Upchain enables version- and revision-control for your non-CAD documents, and offers powerful tools to share and collaborate on documents. Explore how to work with and manage documents in the web application and the Microsoft Office plugins. You’ll learn about the lifecycle of documents, how documents are organized across projects, how to manage daily changes and revisions, and leverage workflows to review and publish documents.

Upon completion, you will acquire the following skills:

Define each document status and explain how a document progresses through its lifecycle.
Identify how documents are organized within projects, items, and other Upchain objects.
View and markup documents.
Upload a document to a project, manage daily changes, and send it through a workflow to be published.
Leverage the Office plugins to manage Word, PowerPoint, and Excel documents.

Download the resources below.

UPCHAIN_Quick-Start-Playbook-v1.12.pdf.zip - The Quick Start Playbook. This is a step-by-step guide to simplify and streamline the Upchain implementation process in your organization.
UPCHAIN_CR-Template_Data-Validation-Workflow.zip - The Data Validation Workflow. This is a template change request workflow that includes built-in checks for item attributes, drawing files, and stale cBOMs.

Getting started with Upchain document management - Quiz