Autodesk Forma Build: Files (Non-CAD/Non-Revit Workflows) provides an overview of the Autodesk Forma Files Tool and its core functionality for managing project files and collaboration workflows. Topics include uploading and viewing files, navigating folder structures, organizing packages, managing file attributes and permissions and integrating with Microsoft 365 files. It also covers administrative features such as Files Tool settings, package management, review automation, notifications and email preferences, along with best practices for file naming standards and project-level file management.
Autodesk Forma Build: Files (Non-CAD/Non-Revit Workflows)
Duration: 6h
What You'll Learn
- Introduction to the Files Tool
- Navigating and Searching Files
- Viewing Files
- Uploading Files
- Working with Markups
- File Actions
- Working with File Attributes
- Working with Packages
- Working with Microsoft 365 Files
- Organizing Files with Folders
- Files Tool Settings (Admin Only)
- Managing Folder Permissions
- Managing File Attributes at the Project Level
- File Naming Standards
- Managing Packages (Admin Perspective)
- Automatically Triggering Reviews From Files
- File Notifications and Email Settings
About the Author
Ron Smith is the Founder and Principal Consultant of Cedar Rock Consulting LLC, a veteran-owned consulting firm focused on helping organizations improve operational clarity, strategy, and execution through technology, process optimization, and digital transformation, and is also a trusted reselling partner for Global eTraining!
With more than 30 years of experience spanning engineering, manufacturing, construction, SaaS, and enterprise technology, Ron has built a career leading initiatives in project management, customer success, consulting, strategic sales, and business operations. His background includes roles with Autodesk, various Autodesk partners, architecture, engineering, and consulting organizations, where he has helped companies of all sizes improve workflows, scale operations, and align technology investments with business outcomes.
He holds advanced degrees in Business Administration and Project Management and has extensive experience across the Autodesk ecosystem, including AutoCAD, Inventor, Vault, Revit, Fusion, and Autodesk Construction Cloud platforms.
