Trimble Connect for Browser - User Guide

Document created by Laura Anne Cook on Nov 4, 2020Last modified by Laura Anne Cook on Nov 12, 2020
Version 2Show Document
  • View in full screen mode

User Guide

Trimble Connect for Browser

Download the latest User Guide 

Version 1

Before You Begin

Connect Licensing

View & Manage Licenses

Managing Your Trimble Account & Connect Profile

Creating Your Trimble ID & Connect Profile

Update Your Profile & Preferences

Removing Your Account

Installation Guide


Understanding Project Types & Features  

Creating Projects

Filter, Sort & Change Project View 

Leave or Delete Projects

Files & Folders 

Project Folder Structure

Supported File Formats

File & Folder Naming Conventions

Upload Files

Add Folders

Other Ways to Add Data

View File & Folder Details

File Assimilation

Open, View & Edit Files

File Versions & Revision History

Share Files

Change Control with Check In/Out

Download Files & Folders

Move Files & Folders

Rename Files & Folders

Delete Files & Folders

Restore Deleted Files & Folders

Exporting File Lists

Supported Bulk Operations for Files

Supported Bulk Operations for Folders

Folder Permissions

File Permissions


Adding Comments

Managing Comments

Comment Permissions

Known Limitations


Create or Add New Tags

Removing Tags 

Known Limitations


Sort & Filter Views

View, Modify, Share or Delete Views

2D & 3D View Permissions


Create a Release

View & Manage Releases

View, Download & Manage a Release’s Files

Release Permissions

Known Limitations


ToDo Schema

Create a ToDo

View & Manage ToDos

Import ToDos from an Excel File

Export ToDos

ToDo Visibility 

ToDo Permissions


User Roles

Invite Users

Managing Users

Benefits of Groups

Managing Groups

Import and Export Users & Groups


Tracked Activities

View & Filter Activities

Export Activities to Excel


Using Search

Global Search

Searching within a Project

Project Settings & Details

Project Details

Notification Settings

Unit Settings

User Permission Settings

Sync Settings

October 3, 2020