Here are some articles that can get you started with the essential tasks that you can perform using Fulcrum.
Step 1: Upload Documents
Use Fulcrum's Smart Upload feature to easily upload multiple documents at one go, tag them with metadata, all while ensuring they have unique Fulcrum-generated filenames that make it easier to track documents.
Step 2: Upload Drawings
Collaborate within and across project teams on drawings with the help of Fulcrum's Smart Upload for Drawings. Drawings uploaded using this feature have their titles and revision number automatically extracted. You can then mail these drawings to your team.
Step 3: Share via Mail
After you upload documents or drawings, you can directly mail them to users on Fulcrum, or you can select the documents or drawings that were already uploaded to Fulcrum to be shared via a Mail.
Step 4: Assign Actions and Complete Actions
You can send mails in Fulcrum with necessary documents attached for Approval, Acceptance, Acknowledgement, Review or as RFIs. These generate actions for recipients based on the type of mail you've chosen and the recipients can complete their actions and provide you with feedback.
Step 5: BIM Collaboration
You can also upload BIM Models to Fulcrum, add comments to these, and share via Fulcrum mails. With Fulcrum+ integration, you can also view comments that were made using the Fulcrum+ app.