we'll go ahead and drill down
05:43
into this PDF folder and we'll share a PDF.
05:48
I could also come in and grab a Revit file.
05:52
What we can do is drill down through each of these folders,
05:54
select the files that we want, and hit Create.
05:58
Now, once you've created it, you can always add more files
06:00
here with this Add files button as you're going
06:02
through the transmittal setup.
06:04
So once we have the files added, let's
06:06
go ahead and give it a name.
06:09
Just call it "Transmit to team."
06:12
Now what we need to do is tell this
06:14
who we're sending to, whether it be individual people, roles,
06:17
companies, email addresses.
06:19
Who are we actually transmitting this to?
06:21
So I will say I'm transmitting to Sean.
06:23
I could also say I am transmitting
06:26
to the structural company.
06:28
Once I have the people or companies that I want selected,
06:32
I now need to set permissions.
06:34
So this permissions is of the recipients
06:37
that you're sending it to.
06:38
Can they see each other, or do you
06:40
not want them to be able to see who else
06:42
that the transmit was sent to?
06:44
So in this scenario, we'll say Can see all recipients.
06:47
That way, all recipients can see the other recipients
06:50
that are on the transmittal.
06:52
We can also add a message.
06:53
So if we want to add out a message about why we're
06:56
transmitting, what percentage of the project completion,
06:59
whatever it is that we want to convey to the person viewing
07:02
the transmittal, we can enter there in the message box.
07:05
Once we've added a message, we can look back through,
07:08
add any files if we need to, change up recipients, change
07:11
permissions, change the title.
07:12
When we're all ready to go, we can hit Create.
07:15
That's going to go ahead and create that transmittal.
07:19
You'll see the success message up here,
07:21
that the transmittal was sent, who it was sent to.
07:24
And that's it.
07:25
We've created the transmittal.
07:27
Anybody who is listed as receiving the transmittal
07:30
will get an email that says the transmittal was created.
07:33
This is that email they'll receive basically telling them
07:36
that a transmittal was created.
07:38
It's ready to view.
07:39
They can click this View transmittal button,
07:41
and it will take them right out to Autodesk Docs.
07:43
Now that we've got the transmittal created
07:45
and recipients are notified, let's
07:47
look at how those recipients can consume this transmittal data.
07:50
Now, that we've looked at creating transmittals,
07:52
let's look at viewing and consuming the transmittal.
07:55
This one's going to be a final step in our workflow.
07:57
If you're going to click that link in your email,
07:58
it's going to take you right here to the Transmittals tab
08:01
Autodesk Docs.
08:01
You can also manually go to Autodesk Docs
08:03
and go to the Transmittals tab to view
08:05
a list of all the transmittals that you have access to.
08:08
Clicking on will bring you here.
08:09
All the files that are included in the transmittal.
08:11
It will be here in this middle window as well as details
08:14
about what happened with the transmittal,
08:16
over here on the right-hand pane.
08:17
Clicking on any one of these files
08:19
will open the file in the web viewer.
08:22
At the top, there's also a download ZIP files.
08:24
What this will do is download the entire contents
08:26
of the transmittal.
08:27
It'll ZIP all those files together and download a copy
08:30
to your computer.
08:31
Once you have that ZIP file downloaded,
08:33
you can extract that and you've got
08:35
the contents of that transmittal locally on your machine.
08:38
At this point, you can do whatever
08:40
you need to do with that data.
08:41
In some instances, like we talked
08:42
about at the beginning of this, you
08:43
may need to consume that transmittal data
08:45
for some purpose or give access to that data
08:47
to people who don't have access to the transmittals.
08:49
You can take this information that you extracted,
08:52
all of these files, and then re-upload them
08:54
to Autodesk Docs in a new folder.
08:56
That folder structure that we created earlier,
08:58
that transmittal data folder where we're
08:60
going to store some of this transmittal information,
09:03
we can just click Upload Files and select the files.
09:05
Or if it's a larger data set, you
09:07
can bring them in using the Autodesk Desktop Connector.
