
Learn to manage project documents with the document register, including uploading, searching by type and title, filtering by contractor or department, and exporting with bulk and transmittal workflows.
Upload a new document and workflow in the Aconex system, managing transmittals, revisions, and reviews with document types, disciplines, and templates.
Master bulk processing in Aconex by using a metadata template and Excel to link pdfs to the open system, ensuring file names and statuses align.
Learn how to manage mail types and forms in the Aconex system, including NCR, RFI, site inspection, and observations, with roles, approvals, and linking of responses and documents.
Configure document numbers in the Aconex system by choosing manual or auto numbering and building a reference number from project code, organization code, zone block, type code, and sequence.
The Aconex learning path introduces the fundamentals of Aconex. The course will provide you with the knowledge to make Aconex easier and more effective. You will learn about the Aconex model, how organizations create and share information, and the importance of revision control and how to do setup new project on Aconex system (project setting file, onboarding the users, setup the distribution list) and migrating documents from the old folder to Aconex system. Manage project and ensure quality submission and tracking incoming and outgoing transmittal & workflows. It provides you with additional knowledge to help you get the most from Aconex. You will learn about managing larger volumes of information and the principles of good document control, understand how to manage large volumes of information efficiently, learn how to track and report on key project information and become familiar with controlling project communications. Learn how to control the creation of information Master managing your projects, organization, and users Understand documentation and basic change management. It provides you with the knowledge to successfully manage your organization, its users, and your projects. You will learn good practice principles and the importance of documenting how your project is configured.
Aconex Course
a. What is Aconex?
b. Log in to Aconex
c. Create mail
d. Find mail
e. Upload documents
f. Send documents