Documents

Estimated reading: 2 minutes

BEXEL Docs is a module for storing and managing all project documents and their various versions within the cloud‑based document management system. Documents can be linked to BIM model elements or groups of elements to allow user to maintain seamless control and coordination throughout the entire project lifecycle.

1. Navigate to Documents Module to see all project documentation uploaded to the server

2. List of uploaded folder structure is visible on the left-hand side of the module. The list of containing documents is visible on the right-hand side

3. Access rights can be set to each of the folders and files by clicking on the Edit Access Right button. Possible User rights are:

  • No Access
  • Read
  • Read/Write
  • Read/Write, Set Permissions

4. Each document can be linked to the selected model elements in Viewer. To link selected elements to a document, use Link Selected Elements button

5. To view elements linked to a specific document, enable Show in Viewer and select a document from the list

6. To view which document selected elements are linked to, enable Filter by Element Selection and select an element in the 3D view

7. The user has the option to replace each file with a new version by selecting Replace File button

8. The upload history and all file versions are visible by clicking the View History button

9. To unlink selected model elements from a document, click on Unlink Selected Elements

10. To unlink all elements, select Unlink All

11. Upload new files or folders using Upload button

12. Initiate the process of document approval in the BCF Manager module by clicking the Request Document Approval button

Note

To ensure optimal model loading and performance, avoid linking a large number of elements (e.g., all elements on a single floor) to a large number of documents. If such cases are required, it is recommended to use the Document Set feature in the BCF Manager module.