09:10
One thing to keep in mind is this
09:11
is taking the files outside of the Transmittals
09:13
tool inside Autodesk Docs.
09:15
The files that we see inside the transmittal are not editable.
09:18
They're inside that transmittal in the point in time
09:21
they were created.
09:22
If we need to consume this transmittal data
09:24
or give access to it, we can do it
09:26
by re-uploading the files to a new location.
09:29
Now, in many locations, data originated
09:31
from a folder inside BIM 360.
09:34
And users may have access to view that same information
09:37
in those other folders.
09:38
When we're uploading this, we're making a copy of that.
09:40
So we have the original that the transmittal
09:43
was created from, the point in time inside the transmittal.
09:46
This is taking it outside of that and re-uploading it,
09:49
so we'd only do this if we need to give someone
09:51
access who doesn't have access to the original data
09:53
or to the transmittal data or if we
09:55
need to do something with this data after we've consumed it.
09:58
Once that data has been uploaded,
09:59
it can then be viewed, marked up, whatever
10:01
you need to do with it.
10:02
Let's go ahead and jump over to the demo video on a viewing
10:05
and consuming transmittals.
10:07
Transmittals created through Autodesk Docs track and keep
10:10
an audit trail of who sent what to who, when, and why.
10:14
All that information can be found here
10:15
on the Transmittals tab.
10:18
You can come here to the Transmittals tab anytime
10:20
and view transmittals that you are a part of.
10:22
Every time a new transmittal is created
10:24
and you are a recipient of the transmittal,
10:26
you will get an email, such as this, telling you
10:29
that the new transmittal has been created
10:30
and it's ready to view.
10:31
You can view it through this link
10:33
or by coming just to the Transmittals
10:36
tab in Autodesk Docs.
10:38
To view a transmittal, we just simply click on it.
10:40
It's going to open us up to the transmittal window
10:43
where we can see who it was sent to.
10:45
We have details around who the sender was
10:47
and who the recipient or recipients were.
10:49
We also have a list of all the files
10:51
that were in it and then some tools
10:54
here to download ZIP files or export a report out.
10:56
We can also view any of the files here in the list
10:59
by simply clicking on them.
11:00
So here's a Revit model.
11:02
If we click on that Revit model here
11:03
in the transmittals window, it will open in the web viewer.
11:07
There are some tools within here for navigation.
11:09
We can switch between sheets and views.
11:12
Our pan, zoom, orbit tools, our measure tool, section cut tool.
11:16
We also can create issues through here.
11:18
So there's another accelerator on how to create issues.
11:21
See that video for more information, but issues
11:23
can also be created on files within a transmittal.
11:26
There's also a compare tool up here in the right corner.
11:29
We can click this Compare documents.
11:31
We can select the version that we
11:33
have in the transmittal and an older version
11:35
and compare them to see what's changed.
11:37
So if we want to visualize what's
11:39
changed between an old version and a new version that's
11:42
here in the transmittal, we can do that.
11:44
There are no changes between the versions here,
11:46
but those would be specified here.
11:48
When you're finished viewing the file,
11:50
you can just click this X to close it.
11:52
It takes you back to that transmittal window.
11:54
If we want to spit out a report, we
11:56
can click this dropdown and click Export report.
11:60
And a report like this is generated.
12:02
This is opened here in Excel, and it's
12:04
going to tell us some of the details
12:06
that we had inside that transmittal.
12:08
If we need to do more with the transmittal data
12:10
than just view it here, we can also click Download ZIP file
12:14
and it will download a ZIP containing
12:17
all of the files in that transmittal.
12:20
So you'll see that downloading here.
12:21
You can then take that ZIP file, unzip it,
12:24
and you'll have access to all the files
12:26
that were in here in the version that they were transmitted at.
12:28
So even if that file has been edited
12:31
where it's stored in the files of Docs, if it's been edited
12:34
and it's now version
12:37
is the version that will always exist here in the transmittal.
12:39
We can always come back, view that version here,
12:42
or download a copy of everything within the transmittal.
