& Construction

Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing

Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:00
[MUSIC PLAYING]
00:11
Hello, and welcome to this accelerated presentation
00:15
where I will discuss the latest collaboration
00:18
features and enhancements in AutoCAD
00:21
to modernize collaboration with your team members
00:24
and stakeholders.
00:25
So let's begin.
00:27
This is the Safe Harbor Statement,
00:29
and it is just a reminder that the Autodesk software changes
00:33
regularly to continually improve the software
00:36
and make it a better experience for you.
00:39
If I happen to make any forward-looking statements
00:42
in this presentation, please do not make any buying decisions
00:45
based on it.
00:48
Let me introduce myself.
00:50
My name is Renu Muthoo, and I am a Learning Content Developer
00:54
with ASCENT.
00:55
I have over 23 years of experience in various Autodesk
00:58
products, such as AutoCAD and other AutoCAD verticals,
01:02
and I'm also experienced in the AutoCAD visualization software
01:06
products that include Autodesk
01:11
I create the courseware and training materials
01:14
for the Autodesk products, and I also
01:16
provide support for these products.
01:19
In addition, I have also co-authored a few books
01:22
on both AutoCAD and 3ds Max.
01:26
The purpose of this accelerator is
01:28
to teach you about the latest collaboration features that
01:32
have been added to AutoCAD to better collaborate
01:35
with both internal and external stakeholders.
01:38
So let's start with the learning objectives.
01:41
You will learn to share a copy of the current drawing
01:44
on the cloud.
01:45
I'll show you how to open, review, markup, and edit
01:49
a shared drawing in the AutoCAD web app.
01:52
I will discuss how to share views in the cloud
01:55
and then to analyze and mark them up in the Autodesk viewer.
01:59
I will show you the various cloud collaboration
02:02
enhancements, such as sharing and managing
02:05
your files on Autodesk drive as well as AutoCAD's connectivity
02:10
with Autodesk drive and other cloud storage providers.
02:15
I will provide you with a brief understanding of the Autodesk
02:19
Docs feature.
02:21
And finally, I will show you how to upload drawing layouts
02:24
from multiple drawings to an Autodesk for Docs
02:27
project as PDFs.
02:31
The following presentation details
02:33
features which were introduced to AutoCAD across versions 2016
02:38
to 2022.
02:39
For clarity, each slide details in which version
02:43
the feature or the enhancement was introduced
02:46
and you can see that at the bottom right
02:48
corner of each slide.
02:51
Now, let's begin by learning about the SHAREVIEW feature
02:54
in AutoCAD.
02:56
Introduced in AutoCAD
03:00
enables you to create a visual representation
03:03
of the current drawing views in your AutoCAD drawing window.
03:07
Creating shared views are a great alternative
03:10
to printing PDF and DWF files for sharing
03:15
your designs with stakeholders.
03:17
Shared views are stored in the cloud
03:20
and can be viewed and commented upon using
03:23
any web-enabled desktop or tablet or mobile device.
03:28
You can create a SHAREVIEW using the SHAREVIEW Tool located
03:32
in the application menu.
03:34
While creating the shared view, the AutoCAD software
03:37
extracts the information from the current drawing
03:40
and generates a link that can be shared with others.
03:44
The links created for sharing views
03:47
expire after 30 days by default although they can be extended
03:52
or terminated at any time.
03:55
Starting the SHAREVIEW command opens the SHAREVIEW dialog box
03:59
where you can control what you want to share.
04:02
You can select share current view only,
04:05
which shares either the model view or the layout, whichever
04:09
is currently displayed.
04:11
Or you can select share model view and all layout views,
04:14
which will share the model view along
04:17
with all the created layouts.
04:19
You can also share a view for 2D objects only
04:23
and can include the object properties
04:25
to better communicate the object information.
04:28
Once you click the Share button in the SHAREVIEW dialog box,
04:32
the software asks for your permission
04:34
and then starts processing.
04:36
The processing is indicated by an animated SHAREVIEW icon
04:41
in the status bar.
04:43
When the process is complete, a bubble
04:45
displays in the status bar indicating completion
04:49
and includes a link for viewing.
04:52
You'll also receive an email from Autodesk with a link
04:55
to the file.
04:56
You can view the file by clicking View in Browser
04:59
in the bubble, or you can forward the email
05:02
to the stakeholder you want to share the design with.
05:06
They can click View File to view the shared
05:09
views in the Autodesk viewer.
05:12
In the AutoCAD software, you can keep
05:14
track of all the shared views for the current drawing
05:17
in the Shared View palette.
05:20
Open the Shared Views palette by clicking Shared Views
05:23
in the Collaborate tab.
05:25
This palette keeps a history of all the shared views.
05:28
The ellipsis button opens a list of options,
05:32
such as View in Browser, which, again, enables
05:35
you to view the drawing view along
05:38
with the available markups, which, again, enables
05:42
you to view the drawing view along
05:44
with the available markups.
05:46
In the palette, you can copy the link
05:48
and send it to other collaborators,
05:51
extend the expiration date, and delete the shared view.
05:55
In the comments area, you have the options
05:58
for starting a new common thread or you can reply to a comment
06:03
and resolve the comments.
06:06
Anybody with a link to shared view
06:08
can open it in the Autodesk viewer, which is a free viewing
06:12
program provided by Autodesk.
06:15
The Autodesk viewer opens the temporary view link
06:18
in a browser on your desktop or tablet or other mobile devices.
06:24
This enables you to share the view with stakeholders
06:27
who do not have AutoCAD software without having
06:30
to email files back and forth or install other viewing software.
06:36
Using an internet browser, anyone with the review link
06:40
can review and markup the design in the Autodesk viewer.
06:44
You are required to be signed into your Autodesk account
06:48
to be able to markup, comment, and share the drawing view.
06:53
The Autodesk viewer interface contains the active view
06:56
window, which displays the model or sheet shared
06:60
from the AutoCAD software.
07:02
The viewer has multiple palettes and various toolbars
07:05
that help the collaborator to analyze and then
07:09
mark up the drawing view.
07:11
In the Autodesk viewer, multiple palettes
07:13
are provided to help navigate, share, and analyze the model.
07:19
Palettes include views, properties, settings, comments,
07:22
print, screenshot, and share.
07:26
Additionally, the measure tool are also
07:29
provided for measuring shared view objects, such as distance,
07:33
angle, and area.
