Automated quality checks and cross-cloud delivery for construction.
Validate naming, metadata, and PDF content across your Forma projects, SharePoint sites, Box folders, or local uploads — and push approved files between Forma, SharePoint, and Box with metadata pre-filled. Same rule sets. Same reports. Same dashboard.
Every document controller and QA manager has dealt with these.
!Pain · 01
Files with wrong naming conventions.
Thousands of documents uploaded with inconsistent names. Some follow the standard, some don't, and nobody catches it until handover.
!Pain · 02
Missing metadata fields.
Required attributes like Document Status, Suitability, or Discipline left blank. No way to enforce completion across folders.
!Pain · 03
Title block doesn't match metadata.
The PDF title block says Revision C but the file metadata says Revision B. These mismatches go unnoticed until an audit.
!Pain · 04
Missing or extra deliverables vs. the register.
The MIDP says 247 documents, but you have 232 in the folder — and 5 extras nobody planned for. Cross-checking takes a full day.
!Pain · 05
Codes not on the approved list.
An originator code, discipline, or suitability slips through that isn't on the project's approved list. Hard to spot in a sea of files.
!Pain · 06
Manual spot-checks taking hours.
Opening files one by one, comparing naming patterns, checking metadata fields. Hours of tedious work repeated every week.
How it works · Sheet B
Three steps to automated document quality.
Define what good looks like, run checks automatically, and act on violations.
01Step · One
Define Rules
Start with seven built-in rule sets covering naming, metadata, content, register compliance, and cross-field validation. Clone and customise, or create your own from scratch. Use AI to generate regex patterns from example filenames.
02Step · Two
Run Checks
Run checks manually, on a schedule, or automatically via webhooks when files change. Select folders from your Forma project, a SharePoint site, a Box folder, or upload local files. Combine naming, metadata, and content rules in a single run, or assign different sets per folder.
03Step · Three
Review & Act
View results on an interactive dashboard. Track violation status from Open to Resolved, push approved files back to Forma with metadata pre-filled, and export reports as CSV or Excel.
End-to-end workflow
From finding to fixing — without leaving the loop.
Push selected QA findings to Forma Issues in one click. Status flows back automatically when the team closes them.
Reopen in Forma and Foreman knows about it the next time you open the run.
Cross-cloud · Sheet B+1
Three clouds. One QA pipeline.
Author your rule sets, PDF zone templates, and OCR config once. Run them against Autodesk Forma hubs, Microsoft 365 SharePoint sites, and Box folders. Push approved files in any direction with metadata pre-filled.
⇄
⇄
Same on both
Rule sets & templates
Built-in ISO 19650 sets, PDF zone templates with size variants, validation lists, AI regex builder — author once, run on either cloud.
Same on both
Reports & dashboards
Branded PDF, CSV, Excel exports. Health-score charts. Forma, SharePoint, and Box runs sit side-by-side in your check history with a per-row source badge.
Cross-cloud
Push & attribute writeback
Push between any two of Forma, SharePoint, Box, or Local. Per-file new-version vs new-item is decided automatically. ACC custom attributes, SharePoint site columns, and Box metadata templates all write through.
Where it earns its keep
For consultants juggling client clouds.
One client lives on Forma, the next on SharePoint, the architect's on Box. Sub-consultants drop deliverables into M365; your CDE is ACC. Foreman doesn't make you pick — sign in once, browse all three, and let the same rule set decide what's good enough to cross over.
Run QA on a local PDF, a file already in Forma, SharePoint, or Box. When the result is good, Foreman publishes it to the destination folder you pick — Forma, SharePoint, or Box — fills in custom attributes from PDF zone values and filename segments, and stamps Foreman QA Status. No second upload. No re-keyed metadata. No manual status flip. The version your team approved is the version that lands in the CDE.
01Step · One
Pick the Destination
Choose Forma, SharePoint, or Box, then the folder. For Forma, that's hub → project → folder; for SharePoint, site → library → folder; for Box, the folder tree from your account root. Foreman pre-fills from the run's context or your last push, so most days it's already where you want it. Same name in the destination becomes a new version; a unique name becomes a new item — you see the per-file decision before pushing.
02Step · Two
Map the Attributes
For each custom attribute (ACC custom attribute, SharePoint site column, or Box metadata field), pick a source: a PDF zone value, a filename segment split by your separator, an existing value carried over from the source version, or a literal you type. Foreman auto-suggests by name match. Numbers, dates, and dropdown options are validated before push — values that don't fit are skipped, not silently rejected. Missing site columns or Box template fields can be auto-created on the spot.