12:46
We also may run into a scenario where a transmittal is sent
12:50
but people that it wasn't explicitly sent to need access
12:53
to view that data, to consume that data,
12:55
to do something with it other than just view it here
12:57
in the transmittal.
12:58
Or like I said, maybe they don't even have access
13:00
to view the transmittal.
13:01
Well another thing that you can do
13:03
is download that ZIP file, extract out
13:05
those files, and then upload those
13:08
to a different directory within Autodesk Docs
13:11
so that we can give access to whoever we want.
13:14
Let me show you what I'm talking about.
13:15
I've got open here, on the left, the contents of that ZIP
13:18
folder.
13:18
It's unzipped to my Downloads folder.
13:21
These are the contents from within that ZIP file.
13:24
Also, over here on the right-hand side,
13:25
I've got the Desktop Connector open to my project.
13:28
And I created a transmittal data folder and then
13:32
folders for different teams underneath that.
13:34
So if there are teams that, like we talked about,
13:36
need to view this that weren't part of the transmittal
13:38
or they need to do something with the data,
13:40
you can create whatever folder structure
13:43
you want in Autodesk Docs.
13:45
And then copy and paste these back into it.
13:47
So for example, I could grab these here.
13:51
And I am going to paste them into the MEP folder.
13:54
Let's say I'm the MEP group that needs access to these files.
14:00
So now, using the Desktop Connector,
14:02
I'm putting these files back into Autodesk Docs.
14:04
And now, I can give access to whoever I want to this MEP team
14:07
where they can view it in that version.
14:09
They can consume it for whatever process they need.
14:12
But this is a great way to give access
14:14
to that transmitted data outside of the Transmittals tab.
14:17
Jumping back over to Autodesk Docs,
14:19
you'll see those files uploaded here.
14:21
So there's a couple of different ways
14:23
to look at consuming that transmittal data.
14:25
The transmittals are always kept here on the Transmittals tab.
14:27
This is going to be that audit trail of everything that
14:31
was done.
14:32
But we can also download that ZIP file and upload it
14:35
back to Autodesk Docs to give other people access to it.
14:39
The Transmittals tool Autodesk Docs
14:41
is a very easy-to-use tool, but it gives you
14:44
that audit trail to keep track of what was sent to who
14:47
and when.
14:48
And with that, thank you for joining this Autodesk
14:50
Accelerator.
14:51
There's some additional resources available to you.
14:53
On the Customer Success Hub, customersuccess.autodesk.com
14:57
there's more courses, learning paths,
14:59
recorded coaching sessions, some more live coaching topics.
15:02
They're similar topics to this as well as
15:04
topics across the entire Autodesk platform.
15:07
That's all available to you on the Customer Success Hub,
15:09
so go check it out.
15:10
And with that, thanks for joining this session
15:12
and have a fantastic day.
Video transcript
00:00
[MUSIC PLAYING]
00:11
BRYSON ANDERSON: Autodesk Accelerators
00:12
are designed to help your team stay ahead
00:14
of the curve with the latest workflows.
00:15
These include on-demand courses, pre-recorded coaching,
00:18
as well as live coaching.
00:20
To see the full list of topics, visit the Customer Success Hub.
00:25
Take a moment to read over the Safe Harbor Statement.
00:28
This is a reminder that we may make statements
00:29
about future developments.
00:31
These are not intended to be a guarantee
00:32
but reflect our current expectations and assumptions.
00:37
Before we get started, let me introduce myself.
00:40
My name is Bryson Anderson.
00:41
I'm based out of Utah, been in the IT industry
00:44
for about 14 years now, the last 10 years
00:46
in the AEC marketplace working with firms
00:48
in all aspects of their IT, including
00:50
data management and collaboration
00:52
for Autodesk workflows.
00:54
Welcome to the Autodesk Accelerator Issue Document Sets
00:57
using Transmittals in Autodesk Docs.
01:02
Learning objectives for the session
01:04
are to create a folder structure for consuming transmittal data,
01:06
create a new transmittal, learn to configure a transmittal,
01:10
and understand how to view and consume a transmittal.
