6 Steps to BIM 360 Docs Implementation

12 October 2020All, BIM 360, DocsBIM, Implementation, Services & Support, training



Autodesk BIM 360 Docs is the foundation of the BIM 360 products. It enables teams to manage such diverse project documents as 2D plans, building information modeling (BIM) 3D models, specifications, blueprints, and other documents. With Docs, sharing of project information can be controlled, and versioning and permissions reduce the risk of rework from using the wrong set of documents.

The Applied Software technical team offers an Up and Ready service to jump start your company’s use of BIM 360 Docs. These foundational services include:

  1. Implementation assistance.
  2. Fundamentals level training for proper implementation.
  3. Guidance with a pilot project and team.
  4. Technical support hours reserved for your use on the pilot project.
  5. Coaching and mentoring for your team to ensure the mastery of BIM 360 Docs and its workflow.
  6. BIM 360 project template for your trained team to use on future projects. 


BIM 360 Docs requires proper account and project set up during implementation, with appropriate user permissions and logical folder structures for different teams. This includes the mobile aspects of working seamlessly from the jobsite or the office. 

The Applied Software Up and Ready service employs process-oriented training, so your team members can learn to take advantage of a truly collaborative data workflow on your pilot project. Instructor-led, interactive remote training is employed for up to a dozen participants.


The product training session will provide an overview of the BIM 360 Docs environment, document management workflows, terminology, and global concepts. Your team members will gain a solid foundation for the process-oriented, hands-on training to follow. Product training is important for both project administrators and end users.

Designed specifically for project administrators, a separate administrative training session equips project admins with the skills to create and set up projects, invite users and establish permissions and workflows in BIM 360. 

A third training session familiarizes end users and project administrators with the typical workflows involved with a BIM 360 project.


In addition to the process-oriented training, the Applied Software technical experts partner with your team members to help them take full advantage of harnessing your new collaborative data workflow.


The Applied Software technical team reserves a block of remote technical support hours for your project’s team members for a period of 30 days once training begins. The support includes assistance with day-to-day use and maintenance of BIM 360 Docs and accounts, as well as user management. Applied Software remains on standby to assist you in working with Autodesk to resolve account issues which arise pertaining to the use of BIM 360 Docs projects and data.


An important feature of the Up and Ready service is providing mentoring as needed for project team members and administrators. Mentoring is provided for 30 days upon the commencement of training.


Beyond your pilot project, for maximum productivity getting started on your next project, your company receives a BIM 360 Docs project template for your trained team to use on future projects.

With Up and Ready implementation assistance, training, guidance, support, mentoring, and a template for setting up future projects, you’ll be managing your collaboration documents like an expert as quickly and efficiently as possible.

BIM 360 collaboration is one of the hottest trends in the industry today. Sure, you can go it alone and implement Docs to manage your diverse project documents. But why spend the time and take a hit to productivity experimenting with the best way to do that? The expert help is here for you to get Up and Ready and back to productive work quickly. To learn more about the BIM 360 Docs Up and Ready service, call Applied Software today and talk to a BIM 360 expert.  



New call-to-action

System Requirements for Bluebeam Revu 21

15 January 2024All, BluebeamRick Kremer

following are minimum and recommended requirements when using Bluebeam Revu with office documents and construction project documents

System Requirements for Autodesk Revit 2024

10 April 2023All, Architecture and Engineering, autodesk, Digital Transformation, MEP, RevitEric Daniel

List of system requirements for using Autodesk Revit 2024 and Revit LT 2024, entry level and performance level, plus Citrix,…

Important Bluebeam Announcement

4 April 2023All, Bluebeam, IT Services, Services & SupportDiana Ramirez

Bluebeam has announced the updated End of Life (EOL) date for Bluebeam Revu 2019 and older versions will now be…