Forma Data Management
Highlighted Features for Forma Data Management
Centralize all Project information
Centralize all project information in a single, cloud-based platform.
Design to construction
Allow easy, yet controlled, transfer of information from design to construction.
Reduce risk
Reduce rework risks by keeping everyone working from the current document set.
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KEY FEATURES Make sure project teams have access
to the right information at the right time.
> Publish Drawings
> Hyperlinks
> Permissions
> Document Sets
> ISO 19650
> Approval Workflows
> Versioning
> Desktop Connector
Frequently Asked Questions
What is Forma Data Management?
Forma Data Management is Autodesk’s cloud-based document management solution for design and construction teams. It serves as a common data environment (CDE) where project teams can store, share, view, mark up, and manage drawings, documents, and models. Everyone works from the same up-to-date information, from design through construction.
Is Forma Data Management the same as Autodesk Docs?
Yes. Forma Data Management is the new name for Autodesk Docs, which was originally known as BIM 360 Docs. In March 2026, Autodesk Construction Cloud became part of Autodesk Forma, and Autodesk Docs was renamed Forma Data Management. The change is mainly a rebrand. Your projects, data, logins, and workflows stay the same, so teams already using Autodesk Docs can keep working without any migration.
What types of project information can I manage in Forma Data Management?
You can manage 2D drawings, PDFs, 3D models, specifications, and other project documents in one centralized location. Teams can publish drawing sets, link related sheets with hyperlinks, add markups, and organize files into document sets. This makes it easier to find the right information without searching through email threads or local folders.
How does Forma Data Management help reduce errors and rework?
Automatic versioning ensures everyone works from the current document set, while previous versions remain available for reference and comparison. Controlled document sets and approval workflows help ensure that only reviewed and approved information reaches the field. The result is fewer mistakes caused by outdated drawings and more confident decisions on site.
Can I control who can view, edit, or approve project documents?
Yes. Folder-level permissions let you define who can view, upload, edit, or manage files, so sensitive information is only shared with the right people. Configurable approval workflows let you set up formal review and approval steps before documents are issued. This gives you better control and a clear audit trail across the project.
Does Forma Data Management support ISO 19650 workflows?
Yes. Forma Data Management includes tools that support information management processes aligned with ISO 19650, such as file naming standards and controlled status workflows. This helps organizations working on projects that require structured BIM information management meet client and industry requirements more consistently.
Can I work with Forma Data Management files directly from my desktop applications?
Yes. With Autodesk Desktop Connector, project files stored in Forma Data Management appear in your computer’s file explorer. Teams can open and save files in tools such as Revit, AutoCAD, and Civil 3D while keeping everything synchronized with the cloud. This makes cloud-based document management feel like a natural part of your existing workflow.
How can I get a Forma Data Management license and help implementing it?
As an Autodesk Platinum Partner with over 30 years of experience, MicroCAD helps design and construction teams choose the right licensing option, set up their projects and permissions, and train users with Autodesk Certified Instructors. Our technical support team also provides priority response within 4 business hours for licensing, installation, and usage questions. Contact our team to request a quote or talk to an expert about your document management needs.