07:35
You can also calibrate distances by placing a distance
07:38
measurement and defining the distance you measured.
07:41
The markup tool contains various tools for red lining
07:45
and marking up the shared views and include text, arrows,
07:49
revision clouds, et cetera, et cetera.
07:52
You are also provided with tools to change
07:54
the properties such as the change of color and weight
07:58
of the markup tools.
08:02
Now, let's talk about the sharing
08:03
drawings as opposed to just sharing views.
08:07
In AutoCAD 2022, the sharing drawing tool
08:11
was introduced to collaborate with others
08:14
by sharing with them a virtual link
08:16
to a copy of the currently-open drawing file.
08:20
The shared drawing tool functions very similarly
08:23
to the ETRANSMIT command in AutoCAD,
08:27
and it's available in the Quick Access toolbar
08:30
as well as in the Collaborate tab shared panel.
08:34
With the Share Drawing tool, you can share drawings along
08:37
with all the relevant referenced files, such as xrefs, images,
08:42
and font file types.
08:44
The copy of the drawing being shared is stored on the cloud
08:48
and can be accessed anytime and from anywhere.
08:52
The link to the drawing file can be shared with others,
08:55
and then they can review, markup, and edit the drawing
08:59
in the AutoCAD web app.
09:01
Recipients can make changes to the copy of the drawing file
09:05
with no access to the original drawing file that
09:08
is owned by the sharer.
09:09
As a safety feature, the shared link
09:12
automatically expires after seven days
09:15
from when it was created.
09:17
The main drawing file and/or each individual reference
09:22
drawing file must be less than 50 MBs in size.
09:26
The complete project files including all documents
09:29
must be less than
09:33
When you start the Share Drawing command,
09:36
a link to the copy of the drawing
09:38
is created and is displayed in the Share
09:41
a link to this drawing dialog box.
09:44
There are two levels of permission
09:45
that can be set for the recipients of the shared
09:48
drawing.
09:49
The first one is the View only where
09:52
anyone with the access to this link
09:55
can view the drawing including all xrefs.
09:58
Recipients cannot make changes to the drawing and cannot save
10:02
or download a copy.
10:04
Edit and save a copy is the option
10:06
where anyone with access to this link can edit the drawing
10:11
and save the drawing and all its xrefs as a copy.
10:16
In the dialog box, you can either
10:18
Preview the drawing file in the AutoCAD web app
10:22
and/or use the Copy link option to send it
10:25
to others with whom you want to collaborate on the drawing.
10:29
Clicking on the link opens the shared copy of the drawing
10:33
in the AutoCAD web app.
10:36
Anyone with a link to the copy of the drawing
10:39
can open it in the AutoCAD web app.
10:41
The AutoCAD web app is an online version of AutoCAD
10:45
that allows you to work on your drawings
10:48
while you are on the go and do not
10:50
have access to your computer with the AutoCAD desktop
10:54
software.
10:55
As the web app runs in a web browser,
10:58
you just need to have a live internet connection.
11:01
The web app also enables you to share the drawing
11:04
with stakeholders who do not have AutoCAD software
11:08
without having to email files back and forth
11:11
or install other viewing software.
11:13
Once you open the AutoCAD web app,
11:16
you are required to be signed into your free Autodesk
11:19
account.
11:20
In the web app, you can open a drawing file
11:22
that has been saved on the cloud in either your Autodesk
11:26
drive or any other supported cloud storage provider.
11:30
In the web app, the drawing file opens in a drawing window
11:34
that has a similar look and feel as the AutoCAD desktop drawing
11:38
window.
11:39
The web app uses the AutoCAD core technology
11:43
and comes equipped with the AutoCAD basic drawing
11:46
and editing tools along with basic annotation and markup
11:50
tools that enable you to review, markup, draft,
11:54
and edit the drawings anytime and from anywhere.
11:58
You are also provided with the drawing aids, such as Osnaps
12:02
and Polar Tracking, to work in the drawing with precision
12:06
and accuracy.
12:08
Additionally, various palettes are
12:10
provided for managing properties and layers
12:13
and adding markups using traces.
12:16
Once you open the AutoCAD web app,
12:18
you can then open any drawing file that you
12:21
have saved on the cloud.
12:23
You can also open a copy of a drawing in the web app
12:27
by simply clicking on the shared link that
12:30
is created using the Share Drawing
12:32
command in the desktop version of AutoCAD.
12:36
Multiple palettes are available to help analyze and review
12:40
the drawing.
12:41
Now, these palettes include properties palettes
12:44
which lists the properties of the currently-selected object
12:48
in the Active View.
12:50
Properties can include color, layer, line type, material
12:54
length, and much, much more.
12:56
You can modify some properties of the selected objects
12:59
as well.
13:00
There is also the layers palette that
13:03
lists all the layers in the shared drawing.
13:06
You can create new layers for new objects,
13:09
turn them off or on, delete, and rename them.
13:12
The blocks palette lists all blocks in the shared drawing.
13:16
You can also create new blocks and insert
13:19
blocks that are defined with the drawing file.
13:22
Then there's the xref palette that
13:24
lists all xref files in the shared drawing and traces
13:28
palette that allows the reviewer to add
13:31
overlay markups onto the drawing to share with the designer.
13:35
Then there's the Active View.
13:37
The Active View displays the model or sheet
13:39
shared from the AutoCAD software or the drawing files
13:43
opened from the cloud.
13:45
In the upper left corner of the Active View,
13:47
you have access to the undo, redo, zoom, extends,
13:51
and zoom window tools to help you quickly
13:53
navigate to and work with the different areas of the drawing
13:57
view.
13:57
It also displays the layers list where
14:00
you can select a layer to make it current to create
14:03
the markups and feedback on.
14:06
Then there are toolbars.
14:07
There are various tools provided in the AutoCAD web
14:11
app that enable you to make minor modifications
14:14
and add markups to the drawing which
14:16
helps to better communicate your input with others.
14:20
The tools are grouped in three tabs--
14:22
Draw, Annotate, and Modify.
14:25
Now, the Draw tab, it contains tools
14:28
for adding new information to the design.
14:30
It includes typical AutoCAD draw tools such as line, polyline,
14:35
rectangles, circle, arcs, line, and so on and so forth.
14:39
The draw tools can also be used with the trace overlay
14:43
function.
