Upchain enables versions and revision control for your non-CAD documents and offers powerful tools to share and collaborate on documents. Learn how to 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 mark up 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.

Workflow management 2: Change requests in Upchain - Quiz