Use the GoFormz-BIM 360 connection to upload submitted PDFs to your existing BIM 360 account.
Before you begin, verify that you have access to an existing BIM 360 account. The BIM 360 account used for this connection will display as the user who completes any actions using this connection.
You'll need to re-authenticate this connection each time you change your BIM 360 account password.
🗒️ Note: If you add your connection using Safari, you may need to allow pop-ups from GoFormz to successfully add your connection.
Navigate to the Workflows tab in the GoFormz web app where you'll access the Workflow Dashboard. Next, follow the steps below to add your new connection.
Click the Manage Connected Apps card.
You'll navigate to the Connected Apps page.
Find the BIM 360 connection card.
Click Add Connection.
The BIM 360 log-in window will appear.
If you're already logged in to BIM 360, you'll automatically move on to step 4.
If you need to log in, enter your BIM 360 username and password.
Click Allow Access to complete the integration.
This allows GoFormz to read and write files to your BIM 360 account, but GoFormz will not manage any of your BIM 360 settings.
Click the newly added BIM 360 connection card.
You'll navigate to your BIM 360 connection management page.
Access the Actions (. . .) menu and click Details.
A window displaying your connection details will appear.
Enter a unique connection name.
Your connection name should include the username of the BIM 360 account used to create your connection.
Click Save.