14:44
Then the Annotate tab, it contains tools
14:47
for measuring existing content in the drawing.
14:50
It also contains the REVCLOUD tool
14:52
for adding markups to areas that require change.
14:56
In addition, the tab contains tools
14:59
for adding dimensions, texts, and multileaders to tag
15:03
notations in the drawing.
15:06
Then the Modify tab, it contains tools
15:09
for modifying the drawing.
15:11
The tab contains the basic AutoCAD modification tools
15:14
such as move, copy, erase, rotate, scale,
15:17
chamfer, and so on.
15:20
In the upper right corner of the AutoCAD web app screen,
15:24
many tools are provided to work with.
15:27
There is the Settings tool.
15:29
You can set various drawing settings
15:31
using the Settings tool.
15:32
Clicking the Settings tool opens the Settings dialog box where
15:36
you can set preferences such as setting the light or dark theme
15:40
for the palettes area and selecting the Object
15:44
Snaps to be able to draw with precision and accuracy
15:47
and also setting the units to be used in the drawing.
15:51
Click Done once you have the required settings in place.
15:55
Then there is the Plot icon, which
15:58
can be used to plot the drawing as a PDF.
16:01
You can plot the current model space display
16:04
or, while in paper space, you can
16:06
plot either the current layout or the layouts in the drawing.
16:10
Options for settings, such as plot style, paper size,
16:14
and orientation for the plot, are also provided.
16:17
You can save the drawing back onto the cloud
16:20
in either the Autodesk drive or any other supported cloud
16:24
storage provider.
16:25
You can also save the drawing as a different file name
16:28
so that you do not overwrite the original file.
16:32
Clicking on your Sign In tool opens
16:35
a dropdown list where you can open your Autodesk account
16:38
details and then log out from the AutoCAD web app.
16:43
There is also the shared tool, which
16:45
creates a virtual link to a copy of the currently-open drawing
16:49
file.
16:50
You can share the link with other reviewers
16:52
such that they can also review the drawing
16:55
and offer their feedback in the AutoCAD web app.
16:58
The Open in Desktop button directly opens
17:01
the active drawing in the desktop AutoCAD software
17:05
along with all the feedback and markups.
17:07
You can review the feedback and use the full AutoCAD desktop
17:11
tools and features to make the modifications
17:14
to the drawing as required.
17:17
Now, let's take a look at an in-product demo
17:21
that demonstrates Share Drawing and the AutoCAD web app.
17:26
In the Collaborate tab Share panel,
17:29
you now have the Share Drawing command
17:32
to share your drawings with others.
17:35
In the Share a link to this drawing dialog box,
17:38
select Edit and save a copy.
17:41
Note that a link is created, which you can copy and send
17:46
to the team members and collaborators.
17:49
With the enhancements to AutoCAD using an internet browser,
17:53
this link directly opens a copy of the drawing in the AutoCAD
17:58
web app where you or anyone with the link
18:01
can work on the drawing.
18:03
In the AutoCAD web app, in the palettes panel,
18:07
select the Blocks palette.
18:10
Here, all the blocks defined with the drawing are listed.
18:14
Select DR20, and insert it into the drawing.
18:21
In the Modify toolbar, select Rotate and rotate the block.
18:29
In the Modify toolbar, select Move and move the block
18:35
to the cabinet.
18:38
Use the Stretch tool to stretch the cabinet walls.
18:43
With the enhancements to the AutoCAD web app,
18:46
you can now use the Traces palette to create your markups
18:50
on the trace.
18:51
Select New Trace.
18:53
A trace overlay is placed on top of the drawing
18:57
and the drawing is in Trace mode.
18:59
In the Annotate toolbar, select REVCLOUD and add a cloud
19:06
around the door.
19:09
Use the MTEXT tool to enter your feedback.
19:14
Click on the checkmark to exit the Trace mode.
19:17
A new trace is created, and note that the drawing is not
19:21
altered as the markups are saved separately on the trace.
19:25
Save the drawing back to the cloud,
19:27
and share it with the drawing owner
19:30
or with other team members.
19:33
Let's talk about the web and mobile commands.
19:36
As cloud services continue to improve,
19:39
the ability to communicate the planned changes increases.
19:43
In the AutoCAD 2019 software, you can save the drawing files
19:47
to the cloud using the SAVETOWEBMOBILE command so
19:51
that you can then open those files
19:54
in the field from any internet-connected device,
19:57
such as mobile phones and tablets.
20:00
This enables anyone to review, edit, and markup the drawing
20:05
files from any location.
20:07
When you start the SAVETOWEBMOBILE command,
20:10
a Save to AutoCAD Web & Mobile dialog box displays
20:14
with your AutoCAD web and mobile folder
20:16
displayed in the saving location.
20:19
All the files that are saved to the cloud can be reviewed,
20:23
edited, and marked up in the AutoCAD web app and the AutoCAD
20:28
mobile app.
20:29
The SAVETOWEBMOBILE command was enhanced in AutoCAD 2020
20:35
to additionally save the attached xref files
20:39
along with the drawing file.
20:41
In the Save to AutoCAD Web & Mobile dialog box,
20:44
you have the package referenced files
20:46
with drawing option, which enables
20:49
you to save all the attached xref files along
20:52
with the drawing files.
20:54
The drawing file and the attached reference files
20:57
are saved together in a ZIP file.
21:00
In your AutoCAD desktop software,
21:02
you can use the OPENFROMWEBMOBILE tool
21:05
to open the drawing files that are saved on the cloud.
21:09
The command opens the Open from AutoCAD Web & Mobile
21:13
dialog box, which displays all the drawings that
21:16
were saved into your AutoCAD web and mobile folder.
21:20
Open any of the files as you would open the file
21:23
from your local computer drive.
21:25
Moving on to cloud collaboration tools and techniques,
21:29
prior to AutoCAD 2019, you could save your drawings
21:33
onto the cloud in the A360 drive.
21:36
In the AutoCAD 2019 software, A360 drive
21:40
was retired and was replaced by the Autodesk Drive
21:44
with additional capabilities and security.
21:48
Autodesk Drive provides you with a personal cloud
21:51
drive that can be accessed.
21:54
You are required to be signed into your Autodesk account
21:57
to access it.
21:59
You can store, manage, view, edit, and share your files
22:02
from anywhere.
