Forma Data Management guide

A quick-start guide to Forma Data Management (Autodesk Docs): 34 topics by role. The guide and PDF are in Vietnamese; tool, button and menu names stay in English to match the interface.

v0.6 · checked against Autodesk Help on 2026-10-01Download the PDF (Vietnamese, v0.2)

The guide and PDF are in Vietnamese. This page lists the 34 topics with English titles and the roles each one is written for; the full text is on the Vietnamese version.

P01ALL

What is Forma Data Management?

Using this guide as a learning and working map

Picturing the CDE and the toolset

The first 30 minutes for new users

Project setup sequence

Members, Roles, Companies: decide "who" before "what access"

Project Templates: standardize instead of re-configuring

Folder Structure: simple, purposeful, easy to permission

Folder Permissions: WHO + WHERE + WHAT

Test permissions as a real user, not just the configuration

Naming Standard: control file names where control is needed

Attributes: metadata for better search, filtering and control

Files: the daily workflow

Uploading correctly: standalone file, new version or file with references?

Search, Filter and Files Log: no need to remember where a file is

Version Control: one file, many versions

Compare versions: see what changed between two versions

Markup or Issue? Choose by tracking purpose

Create Issue: turn a problem into an accountable tracked item

Manage Issues: filter, assign and track until closed

Share, Review, Transmittal or Bridge?

Public Link and Bridge: two sharing methods that need clear rules

Reviews: replace traditional approval requests with a stateful process

Designing an Approval Workflow: enough control without over-complexity

Submit → Review → Approve: the user workflow

Transmittals: issue documents with a clear history

Reports & Audit: checking how the project is being run

Desktop Connector: cloud data in File Explorer

Rollout and troubleshooting: a general checklist

Hub Admin: administration at organization/hub level

Specifications: put technical requirements into a searchable structure

Forma Board: design review and collaboration in a visual workspace

Insight: track trends, quality and risk from project data

Glossary and where to look further