01:14
The workflow we're going to follow
01:15
is create a transmittal folder structure,
01:17
create a new transmittal, select files
01:20
would be included in the transmittal,
01:21
select the recipients for the transmittal to be sent to,
01:25
set permissions, finish the transmittal,
01:28
and look at view and consuming the transmittal.
01:31
Let's get started with our first topic,
01:33
create transmittal folder structure.
01:35
It's going to be the first step in our workflow.
01:38
Before creating a transmittal, the first thing
01:40
you should consider is, do you actually
01:42
need to do a transmittal or are you just trying
01:43
to share documents?
01:45
If you need to track the who, what,
01:46
when, and why of the data share, you probably
01:48
want to do a transmittal.
01:50
Using transmittals in Autodesk Docs,
01:52
you can keep that audit trail of who it
01:53
was sent to, what was sent, to who, when, and why.
01:57
So once we know we need to do a transmittal,
01:59
let's look at creating a transmittal in Autodesk Docs.
02:02
When we create the transmittal, we're
02:04
going to gather up files that we want to include
02:06
and send that transmittal out.
02:07
That's then kept in that transmittal,
02:09
and that's available to view.
02:10
But sometimes, we need to do something with that data,
02:12
share it with others that don't have access to the transmittal
02:15
or something outside of the built-in transmittal workflow.
02:18
If that's the case, we'll want to create a folder structure.
02:21
That folder structure can be set up wherever it makes sense
02:23
to you in project files.
02:25
Make sure you give proper access to those that you
02:27
want to have access to it.
02:28
You can also add permission down the line.
02:30
Creating the structure is pretty straightforward.
02:32
If you into Autodesk Docs on the web browser, go to the folder
02:36
where you want the subfolder to be.
02:37
Click the three dots here, and add subfolder.
02:40
Name that subfolder what you want.
02:43
Once you've got the folders created,
02:45
you can then go add permissions.
02:46
Again, this is not necessary for creating a transmittal itself.
02:50
But we'll use this towards the end
02:52
when we actually view and consume the transmittal,
02:54
so this could be done after the transmittal has been created.
02:57
But in this scenario, we'll go ahead and get it set up first.
02:60
Once we've got the folder structure and permissions
03:01
the way we want it, we can then move on
03:03
to actually creating a transmittal.
03:06
Let's look at the next step in our workflow,
03:08
create a new transmittal.
03:10
This is the second step in our work.
03:11
Transmittal can be created two ways, one
03:13
by going to the Create Transmittal
03:15
button on the Transmittals tab or by selecting multiple files,
03:19
clicking the three dots, and Create transmittal.
03:23
The files you're selecting are in multiple folders.
03:25
It's often much easier to do it through the Transmittals tab,
03:28
by clicking that blue Create transmittal button.
03:30
If you do it that way, it's going to have you add files.
03:33
So the first thing it's going to do
03:34
is pop up this window here and have you go through and narrow
03:37
down through each folder and select the files that you want
03:39
to be part of the transmittal.
03:41
Once we've got the files selected,
03:42
go ahead and click the Create button.
03:45
Once you hit that Create button, it'll
03:47
bring you to this Create transmittal window.
03:48
If you need to add more files, you
03:50
can always click Add files here and add more files at any time.
03:54
Now, we've got the transmittal started.
03:56
Let's go ahead and look at the next step,
03:59
configure and save the transmittal.
04:01
This is going to be the third step in our workflow.
04:03
We need to give the transmittal a title.
04:05
We also need to select the recipients who
04:07
we want this to go to.
04:08
The recipients can be individual members, companies, or roles.
04:12
We also need to set the permissions
04:13
for those, whether we want all recipients to be
04:15
able to see each other or just see themselves
04:18
on the transmittal.
04:19
We can add a message to clarify things.
04:21
We can also add more files.
04:23
Once we're satisfied with the transmittal,
04:25
we can go ahead and click Create.
04:27
Once we click Create, email notifications
04:29
are sent out to all recipients.
04:31
Here's a sample of what you'll get.
04:33
This is an Outlook.
04:34
A message telling us a transmittal event
04:36
and information about it with a link to view transmittal.