22:03
Use the Upload menu in the Autodesk drive
22:06
to upload one or more files or folders from your local drive
22:11
onto the cloud.
22:12
Multiple 2D and 3D file types, such as DWG, RVD, DWF, PDF,
22:20
JPEG, DOC, and others are supported
22:24
and can be uploaded and shared.
22:26
This enables you to store all the relevant files of a project
22:31
together at one location on the cloud
22:33
and then easily share them with your team members.
22:37
With the Shared with Me option, you
22:39
can access and view the files and folders
22:42
that others have shared with you, thus making collaboration
22:46
easy and efficient.
22:47
You can organize your design data by creating a new folder
22:52
and then placing all the relevant design
22:54
files into the folder.
22:57
In the Autodesk Drive, various options--
22:60
such as rename, copy, move, and delete--
23:03
have been provided for you to better manage and organize
23:07
your files.
23:08
Use the Get Link option to create a link that you can
23:11
share with other team members.
23:13
You can also download the files onto your desktop
23:17
and work on them as required and then upload another version
23:20
of the file back to the cloud.
23:22
You can view the 2D and 3D models directly
23:25
from Autodesk Drive.
23:27
Double-click on a file to directly open the drawing
23:30
file in the Autodesk viewer where
23:33
you can use the viewing and measuring
23:35
tools to examine the models.
23:37
If you're using a touch-enabled mobile device,
23:40
tap on a file to open the drawing file in the Autodesk
23:44
viewer.
23:45
Continuing with cloud collaboration, in AutoCAD 2020,
23:50
a direct connectivity to various cloud storage providers
23:54
was incorporated.
23:56
In the AutoCAD file selection dialog
23:58
boxes, such as Open and Save Drawing As,
24:01
you can now directly access your cloud storage drives,
24:05
such as Dropbox and OneDrive.
24:09
The cloud storage providers that are installed on your computer
24:13
are displayed in the Places list of the File selection
24:16
dialog boxes.
24:17
You can directly open from and save to those locations
24:21
on the cloud.
24:23
In AutoCAD 2022, a direct connectivity to Autodesk drive
24:28
has been added.
24:29
In the AutoCAD File selection dialog
24:31
boxes, such as Open and Save Drawing As,
24:35
you can now directly access your Autodesk drive.
24:38
Autodesk drive is available through the devices and drives
24:42
of your system.
24:43
In your desktop, that is displayed
24:46
in the Places list of the File selection dialog boxes.
24:49
You will find the Autodesk drive in your PC's devices
24:53
and drives.
24:56
Now, let me provide you with a brief introduction
24:58
to the Autodesk Docs.
25:00
Autodesk Docs is a cloud-based document management solution
25:05
that provides a centralized environment
25:08
to store all the common data required for a project.
25:11
It acts as a single source across the project
25:14
lifecycle where all the project members can have access
25:19
to all the information for the project.
25:21
With Autodesk Docs, collaboration and data
25:24
management between team members is streamlined, efficient,
25:28
and up-to-date.
25:30
There is a licensing requirement for Autodesk Docs.
25:33
Instructions on setting up a site on the Autodesk
25:36
Construction Cloud is sent to Autodesk Docs customers.
25:41
Once the site is activated, the Autodesk administrator
25:45
can create projects and invite members to manage
25:48
or collaborate in a project.
25:50
In addition to being invited as a project member,
25:54
a user also needs to have a Docs license assigned to them
25:59
in their Autodesk account.
26:01
AutoCAD includes a direct access to Docs projects on the Start
26:06
window, which enables you to navigate to a project
26:10
and preview and open drawings directly from the project.
26:13
Using the Autodesk Desktop Connector,
26:16
users can save drawings into a Docs project
26:19
and open them directly from AutoCAD.
26:22
In the File selection dialog boxes, such as Save Drawing As,
26:27
you can open the drawings from and save the drawings
26:30
to Autodesk Docs directly from AutoCAD.
26:34
AutoCAD 2022 supports locking and unlocking
26:38
of drawings in Autodesk Docs.
26:40
So when a user opens a drawing in an Autodesk Docs project,
26:45
the drawing is locked automatically
26:48
so that no other users can edit the drawing when it is in use.
26:52
When a drawing is locked, Autodesk Docs
26:55
also displays which user is currently
26:57
working in the drawing.
26:59
Now, let's talk about the PUSHTODOCS feature in AutoCAD.
27:04
AutoCAD 2022 introduced the Push to Autodesk Docs
27:08
feature so the team members could
27:10
view the digital PDFs of drawings
27:12
while they are in the field.
27:14
This feature allows project members
27:17
to upload drawing layouts from multiple drawings
27:19
to an Autodesk Docs project as PDFs.
27:23
This command is accessed from the Collaborate tab Share
27:28
panel in the ribbon or by entering the PUSHTODOCSOPEN
27:32
at the command line.
27:34
This tool opens the Push to the Autodesk Docs palette
27:38
where multiple tools and options have
27:40
been provided to manage the uploading of the drawing
27:43
sheets as PDFs to selected project folders on Autodesk
27:47
Docs.
27:49
In the Push to Autodesk Docs palette,
27:52
the Sheets to Upload area contains
27:55
a list of all the sheets that you
27:57
have added from the drawings.
27:59
Use the tools at the top to select drawings
28:02
to add their available layouts to the list
28:05
or remove selected layouts from the list.
28:08
You can also load a previously-saved list of sheets
28:11
or save the current list for future use.
28:14
Additional options that have been provided
28:17
to manage the uploading of the drawing sheets
28:20
as PDFs to selected project folders on Autodesk Docs.
28:24
By default, the software creates the file name for the PDF.
28:29
As with most other commands, you can click on the file name
28:32
and rename the file.
28:34
Right-click anywhere in the palette
28:36
to display a menu where you have the same options as
28:40
in the toolbar.
28:41
Once you have selected the layouts to be uploaded as PDFs,
28:45
select the Select Folder button.
28:49
Browse to the project and the project folder
28:51
in which to save the PDFs.
28:53
And finally, click OK to upload the selected sheets as PDFs
28:58
and they become ready for use on the cloud
29:01
by you or other team members.
29:05
Thank you for joining me today for this accelerated
29:07
presentation about the latest collaboration
29:11
features and enhancements in AutoCAD,
29:14
and I hope that you found the information useful.