03Step · Three
Push & Publish
Foreman uploads, creates the item or version, writes the attributes, and stamps Foreman QA Status on every pushed version: Pass, Fail, Warning, or Not Checked. Watch live progress per file. Cancel mid-flight.
Push between Forma · SharePoint · Box in any direction · Auto-push on pass available per folder · Foreman QA Status travels with the file
Where teams use it · Sheet B''
Six concrete push patterns.
From intra-cloud promotion to bridging between client clouds — these are the workflows teams set up on day one.
Promote on pass
From WIP to Shared, when QA passes.
Designers work in Work in Progress. QA decides what crosses to Shared — only files that pass naming, metadata, and title-block checks make it through. Turn on auto-push per folder and the file lands the moment it passes.
Submission packs
Build the submission pack as you push.
Gather the approved revision of every drawing into a Stage 4 — Submission or Handover folder. Foreman QA Status sits next to each file, so the auditor sees the verdict beside the document — not in a separate report.
Project templates
One template, every project.
Push canonical templates, site logistics plans, or company details from a master project into every active project's 03 Standards folder. Same file, many homes — and metadata travels with each copy.
SharePoint → Forma
From SharePoint into Forma, on pass.
Sub-consultants drop deliverables into a SharePoint library. Foreman runs the QA check there, and only files that pass cross into the Forma Shared folder — with attributes pre-filled. Files that fail stay in SharePoint for fix-and-resubmit.
Box → Forma
Architects on Box, the GC on Forma.
Design teams keep working in Box (no Forma seat needed). Foreman runs QA against the Box folder, writes verdicts to the Box file's metadata, and pushes only the approved sheet set across into Forma Shared. Box Tasks track every issue back to the designer.
Forma → Box / SharePoint
Mirror to a client cloud, on approval.
Your CDE is Forma; the client wants deliverables on SharePoint or Box. Run QA on Forma, push the approved revision into the client's destination with attributes mapped to site columns or a Box metadata template — no zip-and-email handoff.
Seen enough?14-day trialFull accessNo card on fileStart trial →
PDF Zones · Sheet C
Extract text from any part of a document.
Define rectangular zones on your PDF pages to target specific areas like title blocks, revision tables, or approval stamps. Foreman extracts text from each zone and validates it against your rules.
Multi-page zone templates. Define zones on any page of the PDF. Templates are reusable across checks and projects.
Auto-detect text vs scanned. Foreman automatically uses native text extraction for digital PDFs and OCR for scanned documents.
Live preview of extracted text. See exactly what text is captured from each zone before you save your rule.
Rotate, zoom, and pan. Full control over the PDF viewer. Rotate pages, zoom in on details, and pan across large drawings.
Size variants for A0, A1, A3, and more. Construction documents come in different sheet sizes. Create variants per size — zones are anchor-repositioned automatically. The right variant is matched per file during checks.
Smart template matching. If multiple variants share the same dimensions, Foreman scores each by zone content coverage and picks the best fit — zero extra cost.
Twelve rule types across three categories. Mix and match them into rule sets.
File & Metadata
Cat · 01 — 5 rules
Validate file names, formats, and Forma metadata fields.
Rule · 01
Naming Convention
Validate file names against regex patterns. AI generates patterns from examples.
Rule · 02
Required Metadata
Ensure mandatory attributes are populated across every file.
Rule · 03
Allowed Values
Restrict a metadata field to a predefined list. Catch typos before they spread.
Rule · 04
File Format
Block unexpected file extensions from entering controlled folders.
Rule · 05
Freshness
Detect stale files that haven't been updated within a specified period.
Lists & Ranges
Cat · 02 — 4 rules
Check values against reusable lists, numeric ranges, and registers.
Rule · 01
List Validation
Check filename segments, metadata, or PDF zones against a reusable list of approved values.
Rule · 02
Numeric Range
Validate numeric values fall within a min/max range with optional zero-padding.
Rule · 03
Register Cross-Reference
Bidirectional MIDP/TIDP completeness — flags missing AND unexpected files.
Rule · 04
Segment Consistency
Conditional cross-field rules — if discipline = ST, originator must be approved.
PDF Content
Cat · 03 — 3 rules
Extract and validate text from PDF zones like title blocks.
Rule · 01
Content Match
Cross-validate PDF zone text against CDE metadata with exact, contains, or date modes.
