Creating, sharing, and archiving Topics

A Topic groups related drawing markup and coordination under one clear title.

Best for: Design review and drawing coordination · Requires: Topics write permission; sharing changes require Topics share permission.

1. Open Management Tools → Topics.
2. Select New Topic.
3. Enter a specific title and create it.
4. Open Edit Shared With and choose the intended audience.
5. Add sheets and markup from the drawing viewer as needed.

New Topics begin with the creator as a member. Sharing can include selected people, the organization, or Anyone on Project Team, depending on your access and the Topic's locked sharing state.

Choose the narrowest audience that can complete the work. Sharing a Topic does not grant access to every connected RFI, Submittal, or other record.

Use Archive Topic when the coordination is complete or inactive. Archived Topics remain in the Archived Topics section and can be unarchived. Archiving preserves history; it is not the same as deleting comments.

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