Video transcript
00:00
[MUSIC PLAYING]
00:11
Hello, and welcome to this accelerated presentation
00:15
where I will discuss the latest collaboration
00:18
features and enhancements in AutoCAD
00:21
to modernize collaboration with your team members
00:24
and stakeholders.
00:25
So let's begin.
00:27
This is the Safe Harbor Statement,
00:29
and it is just a reminder that the Autodesk software changes
00:33
regularly to continually improve the software
00:36
and make it a better experience for you.
00:39
If I happen to make any forward-looking statements
00:42
in this presentation, please do not make any buying decisions
00:45
based on it.
00:48
Let me introduce myself.
00:50
My name is Renu Muthoo, and I am a Learning Content Developer
00:54
with ASCENT.
00:55
I have over 23 years of experience in various Autodesk
00:58
products, such as AutoCAD and other AutoCAD verticals,
01:02
and I'm also experienced in the AutoCAD visualization software
01:06
products that include Autodesk
01:11
I create the courseware and training materials
01:14
for the Autodesk products, and I also
01:16
provide support for these products.
01:19
In addition, I have also co-authored a few books
01:22
on both AutoCAD and 3ds Max.
01:26
The purpose of this accelerator is
01:28
to teach you about the latest collaboration features that
01:32
have been added to AutoCAD to better collaborate
01:35
with both internal and external stakeholders.
01:38
So let's start with the learning objectives.
01:41
You will learn to share a copy of the current drawing
01:44
on the cloud.
01:45
I'll show you how to open, review, markup, and edit
01:49
a shared drawing in the AutoCAD web app.
01:52
I will discuss how to share views in the cloud
01:55
and then to analyze and mark them up in the Autodesk viewer.
01:59
I will show you the various cloud collaboration
02:02
enhancements, such as sharing and managing
02:05
your files on Autodesk drive as well as AutoCAD's connectivity
02:10
with Autodesk drive and other cloud storage providers.
02:15
I will provide you with a brief understanding of the Autodesk
02:19
Docs feature.
02:21
And finally, I will show you how to upload drawing layouts
02:24
from multiple drawings to an Autodesk for Docs
02:27
project as PDFs.
02:31
The following presentation details
02:33
features which were introduced to AutoCAD across versions 2016
02:38
to 2022.
02:39
For clarity, each slide details in which version
02:43
the feature or the enhancement was introduced
02:46
and you can see that at the bottom right
02:48
corner of each slide.
02:51
Now, let's begin by learning about the SHAREVIEW feature
02:54
in AutoCAD.
02:56
Introduced in AutoCAD
03:00
enables you to create a visual representation
03:03
of the current drawing views in your AutoCAD drawing window.
03:07
Creating shared views are a great alternative
03:10
to printing PDF and DWF files for sharing
03:15
your designs with stakeholders.
03:17
Shared views are stored in the cloud
03:20
and can be viewed and commented upon using
03:23
any web-enabled desktop or tablet or mobile device.
03:28
You can create a SHAREVIEW using the SHAREVIEW Tool located
03:32
in the application menu.
03:34
While creating the shared view, the AutoCAD software
03:37
extracts the information from the current drawing
03:40
and generates a link that can be shared with others.
03:44
The links created for sharing views
03:47
expire after 30 days by default although they can be extended
03:52
or terminated at any time.
03:55
Starting the SHAREVIEW command opens the SHAREVIEW dialog box
03:59
where you can control what you want to share.
04:02
You can select share current view only,
04:05
which shares either the model view or the layout, whichever
04:09
is currently displayed.
04:11
Or you can select share model view and all layout views,
04:14
which will share the model view along
04:17
with all the created layouts.
04:19
You can also share a view for 2D objects only
04:23
and can include the object properties
04:25
to better communicate the object information.
04:28
Once you click the Share button in the SHAREVIEW dialog box,
04:32
the software asks for your permission
04:34
and then starts processing.
04:36
The processing is indicated by an animated SHAREVIEW icon
04:41
in the status bar.
04:43
When the process is complete, a bubble
04:45
displays in the status bar indicating completion
04:49
and includes a link for viewing.
04:52
You'll also receive an email from Autodesk with a link
04:55
to the file.
04:56
You can view the file by clicking View in Browser
04:59
in the bubble, or you can forward the email
05:02
to the stakeholder you want to share the design with.
05:06
They can click View File to view the shared
05:09
views in the Autodesk viewer.
05:12
In the AutoCAD software, you can keep
05:14
track of all the shared views for the current drawing
05:17
in the Shared View palette.
05:20
Open the Shared Views palette by clicking Shared Views
05:23
in the Collaborate tab.
05:25
This palette keeps a history of all the shared views.
05:28
The ellipsis button opens a list of options,
05:32
such as View in Browser, which, again, enables
05:35
you to view the drawing view along
05:38
with the available markups, which, again, enables
05:42
you to view the drawing view along
05:44
with the available markups.
05:46
In the palette, you can copy the link
05:48
and send it to other collaborators,
05:51
extend the expiration date, and delete the shared view.
05:55
In the comments area, you have the options
05:58
for starting a new common thread or you can reply to a comment
06:03
and resolve the comments.
06:06
Anybody with a link to shared view
06:08
can open it in the Autodesk viewer, which is a free viewing
06:12
program provided by Autodesk.
06:15
The Autodesk viewer opens the temporary view link
06:18
in a browser on your desktop or tablet or other mobile devices.
06:24
This enables you to share the view with stakeholders
06:27
who do not have AutoCAD software without having
06:30
to email files back and forth or install other viewing software.
06:36
Using an internet browser, anyone with the review link
06:40
can review and markup the design in the Autodesk viewer.
06:44
You are required to be signed into your Autodesk account
06:48
to be able to markup, comment, and share the drawing view.
06:53
The Autodesk viewer interface contains the active view
06:56
window, which displays the model or sheet shared
06:60
from the AutoCAD software.
07:02
The viewer has multiple palettes and various toolbars
07:05
that help the collaborator to analyze and then
07:09
mark up the drawing view.
07:11
In the Autodesk viewer, multiple palettes
07:13
are provided to help navigate, share, and analyze the model.
07:19
Palettes include views, properties, settings, comments,
07:22
print, screenshot, and share.
07:26
Additionally, the measure tool are also
07:29
provided for measuring shared view objects, such as distance,
07:33
angle, and area.
