Document Workflow

€45,00
excl. VAT

Subscription license

One license per Trimble Connect project

License: Monthly

Review documents efficiently
Automate the document review process with the Trimble Connect Extension Document Workflow. Select one or more documents and team members to review. Start the workflow and the first reviewer receives a notification. Review by putting ToDo's, comments or views in the document or add a new document for additional info. Are you done? Then the next team member gets to work. 

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Specifications
  • Trimble Connect Extensions can be activated in combination with an active Trimble Connect Business, Business Premium or Enterprise license only.
  • The Trimble Connect Extensions are only available for Trimble Connect for Web.
  • One Trimble Connect Extensions license can be activated on one Trimble Connect project, so a license is needed per project.
  • In our License Manager you can deactivate and activate the license on the desired project. You can switch between projects as often as necessary.
  • If many licenses are needed, an Enterprise license with unlimited projects could be a better choice, contact us for more information.
  • When a license is activated on a project, other members (also external) of the project can also use it.
  • A license that has been activated in combination with a Trimble Connect Enterprise license can be used by all project members (also the ones using a free license). A license that has been activated in combination with a Trimble Connect Business or Business Premium license can only be used by project members who also use a Trimble Connect Business or Business Premium license (not by members using a free license).
  • Trimble Connect Extension licenses are valid for one full month or year (depending on the chosen interval).
  • Trimble Connect Extension licenses are renewed automatically, unless deactivated in the webshop account environment before the renewal date.
  • The licenses will be active for use within an hour after the moment of buying.
System requirements
  • Supported browsers: Google Chrome, Edge, Firefox, Safari
  • Processor:
    Quad-core 1.6Ghz minimum
    8-core 2.60Ghz recommended
  • Memory:
    8 GB RAM minimum
    16 GB RAM recommended
  • Storage:
    10 GB free storage minimum
    32 GB SSD free storage recommended
  • Graphics card:
    Integrated GPU, 1GB memory minimum
    Discrete GPU (Nvidia, AMD), 4 GB memory recommended
  • Internet connection:
    2 Mbps minimum
    10 Mbps recommended
License: Monthly

Keep a grip on deadlines

Reduce email traffic and keep your project information in one place with Document Workflow. Have drawings, models and other documents reviewed by one or more project members. You can add multiple team members to a group and workflow. Select how much time the reviewer gets to check.

Save existing workflows as templates to use on another project. The history of the workflow shows which actions were taken. With Document Workflow you keep a grip on a more efficient review process.

Communication in one place

Find all reviews in Trimble Connect and implement them immediately.

Work quickly and efficiently

Team members are automatically notified when it is their turn to review the document.

Grip on deadlines

Set how much time the reviewer has to give feedback.

Workflows per document

Create a unique workflow for every document or model you want to check. Define the reviewers and review time for every stakeholder.

Create different workflows for different types of documents. Such as a construction drawing or MEP drawing.

After finalizing the workflow you have ability to publish the final version of a document in a specific folder. The files will also be locked so they can’t be changed by any other stakeholder in the project.

You also have the option to specify the permissions for project members. Who can start a workflow, who can edit a workflow.

Streamlined document review

When reviewing a document you have the ability to place your comments, attach a file with remarks, attach any file from your Trimble Connect project, attach a ToDo and/or attach one or more views from a 3D model to your workflow. You have the choice to assign a workflow to project stakeholders, but also to a group of reviewers that are active in your project.

In this way you can streamline reviewing of a document easily. Reviewers are notified by email when it’s their turn to review.

You can see in the activity list the history of every workflow of a document in your Trimble Connect project.

Document Workflow is part of the following bundles

Work even more effectively with these combinations

VDC bundle
From €144,00
Engineering bundle
€1.188,00

Frequently asked questions about the Document Workflow

Which type of licenses are available for this extension?

This extension can be purchased in the webshop as a single license for 1 project or as part of a project bundle for 1 project with other extensions.
Can this extension be used by every project user?

If the project has a Trimble Connect Enterprise or Project license, any user can use the extensions. Anything below a Trimble Connect Project license would require the user to have a Trimble Connect Business or Trimble Connect Business Premium license.
Is the extension available as an Enterprise license?

The extension is available as an Enterprise license as part of a bundle. Prices for these bundles are available on request.
Do you have instruction videos?

On our support page, you can find instruction videos of every extension as well as instruction manuals.
On which Trimble Connect platform is the extension available?

The Trimble Connect Extensions are available on Trimble Connect for Web.
Can I set up one or multiple workflows?

For every activity/check you can set up a unique workflow, with different reviewers and review time.
Do I get notified when a workflow is assigned to me?

When it's your turn to review a document, you are automatically notified by email. When you have finished the review, the sucessor gets notified as well.
Which follow up actions are possible when a workflow is finished?

There are multiple options, like moving the documents to a different folder or sending the documents as a release to project members automatically.
Can I change the review time?

For every reviewer (or group of reviewers) you can set up the review from one day to a number of days of choice. It is also possible to include or exclude weekend days.