Rule · 02
Content Convention
Validate PDF zone content against regex patterns or verify zones have content.
Rule · 03
Content Extraction
Extract text from PDF zones for reporting and audit trails — no pass/fail, data capture only.
Validation lists
Reusable validation lists for codes & registers.
Store your project's approved discipline codes, originator codes, suitability codes, or your full MIDP/TIDP deliverables register as a reusable list. Reference it from any rule, share it across the team, update it once.
Paste from Excel. Copy your MIDP column straight into the list editor — newline or comma separated, automatically deduplicated.
Bidirectional completeness. Register Cross-Reference flags missing files (in the register but not on disk) and unexpected files (on disk but not in the register).
Match against any source. Filename, individual filename segments, Forma metadata fields, or extracted PDF zone values.
Tenant-shared, rule-reusable. Create a list once, reference it from List Validation, Register Cross-Reference, or any number of rule sets.
12 of 247 deliverables missing · 3 unexpected files in folder
Ready to use · Sheet E
Built-in Rule Sets & Validation Lists.
Seven built-in rule sets with 29 rules covering all 12 rule types, plus five ISO 19650 validation lists. Start checking immediately — clone any set to customise.
Set · 01
ISO 19650 Naming (Full)
Full BS EN ISO 19650 naming with status (S0–S8) and revision (P/C) codes.
3 rules
Set · 02
ISO 19650 Naming (Core)
7 core naming fields without status/revision — for teams using Forma versioning.
2 rules
Set · 03
Basic Naming Hygiene
No spaces, no special characters, valid extensions, reasonable length. Works with any standard.
6 rules
Set · 04
Document Register Compliance
Validate discipline, originator, and form codes against ISO 19650 lists. Includes MIDP completeness demo.
5 rules
Set · 05
Cross-Field Validation
Conditional discipline-to-originator and form-to-discipline pairing rules.
2 rules
Set · 06
Metadata Quality
Required fields, allowed document status values, and freshness checks for Forma metadata.
5 rules
Set · 07
PDF Title Block Validation
Cross-validate drawing numbers and revisions between PDF zones and CDE metadata.
6 rules
Built-in · Validation lists
Five ISO 19650 lists ship out of the box.
Ready to reference from any List Validation or Register Cross-Reference rule. Clone to customise with your project's codes.
ISO 19650 Discipline Codes (24)ISO 19650 Suitability Codes (23)ISO 19650 Form Codes (26)Sample Originator Codes (10)Example MIDP Register (20)
Clone any built-in set · Adjust patterns · Combine with other rule types.
Same rule sets. Same templates. Same OCR.Forma+SharePoint+Box
AI Regex Builder
Filename pattern · Auto-generated
Example filename
DWG-STR-001-Rev-C.pdf
Generated pattern
DWG-[A-Z]{3}-\d{3}-Rev-[A-Z]\.pdf
Match! DWG-STR-001-Rev-C.pdf matches the pattern
AI powered · Sheet F
Build naming rules with AI.
No regex expertise required. Paste an example filename and let AI generate a pattern that captures the structure of your naming convention.
Paste any filename that follows your convention.
Generate a regex pattern with one click.
Test the pattern against more examples to verify accuracy.
Powered by Azure OpenAI for reliable, construction-aware pattern generation.
Use cases · Sheet G
Built for construction document workflows.
Different roles, same need: confidence that every document meets the standard — across Forma, SharePoint, and Box.
Document Controllers
Enforce naming conventions and deliverables registers across thousands of files without opening a single one.
Batch-validate entire folder trees against naming rules and approved code lists
Cross-check folders against MIDP/TIDP registers — flag missing AND unexpected files
Export violations as CSV for review with design teams
QA/QC Managers
Automated compliance checks that run on a schedule, no manual effort required.
Schedule nightly checks across all active projects
Get email summaries with pass rates and violation counts
Track violation lifecycle from Open to Resolved
BIM Managers
Cross-validate title blocks against CDE metadata and enforce conditional cross-field rules.
Compare PDF title block fields to file attributes
Validate discipline + originator pairs ("If ST, originator must be ACE or BKR")
Ensure drawing numbers in PDFs match file names and approved sheet number ranges
Project Directors
Hub-wide dashboard with per-project comparison — portfolio visibility without diving into individual folders.
Roll up QA across every project in a hub, or narrow to a selected subset
Compare health-score and volume trends project-by-project on the same chart
Spot recurring-issue projects via the Projects Breakdown table
Evidence packs for audits and handover milestones
Results & actions · Sheet H
Full visibility into every check.