07:35
You can also calibrate distances by placing a distance
07:38
measurement and defining the distance you measured.
07:41
The markup tool contains various tools for red lining
07:45
and marking up the shared views and include text, arrows,
07:49
revision clouds, et cetera, et cetera.
07:52
You are also provided with tools to change
07:54
the properties such as the change of color and weight
07:58
of the markup tools.
08:02
Now, let's talk about the sharing
08:03
drawings as opposed to just sharing views.
08:07
In AutoCAD 2022, the sharing drawing tool
08:11
was introduced to collaborate with others
08:14
by sharing with them a virtual link
08:16
to a copy of the currently-open drawing file.
08:20
The shared drawing tool functions very similarly
08:23
to the ETRANSMIT command in AutoCAD,
08:27
and it's available in the Quick Access toolbar
08:30
as well as in the Collaborate tab shared panel.
08:34
With the Share Drawing tool, you can share drawings along
08:37
with all the relevant referenced files, such as xrefs, images,
08:42
and font file types.
08:44
The copy of the drawing being shared is stored on the cloud
08:48
and can be accessed anytime and from anywhere.
08:52
The link to the drawing file can be shared with others,
08:55
and then they can review, markup, and edit the drawing
08:59
in the AutoCAD web app.
09:01
Recipients can make changes to the copy of the drawing file
09:05
with no access to the original drawing file that
09:08
is owned by the sharer.
09:09
As a safety feature, the shared link
09:12
automatically expires after seven days
09:15
from when it was created.
09:17
The main drawing file and/or each individual reference
09:22
drawing file must be less than 50 MBs in size.
09:26
The complete project files including all documents
09:29
must be less than
09:33
When you start the Share Drawing command,
09:36
a link to the copy of the drawing
09:38
is created and is displayed in the Share
09:41
a link to this drawing dialog box.
09:44
There are two levels of permission
09:45
that can be set for the recipients of the shared
09:48
drawing.
09:49
The first one is the View only where
09:52
anyone with the access to this link
09:55
can view the drawing including all xrefs.
09:58
Recipients cannot make changes to the drawing and cannot save
10:02
or download a copy.
10:04
Edit and save a copy is the option
10:06
where anyone with access to this link can edit the drawing
10:11
and save the drawing and all its xrefs as a copy.
10:16
In the dialog box, you can either
10:18
Preview the drawing file in the AutoCAD web app
10:22
and/or use the Copy link option to send it
10:25
to others with whom you want to collaborate on the drawing.
10:29
Clicking on the link opens the shared copy of the drawing
10:33
in the AutoCAD web app.
10:36
Anyone with a link to the copy of the drawing
10:39
can open it in the AutoCAD web app.
10:41
The AutoCAD web app is an online version of AutoCAD
10:45
that allows you to work on your drawings
10:48
while you are on the go and do not
10:50
have access to your computer with the AutoCAD desktop
10:54
software.
10:55
As the web app runs in a web browser,
10:58
you just need to have a live internet connection.
11:01
The web app also enables you to share the drawing
11:04
with stakeholders who do not have AutoCAD software
11:08
without having to email files back and forth
11:11
or install other viewing software.
11:13
Once you open the AutoCAD web app,
11:16
you are required to be signed into your free Autodesk
11:19
account.
11:20
In the web app, you can open a drawing file
11:22
that has been saved on the cloud in either your Autodesk
11:26
drive or any other supported cloud storage provider.
11:30
In the web app, the drawing file opens in a drawing window
11:34
that has a similar look and feel as the AutoCAD desktop drawing
11:38
window.
11:39
The web app uses the AutoCAD core technology
11:43
and comes equipped with the AutoCAD basic drawing
11:46
and editing tools along with basic annotation and markup
11:50
tools that enable you to review, markup, draft,
11:54
and edit the drawings anytime and from anywhere.
11:58
You are also provided with the drawing aids, such as Osnaps
12:02
and Polar Tracking, to work in the drawing with precision
12:06
and accuracy.
12:08
Additionally, various palettes are
12:10
provided for managing properties and layers
12:13
and adding markups using traces.
12:16
Once you open the AutoCAD web app,
12:18
you can then open any drawing file that you
12:21
have saved on the cloud.
12:23
You can also open a copy of a drawing in the web app
12:27
by simply clicking on the shared link that
12:30
is created using the Share Drawing
12:32
command in the desktop version of AutoCAD.
12:36
Multiple palettes are available to help analyze and review
12:40
the drawing.
12:41
Now, these palettes include properties palettes
12:44
which lists the properties of the currently-selected object
12:48
in the Active View.
12:50
Properties can include color, layer, line type, material
12:54
length, and much, much more.
12:56
You can modify some properties of the selected objects
12:59
as well.
13:00
There is also the layers palette that
13:03
lists all the layers in the shared drawing.
13:06
You can create new layers for new objects,
13:09
turn them off or on, delete, and rename them.
13:12
The blocks palette lists all blocks in the shared drawing.
13:16
You can also create new blocks and insert
13:19
blocks that are defined with the drawing file.
13:22
Then there's the xref palette that
13:24
lists all xref files in the shared drawing and traces
13:28
palette that allows the reviewer to add
13:31
overlay markups onto the drawing to share with the designer.
13:35
Then there's the Active View.
13:37
The Active View displays the model or sheet
13:39
shared from the AutoCAD software or the drawing files
13:43
opened from the cloud.
13:45
In the upper left corner of the Active View,
13:47
you have access to the undo, redo, zoom, extends,
13:51
and zoom window tools to help you quickly
13:53
navigate to and work with the different areas of the drawing
13:57
view.
13:57
It also displays the layers list where
14:00
you can select a layer to make it current to create
14:03
the markups and feedback on.
14:06
Then there are toolbars.
14:07
There are various tools provided in the AutoCAD web
14:11
app that enable you to make minor modifications
14:14
and add markups to the drawing which
14:16
helps to better communicate your input with others.
14:20
The tools are grouped in three tabs--
14:22
Draw, Annotate, and Modify.
14:25
Now, the Draw tab, it contains tools
14:28
for adding new information to the design.
14:30
It includes typical AutoCAD draw tools such as line, polyline,
14:35
rectangles, circle, arcs, line, and so on and so forth.
14:39
The draw tools can also be used with the trace overlay
14:43
function.