04:39
If you click this link here, it'll
04:40
take them out to Autodesk Docs where
04:42
they can view more information about that transmittal.
04:44
Let's go ahead and jump over to the demo
04:46
on creating a transmittal.
04:48
A transmittal is a formal means of sending files
04:50
to another project member or team.
04:52
The transmittals to an Autodesk Docs
04:53
lets you see a list of all the transmittals you're
04:56
involved in along with the details around the transmittals
04:58
and the data that's in them.
04:60
The first question we need to ask ourselves
05:02
is, do we need to actually use a transmittal or can we just
05:04
share project documents?
05:06
On a construction project, transmittals
05:08
provide specific proof of what was sent, who it was sent to,
05:11
and when it was sent.
05:12
So if we need that metadata behind it,
05:14
we need to have that audit trail of who it was sent to, when,
05:18
and why.
05:19
We can use a transmittal here in Autodesk Docs to track that.
05:23
So let's go ahead and look at how to do that.
05:26
Transmittals are done on the Transmittals tab.
05:28
I'm on the Docs tool here in Autodesk Docs.
05:31
If we come to that Transmittals tab and click Create
05:34
transmittal, it's going to begin that process.
05:36
So the first thing we're going to do is select a set of files
05:38
that we want to transmit.
05:41
So in this example, we'll go ahead and drill down
05:43
into this PDF folder and we'll share a PDF.
05:48
I could also come in and grab a Revit file.
05:52
What we can do is drill down through each of these folders,
05:54
select the files that we want, and hit Create.
05:58
Now, once you've created it, you can always add more files
06:00
here with this Add files button as you're going
06:02
through the transmittal setup.
06:04
So once we have the files added, let's
06:06
go ahead and give it a name.
06:09
Just call it "Transmit to team."
06:12
Now what we need to do is tell this
06:14
who we're sending to, whether it be individual people, roles,
06:17
companies, email addresses.
06:19
Who are we actually transmitting this to?
06:21
So I will say I'm transmitting to Sean.
06:23
I could also say I am transmitting
06:26
to the structural company.
06:28
Once I have the people or companies that I want selected,
06:32
I now need to set permissions.
06:34
So this permissions is of the recipients
06:37
that you're sending it to.
06:38
Can they see each other, or do you
06:40
not want them to be able to see who else
06:42
that the transmit was sent to?
06:44
So in this scenario, we'll say Can see all recipients.
06:47
That way, all recipients can see the other recipients
06:50
that are on the transmittal.
06:52
We can also add a message.
06:53
So if we want to add out a message about why we're
06:56
transmitting, what percentage of the project completion,
06:59
whatever it is that we want to convey to the person viewing
07:02
the transmittal, we can enter there in the message box.
07:05
Once we've added a message, we can look back through,
07:08
add any files if we need to, change up recipients, change
07:11
permissions, change the title.
07:12
When we're all ready to go, we can hit Create.
07:15
That's going to go ahead and create that transmittal.
07:19
You'll see the success message up here,
07:21
that the transmittal was sent, who it was sent to.
07:24
And that's it.
07:25
We've created the transmittal.
07:27
Anybody who is listed as receiving the transmittal
07:30
will get an email that says the transmittal was created.
07:33
This is that email they'll receive basically telling them
07:36
that a transmittal was created.
07:38
It's ready to view.
07:39
They can click this View transmittal button,
07:41
and it will take them right out to Autodesk Docs.
07:43
Now that we've got the transmittal created
07:45
and recipients are notified, let's
07:47
look at how those recipients can consume this transmittal data.
07:50
Now, that we've looked at creating transmittals,
07:52
let's look at viewing and consuming the transmittal.
07:55
This one's going to be a final step in our workflow.
07:57
If you're going to click that link in your email,
07:58
it's going to take you right here to the Transmittals tab
08:01
Autodesk Docs.
08:01
You can also manually go to Autodesk Docs
08:03
and go to the Transmittals tab to view
08:05
a list of all the transmittals that you have access to.
08:08
Clicking on will bring you here.
