Enable Key Documents Visibility

You can house critical documents in the Key Documents area of the Project Guidance tab so that other users have ready access to them in their native format.

You may opt to create/add a new container under the BIM container that you can then link to the Key Documents area in Step 5.

  1. In the navigation tree, select a BIM container to display the BIM Home page.
  2. Click Configure Project Protocols and click Key Documents.
  3. Click Edit.
  4. Take one of the following actions:
    • If you have not configured this feature before, click Not set, click to select.
    • If you have configured this feature before and want to change the associated container, click the x near the associated container. Then click Not set, click to select.

    The system displays the list of eligible containers that you can select from to link to Key Documents. Eligible containers are those which are under the BIM container.

  5. Select a container from the list that appears.
  6. Click Associate Container.
  7. Click Save.

The files from the associated container display in their native formats when you select the Project Guidance tab and click Key Documents.