The Guide for AEC Teams

Complete Workflow for All zipBoard Users

Getting Started with zipBoard

Sign Up and Set Up Your Profile

• Visit the zipBoard website and sign up for an account.

• Complete your profile with relevant information.

  

Create a New Project

• Navigate to the dashboard.
• Click on "Create New Project."
• Enter project details such as Project ID, Title, and description.

Projects are like folders. So you can create projects based on teams, or the projects that teams are doing, anything you wish to do.

Create Project Phase

• AEC Project Managers can establish phases to monitor project progress. Typical phases might include Design, Pre-Construction, Construction, and Post-Construction.

  

• They also need to configure statuses at the project or organizational level.

Invite AEC Team and Stakeholders

Invite Stakeholders

• Project managers may opt to include architects, engineers, contractors, and managers in the review process to ensure comprehensive collaboration and feedback.

  

• Project managers may also invite clients. Involving clients in the review process fosters transparency, aligns expectations, and ensures their vision is accurately represented throughout the project lifecycle.

  

Share Files

• After uploading AEC-specific content and adding collaborators, project managers in the AEC industry can share the project with stakeholders for review.
  • Sharing the project enables other stakeholders to access the content and provide feedback from their respective locations.
  • AEC project managers can customize sharing settings to control who within the team and client base has access to the project and what permissions they possess.

Uploading and Managing Documents

Upload Files

• Click on "Add Content" and select the documents you want to add. zipBoard supports various file formats, including PDFs, images, and CAD drawings.

• You may also click a specific phase and add some contents

  

Annotate and Markup Documents

• Click on the document you wish to review.
• Use the annotation tools to add comments, markups, shapes, highlights, and other annotations directly on the document.
• Leverage cloud annotations for real-time collaboration and ensure all team members can see updates instantly.

Collaboration and Communication

Assign Tasks and Comments

• Click on specific areas of the document to add comments or suggestions.
  • You may also reply to an existing comments
• Assign tasks to team members directly, specifying due dates and priorities.
• Use the project dashboard to track the progress of assigned tasks and comments.

Review and Approve Documents

• Set up a review process or workflow where team members can approve or request changes to documents.
• If you are the head of the project, you may approve, reject, or make actions to a comment directly in the document.
• If you invited external stakeholders to review the file, you can triage their comments, and transform them into tasks.

Advanced Features

Dynamic and Run-Time Stamping

• Use dynamic and run-time stamps to add approval or review stamps to documents. Customize stamps with relevant information such as date and reviewer name.

  

• Keep track of all changes and approvals with automated version control.

Add Images and Links

• Add images directly to your documents to provide visual references or additional information.

• Insert hyperlinks within the document to external resources or other parts of the project for easy reference.

Integration

Integrate zipBoard with other tools you use, such as project management software, cloud storage services, or other applications.

• Microsoft Integration
• JIRA Integration
• WRIKE Integration
• Slack Integration
• LambdaTest Integration

Ensure a seamless workflow by connecting zipBoard to your existing project management ecosystem.

Best Practices for Architects Using zipBoard

• Regularly update project documents and keep team members informed of changes.
• Use comments and annotations to provide clear, concise feedback.
• Keep documents well-organized with phases and tags to ensure easy access and retrieval.
• Regularly monitor the progress of tasks and reviews to keep the project on track.