08:09
All the files that are included in the transmittal.
08:11
It will be here in this middle window as well as details
08:14
about what happened with the transmittal,
08:16
over here on the right-hand pane.
08:17
Clicking on any one of these files
08:19
will open the file in the web viewer.
08:22
At the top, there's also a download ZIP files.
08:24
What this will do is download the entire contents
08:26
of the transmittal.
08:27
It'll ZIP all those files together and download a copy
08:30
to your computer.
08:31
Once you have that ZIP file downloaded,
08:33
you can extract that and you've got
08:35
the contents of that transmittal locally on your machine.
08:38
At this point, you can do whatever
08:40
you need to do with that data.
08:41
In some instances, like we talked
08:42
about at the beginning of this, you
08:43
may need to consume that transmittal data
08:45
for some purpose or give access to that data
08:47
to people who don't have access to the transmittals.
08:49
You can take this information that you extracted,
08:52
all of these files, and then re-upload them
08:54
to Autodesk Docs in a new folder.
08:56
That folder structure that we created earlier,
08:58
that transmittal data folder where we're
08:60
going to store some of this transmittal information,
09:03
we can just click Upload Files and select the files.
09:05
Or if it's a larger data set, you
09:07
can bring them in using the Autodesk Desktop Connector.
09:10
One thing to keep in mind is this
09:11
is taking the files outside of the Transmittals
09:13
tool inside Autodesk Docs.
09:15
The files that we see inside the transmittal are not editable.
09:18
They're inside that transmittal in the point in time
09:21
they were created.
09:22
If we need to consume this transmittal data
09:24
or give access to it, we can do it
09:26
by re-uploading the files to a new location.
09:29
Now, in many locations, data originated
09:31
from a folder inside BIM 360.
09:34
And users may have access to view that same information
09:37
in those other folders.
09:38
When we're uploading this, we're making a copy of that.
09:40
So we have the original that the transmittal
09:43
was created from, the point in time inside the transmittal.
09:46
This is taking it outside of that and re-uploading it,
09:49
so we'd only do this if we need to give someone
09:51
access who doesn't have access to the original data
09:53
or to the transmittal data or if we
09:55
need to do something with this data after we've consumed it.
09:58
Once that data has been uploaded,
09:59
it can then be viewed, marked up, whatever
10:01
you need to do with it.
10:02
Let's go ahead and jump over to the demo video on a viewing
10:05
and consuming transmittals.
10:07
Transmittals created through Autodesk Docs track and keep
10:10
an audit trail of who sent what to who, when, and why.
10:14
All that information can be found here
10:15
on the Transmittals tab.
10:18
You can come here to the Transmittals tab anytime
10:20
and view transmittals that you are a part of.
10:22
Every time a new transmittal is created
10:24
and you are a recipient of the transmittal,
10:26
you will get an email, such as this, telling you
10:29
that the new transmittal has been created
10:30
and it's ready to view.
10:31
You can view it through this link
10:33
or by coming just to the Transmittals
10:36
tab in Autodesk Docs.
10:38
To view a transmittal, we just simply click on it.
10:40
It's going to open us up to the transmittal window
10:43
where we can see who it was sent to.
10:45
We have details around who the sender was
10:47
and who the recipient or recipients were.
10:49
We also have a list of all the files
10:51
that were in it and then some tools
10:54
here to download ZIP files or export a report out.
10:56
We can also view any of the files here in the list
10:59
by simply clicking on them.
11:00
So here's a Revit model.
11:02
If we click on that Revit model here
11:03
in the transmittals window, it will open in the web viewer.
11:07
There are some tools within here for navigation.
11:09
We can switch between sheets and views.
11:12
Our pan, zoom, orbit tools, our measure tool, section cut tool.
11:16
We also can create issues through here.
11:18
So there's another accelerator on how to create issues.
11:21
See that video for more information, but issues
11:23
can also be created on files within a transmittal.
11:26
There's also a compare tool up here in the right corner.
11:29
We can click this Compare documents.
11:31
We can select the version that we
11:33
have in the transmittal and an older version
11:35
and compare them to see what's changed.