14:44
Then the Annotate tab, it contains tools
14:47
for measuring existing content in the drawing.
14:50
It also contains the REVCLOUD tool
14:52
for adding markups to areas that require change.
14:56
In addition, the tab contains tools
14:59
for adding dimensions, texts, and multileaders to tag
15:03
notations in the drawing.
15:06
Then the Modify tab, it contains tools
15:09
for modifying the drawing.
15:11
The tab contains the basic AutoCAD modification tools
15:14
such as move, copy, erase, rotate, scale,
15:17
chamfer, and so on.
15:20
In the upper right corner of the AutoCAD web app screen,
15:24
many tools are provided to work with.
15:27
There is the Settings tool.
15:29
You can set various drawing settings
15:31
using the Settings tool.
15:32
Clicking the Settings tool opens the Settings dialog box where
15:36
you can set preferences such as setting the light or dark theme
15:40
for the palettes area and selecting the Object
15:44
Snaps to be able to draw with precision and accuracy
15:47
and also setting the units to be used in the drawing.
15:51
Click Done once you have the required settings in place.
15:55
Then there is the Plot icon, which
15:58
can be used to plot the drawing as a PDF.
16:01
You can plot the current model space display
16:04
or, while in paper space, you can
16:06
plot either the current layout or the layouts in the drawing.
16:10
Options for settings, such as plot style, paper size,
16:14
and orientation for the plot, are also provided.
16:17
You can save the drawing back onto the cloud
16:20
in either the Autodesk drive or any other supported cloud
16:24
storage provider.
16:25
You can also save the drawing as a different file name
16:28
so that you do not overwrite the original file.
16:32
Clicking on your Sign In tool opens
16:35
a dropdown list where you can open your Autodesk account
16:38
details and then log out from the AutoCAD web app.
16:43
There is also the shared tool, which
16:45
creates a virtual link to a copy of the currently-open drawing
16:49
file.
16:50
You can share the link with other reviewers
16:52
such that they can also review the drawing
16:55
and offer their feedback in the AutoCAD web app.
16:58
The Open in Desktop button directly opens
17:01
the active drawing in the desktop AutoCAD software
17:05
along with all the feedback and markups.
17:07
You can review the feedback and use the full AutoCAD desktop
17:11
tools and features to make the modifications
17:14
to the drawing as required.
17:17
Now, let's take a look at an in-product demo
17:21
that demonstrates Share Drawing and the AutoCAD web app.
17:26
In the Collaborate tab Share panel,
17:29
you now have the Share Drawing command
17:32
to share your drawings with others.
17:35
In the Share a link to this drawing dialog box,
17:38
select Edit and save a copy.
17:41
Note that a link is created, which you can copy and send
17:46
to the team members and collaborators.
17:49
With the enhancements to AutoCAD using an internet browser,
17:53
this link directly opens a copy of the drawing in the AutoCAD
17:58
web app where you or anyone with the link
18:01
can work on the drawing.
18:03
In the AutoCAD web app, in the palettes panel,
18:07
select the Blocks palette.
18:10
Here, all the blocks defined with the drawing are listed.
18:14
Select DR20, and insert it into the drawing.
18:21
In the Modify toolbar, select Rotate and rotate the block.
18:29
In the Modify toolbar, select Move and move the block
18:35
to the cabinet.
18:38
Use the Stretch tool to stretch the cabinet walls.
18:43
With the enhancements to the AutoCAD web app,
18:46
you can now use the Traces palette to create your markups
18:50
on the trace.
18:51
Select New Trace.
18:53
A trace overlay is placed on top of the drawing
18:57
and the drawing is in Trace mode.
18:59
In the Annotate toolbar, select REVCLOUD and add a cloud
19:06
around the door.
19:09
Use the MTEXT tool to enter your feedback.
19:14
Click on the checkmark to exit the Trace mode.
19:17
A new trace is created, and note that the drawing is not
19:21
altered as the markups are saved separately on the trace.
19:25
Save the drawing back to the cloud,
19:27
and share it with the drawing owner
19:30
or with other team members.
19:33
Let's talk about the web and mobile commands.
19:36
As cloud services continue to improve,
19:39
the ability to communicate the planned changes increases.
19:43
In the AutoCAD 2019 software, you can save the drawing files
19:47
to the cloud using the SAVETOWEBMOBILE command so
19:51
that you can then open those files
19:54
in the field from any internet-connected device,
19:57
such as mobile phones and tablets.
20:00
This enables anyone to review, edit, and markup the drawing
20:05
files from any location.
20:07
When you start the SAVETOWEBMOBILE command,
20:10
a Save to AutoCAD Web & Mobile dialog box displays
20:14
with your AutoCAD web and mobile folder
20:16
displayed in the saving location.
20:19
All the files that are saved to the cloud can be reviewed,
20:23
edited, and marked up in the AutoCAD web app and the AutoCAD
20:28
mobile app.
20:29
The SAVETOWEBMOBILE command was enhanced in AutoCAD 2020
20:35
to additionally save the attached xref files
20:39
along with the drawing file.
20:41
In the Save to AutoCAD Web & Mobile dialog box,
20:44
you have the package referenced files
20:46
with drawing option, which enables
20:49
you to save all the attached xref files along
20:52
with the drawing files.
20:54
The drawing file and the attached reference files
20:57
are saved together in a ZIP file.
21:00
In your AutoCAD desktop software,
21:02
you can use the OPENFROMWEBMOBILE tool
21:05
to open the drawing files that are saved on the cloud.
21:09
The command opens the Open from AutoCAD Web & Mobile
21:13
dialog box, which displays all the drawings that
21:16
were saved into your AutoCAD web and mobile folder.
21:20
Open any of the files as you would open the file
21:23
from your local computer drive.
21:25
Moving on to cloud collaboration tools and techniques,
21:29
prior to AutoCAD 2019, you could save your drawings
21:33
onto the cloud in the A360 drive.
21:36
In the AutoCAD 2019 software, A360 drive
21:40
was retired and was replaced by the Autodesk Drive
21:44
with additional capabilities and security.
21:48
Autodesk Drive provides you with a personal cloud
21:51
drive that can be accessed.
21:54
You are required to be signed into your Autodesk account
21:57
to access it.
21:59
You can store, manage, view, edit, and share your files
22:02
from anywhere.
