Aconex Professional

This path builds on the fundamentals of Aconex. It provides you with additional knowledge to help you get the most from
Aconex. You’ll learn about managing larger volumes of information and the principles of good document control.

Objectives

 Understand how to manage large volumes of information efficiently

 Learn how to track and report on key project information
 Become familiar with controlling project communications

LEARNING PATH

Management
Document Management made simple
Principles to make managing documents easier
 Basic Document Control Principles
 Document Classification AKA document fields
 The importance of filenames outside of Aconex
Uploading multiple documents
 Single vs multiple uploads
 Saving time with Upload Profiles
 Zip files versus drag and drop
 Registering documents from the Temporary Files area
Document activity and event logs
 Looking at recent activity in the document register
 Exploring more activity with the Event Log
 Document history and older versions

Documents
Managing multiple documents
Power up your searching
 Wildcards and operators
 Wildcard searches
 Operator searches
 Transmittal Reports
 Creative uses for document searches

Updating multiple documents

 Single vs Multiple updates
 Updating multiple documents
 Making it easier with the Copy to panel
 Preparation is everything

Confidential documents
 Why make a document confidential?
 Making documents confidential
Reporting
Mail Reporting
Mail has a status
 Why does each piece of mail have a status?
 Using the mail status effectively

Custom mail reporting

 Creating a custom mail report
 Creative uses for custom mail searches

Mail management
 Registering mail from external source
 Using Mail Groups

Reviewing
Reviewing documents
Getting started with workflows
 A series of Steps
 It starts with a template
 Starting a workflow

Reviewing and reporting in workflows

 Capturing comments
 Reviewing documents
 Workflow reporting