11:37
So if we want to visualize what's
11:39
changed between an old version and a new version that's
11:42
here in the transmittal, we can do that.
11:44
There are no changes between the versions here,
11:46
but those would be specified here.
11:48
When you're finished viewing the file,
11:50
you can just click this X to close it.
11:52
It takes you back to that transmittal window.
11:54
If we want to spit out a report, we
11:56
can click this dropdown and click Export report.
11:60
And a report like this is generated.
12:02
This is opened here in Excel, and it's
12:04
going to tell us some of the details
12:06
that we had inside that transmittal.
12:08
If we need to do more with the transmittal data
12:10
than just view it here, we can also click Download ZIP file
12:14
and it will download a ZIP containing
12:17
all of the files in that transmittal.
12:20
So you'll see that downloading here.
12:21
You can then take that ZIP file, unzip it,
12:24
and you'll have access to all the files
12:26
that were in here in the version that they were transmitted at.
12:28
So even if that file has been edited
12:31
where it's stored in the files of Docs, if it's been edited
12:34
and it's now version
12:37
is the version that will always exist here in the transmittal.
12:39
We can always come back, view that version here,
12:42
or download a copy of everything within the transmittal.
12:46
We also may run into a scenario where a transmittal is sent
12:50
but people that it wasn't explicitly sent to need access
12:53
to view that data, to consume that data,
12:55
to do something with it other than just view it here
12:57
in the transmittal.
12:58
Or like I said, maybe they don't even have access
13:00
to view the transmittal.
13:01
Well another thing that you can do
13:03
is download that ZIP file, extract out
13:05
those files, and then upload those
13:08
to a different directory within Autodesk Docs
13:11
so that we can give access to whoever we want.
13:14
Let me show you what I'm talking about.
13:15
I've got open here, on the left, the contents of that ZIP
13:18
folder.
13:18
It's unzipped to my Downloads folder.
13:21
These are the contents from within that ZIP file.
13:24
Also, over here on the right-hand side,
13:25
I've got the Desktop Connector open to my project.
13:28
And I created a transmittal data folder and then
13:32
folders for different teams underneath that.
13:34
So if there are teams that, like we talked about,
13:36
need to view this that weren't part of the transmittal
13:38
or they need to do something with the data,
13:40
you can create whatever folder structure
13:43
you want in Autodesk Docs.
13:45
And then copy and paste these back into it.
13:47
So for example, I could grab these here.
13:51
And I am going to paste them into the MEP folder.
13:54
Let's say I'm the MEP group that needs access to these files.
14:00
So now, using the Desktop Connector,
14:02
I'm putting these files back into Autodesk Docs.
14:04
And now, I can give access to whoever I want to this MEP team
14:07
where they can view it in that version.
14:09
They can consume it for whatever process they need.
14:12
But this is a great way to give access
14:14
to that transmitted data outside of the Transmittals tab.
14:17
Jumping back over to Autodesk Docs,
14:19
you'll see those files uploaded here.
14:21
So there's a couple of different ways
14:23
to look at consuming that transmittal data.
14:25
The transmittals are always kept here on the Transmittals tab.
14:27
This is going to be that audit trail of everything that
14:31
was done.
14:32
But we can also download that ZIP file and upload it
14:35
back to Autodesk Docs to give other people access to it.
14:39
The Transmittals tool Autodesk Docs
14:41
is a very easy-to-use tool, but it gives you
14:44
that audit trail to keep track of what was sent to who
14:47
and when.
14:48
And with that, thank you for joining this Autodesk
14:50
Accelerator.
14:51
There's some additional resources available to you.
14:53
On the Customer Success Hub, customersuccess.autodesk.com
14:57
there's more courses, learning paths,
14:59
recorded coaching sessions, some more live coaching topics.
15:02
They're similar topics to this as well as
15:04
topics across the entire Autodesk platform.
15:07
That's all available to you on the Customer Success Hub,
15:09
so go check it out.
15:10
And with that, thanks for joining this session
15:12
and have a fantastic day.
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