22:03
Use the Upload menu in the Autodesk drive
22:06
to upload one or more files or folders from your local drive
22:11
onto the cloud.
22:12
Multiple 2D and 3D file types, such as DWG, RVD, DWF, PDF,
22:20
JPEG, DOC, and others are supported
22:24
and can be uploaded and shared.
22:26
This enables you to store all the relevant files of a project
22:31
together at one location on the cloud
22:33
and then easily share them with your team members.
22:37
With the Shared with Me option, you
22:39
can access and view the files and folders
22:42
that others have shared with you, thus making collaboration
22:46
easy and efficient.
22:47
You can organize your design data by creating a new folder
22:52
and then placing all the relevant design
22:54
files into the folder.
22:57
In the Autodesk Drive, various options--
22:60
such as rename, copy, move, and delete--
23:03
have been provided for you to better manage and organize
23:07
your files.
23:08
Use the Get Link option to create a link that you can
23:11
share with other team members.
23:13
You can also download the files onto your desktop
23:17
and work on them as required and then upload another version
23:20
of the file back to the cloud.
23:22
You can view the 2D and 3D models directly
23:25
from Autodesk Drive.
23:27
Double-click on a file to directly open the drawing
23:30
file in the Autodesk viewer where
23:33
you can use the viewing and measuring
23:35
tools to examine the models.
23:37
If you're using a touch-enabled mobile device,
23:40
tap on a file to open the drawing file in the Autodesk
23:44
viewer.
23:45
Continuing with cloud collaboration, in AutoCAD 2020,
23:50
a direct connectivity to various cloud storage providers
23:54
was incorporated.
23:56
In the AutoCAD file selection dialog
23:58
boxes, such as Open and Save Drawing As,
24:01
you can now directly access your cloud storage drives,
24:05
such as Dropbox and OneDrive.
24:09
The cloud storage providers that are installed on your computer
24:13
are displayed in the Places list of the File selection
24:16
dialog boxes.
24:17
You can directly open from and save to those locations
24:21
on the cloud.
24:23
In AutoCAD 2022, a direct connectivity to Autodesk drive
24:28
has been added.
24:29
In the AutoCAD File selection dialog
24:31
boxes, such as Open and Save Drawing As,
24:35
you can now directly access your Autodesk drive.
24:38
Autodesk drive is available through the devices and drives
24:42
of your system.
24:43
In your desktop, that is displayed
24:46
in the Places list of the File selection dialog boxes.
24:49
You will find the Autodesk drive in your PC's devices
24:53
and drives.
24:56
Now, let me provide you with a brief introduction
24:58
to the Autodesk Docs.
25:00
Autodesk Docs is a cloud-based document management solution
25:05
that provides a centralized environment
25:08
to store all the common data required for a project.
25:11
It acts as a single source across the project
25:14
lifecycle where all the project members can have access
25:19
to all the information for the project.
25:21
With Autodesk Docs, collaboration and data
25:24
management between team members is streamlined, efficient,
25:28
and up-to-date.
25:30
There is a licensing requirement for Autodesk Docs.
25:33
Instructions on setting up a site on the Autodesk
25:36
Construction Cloud is sent to Autodesk Docs customers.
25:41
Once the site is activated, the Autodesk administrator
25:45
can create projects and invite members to manage
25:48
or collaborate in a project.
25:50
In addition to being invited as a project member,
25:54
a user also needs to have a Docs license assigned to them
25:59
in their Autodesk account.
26:01
AutoCAD includes a direct access to Docs projects on the Start
26:06
window, which enables you to navigate to a project
26:10
and preview and open drawings directly from the project.
26:13
Using the Autodesk Desktop Connector,
26:16
users can save drawings into a Docs project
26:19
and open them directly from AutoCAD.
26:22
In the File selection dialog boxes, such as Save Drawing As,
26:27
you can open the drawings from and save the drawings
26:30
to Autodesk Docs directly from AutoCAD.
26:34
AutoCAD 2022 supports locking and unlocking
26:38
of drawings in Autodesk Docs.
26:40
So when a user opens a drawing in an Autodesk Docs project,
26:45
the drawing is locked automatically
26:48
so that no other users can edit the drawing when it is in use.
26:52
When a drawing is locked, Autodesk Docs
26:55
also displays which user is currently
26:57
working in the drawing.
26:59
Now, let's talk about the PUSHTODOCS feature in AutoCAD.
27:04
AutoCAD 2022 introduced the Push to Autodesk Docs
27:08
feature so the team members could
27:10
view the digital PDFs of drawings
27:12
while they are in the field.
27:14
This feature allows project members
27:17
to upload drawing layouts from multiple drawings
27:19
to an Autodesk Docs project as PDFs.
27:23
This command is accessed from the Collaborate tab Share
27:28
panel in the ribbon or by entering the PUSHTODOCSOPEN
27:32
at the command line.
27:34
This tool opens the Push to the Autodesk Docs palette
27:38
where multiple tools and options have
27:40
been provided to manage the uploading of the drawing
27:43
sheets as PDFs to selected project folders on Autodesk
27:47
Docs.
27:49
In the Push to Autodesk Docs palette,
27:52
the Sheets to Upload area contains
27:55
a list of all the sheets that you
27:57
have added from the drawings.
27:59
Use the tools at the top to select drawings
28:02
to add their available layouts to the list
28:05
or remove selected layouts from the list.
28:08
You can also load a previously-saved list of sheets
28:11
or save the current list for future use.
28:14
Additional options that have been provided
28:17
to manage the uploading of the drawing sheets
28:20
as PDFs to selected project folders on Autodesk Docs.
28:24
By default, the software creates the file name for the PDF.
28:29
As with most other commands, you can click on the file name
28:32
and rename the file.
28:34
Right-click anywhere in the palette
28:36
to display a menu where you have the same options as
28:40
in the toolbar.
28:41
Once you have selected the layouts to be uploaded as PDFs,
28:45
select the Select Folder button.
28:49
Browse to the project and the project folder
28:51
in which to save the PDFs.
28:53
And finally, click OK to upload the selected sheets as PDFs
28:58
and they become ready for use on the cloud
29:01
by you or other team members.
29:05
Thank you for joining me today for this accelerated
29:07
presentation about the latest collaboration
29:11
features and enhancements in AutoCAD,
29:14
and I hope that you found the information useful.
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