How can I create a document form?

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Getting started

Workboards

Users

Files and documents

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Files and how to manage them

Which file types can I upload to Bauhub?

How can I create file folders?

How do I upload drawings directly from a Zip file?

How do I upload, download, move, copy or delete files?

Is there a change log where I could see the history of my files?

What happens if I upload files with the same name?

How can I add notes to a file?

Is someone notified about comments added to files?

Managing revisions

What is a "revision" and why should I use it?

How can I add a revision to a single file?

How can I add revisions to multiple files?

If you have several files waiting to be updated in your folder, you don't need to do it one-by-one. If you want to upload new versions to multiple files at once, click on „Upload“ from the top menu. To continue with the revisions, either drag&drop files under the „Revision“ section or click „choose file(s)“.

Once you have added your files, you will be presented with „Revision wizard“. The whole window is dividend horizontally into two: files that are added as revisions and files that are uploaded as new files (as if you were simply uploading new files).

Bauhub has a built-in automatic file name recognition and matching system that assists users when adding revisions. This means, that Bauhub tries to automatically identify which files are named very similarly. As a result of it, you may first see that some of the files are selected in the upper section after uploading the new revisions and some of the files are in the lower section.

The upper section displays two separate columns: existing files (files that are already in Bauhub) and new revisions (that you just selected to be uploaded to Bauhub). If an existing file that is automatically provided is incorrect, then you can delete it by navigating to the file name and then searching for the correct file. If you have found the correct file then click on it and it will be added to the existing file column.

However, files displayed in the bottom section can also be uploaded as revisions. To do this, move the mouse to the corresponding file, grab it and drag it to the top section. Now you can find a suitable previous version in the left column. Once all the files have been successfully set, press the „Save“ button and the revisions of your choice will be uploaded.

How can I recover a revision?

Shareboxes

What is a sharebox and why should I use it?

How can I create, edit and share a sharebox?

To create a sharebox, check the files you'd like to share and click the „Share“ button in the top row of menu buttons. Selected files form an active collection (like a shopping cart) and you can add more files from different folders. Your "shopping cart", as well as the number of files in the active collection, are seen on the top right-hand menu.

Files shared in a sharebox can be viewed either as a folders or as a file list. In the folders view you can move around the folder structure as you would in documents or files menu in the Bauhub service. In file list view all files and documents inside the folders are displayed immediately as a list.

There are two ways to share a sharebox:

public sharebox: easily generate a link that can be shared by coping it to everyone you need;
e-mail: perfect, if you are looking to share your files with someone directly and also be able to see if and when they have opened the sharebox;

In the edit view of your sharebox, click on "Create a link" to create a public sharebox. This will generate a link that you can now share with other parties. You can also change the name of the sharebox and set a deadline for how long the sharebox folder is active. Once expired, files can not be accessed via the sharebox.

Sending an email works somewhat differently. To do this, click on the „Send an e-mail“ button. You can then enter the message you want to include for the recipient. You can then select recipients to whom the e-mail will be sent. Type in or insert (e.g. a list of contacts from an Excel file) e-mail addresses to whom you'd like to send it and hit "Submit".

You will then be redirected to the sharebox view where you can see list of recipients, the date it was sent and an indication if and when the recipient has opened the sharebox. You can also rename your sharebox and/or set the expiration date.

Each recipient’s e-mail also has an envelope icon. Clicking on the envelope will display the exact contents of the message that was sent to the user.

Sharebox sent via email has a title „You have got files!“. The message will be sent by „First name, last name, Bauhub“ and the reply address will be your user e-mail.

How can I manage previously created shareboxes?

Can I add more files to a sharebox I've created before?

How can I change shareboxes language?

Documents and forms

Why should I use Bauhub document forms?