From individual violations to portfolio-level dashboards, every result is actionable.
Pass / fail / warning / skipped
Every file gets a clear status. Warnings flag non-critical issues. Skipped files show why they were excluded.
Violation details with zone preview
See exactly which rule failed, the expected vs actual value, and a visual preview of the PDF zone that was checked.
Status tracking
Move violations through Open, Acknowledged, Waived, and Resolved states. Track who changed the status and when.
Re-run and re-check
Re-run entire checks or re-check individual files after corrections. Compare results across runs.
CSV and Excel export
Export check results with full violation details. Share reports with teams who don't have Foreman access.
Project- or hub-wide dashboard
Flip between single-project drilldown and hub-wide roll-up. A Compare Projects toggle turns health and volume trends into one coloured line per project so you can benchmark across the portfolio at a glance.
Compliance dashboard
Six interactive charts: Violations by Rule, Violations Over Time, Pass Rate by Folder, File Types Checked, Repeat Failures, and a Time Saved metric showing hours recovered from automated QA.
PDF reports
Generate branded PDF reports with configurable sections — cover page, executive summary, health trends, violations by rule and folder, and detailed file results. Upload your logo, customize the title, and share with stakeholders who need a polished compliance document.
OCR · Multi-language
Even scanned documents are covered.
Foreman uses Tesseract OCR to extract text from scanned PDFs and rasterised drawings. Native text-layer extraction handles digital PDFs. Both work inside zone templates, and you never need to choose — Foreman auto-detects which method to use.
Drop-in rule bundle with naming, metadata, and register rules tuned to BS EN ISO 19650. Importable JSON plus a one-page cheat sheet — ready to run.
Automation · Sheet I
Set it and forget it.
Trigger quality checks automatically when files change via webhooks, run them on a schedule, or kick them off manually. Foreman handles the rest and sends you the results.
Webhook triggers. Automatically run QA checks when files are added or modified in Autodesk Docs. No manual intervention needed.
Smart debouncing. Batch uploads are grouped into a single check. No duplicate runs from rapid file changes.
Scheduled checks. Visual schedule picker with day-of-week toggles, time picker, and timezone support. No cron syntax needed.
Email notifications. Get notified on completion with a summary of results. Failure alerts are on by default.
Event audit log. Full visibility into every webhook event — processed, debounced, or skipped — with on-demand report generation.
QA Check Complete
Bridge Extension Phase 2
Pass rate87%
142
Passed
18
Failed
3
Warnings
Top violations
Naming convention11 files
Missing metadata5 files
Content mismatch2 files
View full results
Ledger · Why automate
Why automate document QA?
Task
Without Foreman
With Foreman
Quality checking approach
Manual spot checks
Automated validation with multiple rule sets combined per check
Upload local files for instant QA before pushing to Forma
Reacting to file changes
Manual re-checks after uploads
Auto-triggers run checks instantly when files change
Tracking violations
Spreadsheet tracking
Interactive dashboard with status workflow
Time per project
Hours per project
Minutes across all projects
Time saved tracking
No visibility into time spent
Automatic time saved metric per check run
FAQ · Questions from the field
Frequently asked questions.
Q · 01
What file types are supported?
+
All file types are supported for metadata-based rules — naming convention, required metadata, allowed values, file format, freshness, list validation, numeric range, register cross-reference, and segment consistency checks work on any file in your CDE. PDF files are additionally supported for content extraction using zone templates with text-layer parsing and OCR.
Q · 02
What is a validation list?
+
A validation list is a reusable set of approved values you create once and reference from multiple rules. For example, store your project's approved discipline codes, originator codes, or your full MIDP/TIDP deliverables register as a list, then use it in List Validation or Register Cross-Reference rules. Lists are tenant-scoped so your whole team can share them, and you can paste values from Excel or type them directly.
Q · 03
How do I check for missing deliverables?
+
Use the Register Cross-Reference rule. Upload your MIDP/TIDP register as a validation list (paste from Excel — one document number per line), then point the rule at your project folders. Foreman flags both missing files (in the register but not on disk) and unexpected files (on disk but not in the register), so you get a complete completeness picture at any milestone.
Q · 04
How does PDF content extraction work?
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You define rectangular zones on a PDF page using the visual zone editor. Foreman downloads the PDF, extracts text from each zone using PdfPig for native text layers and Tesseract OCR for scanned documents, then compares the extracted text against your rules.
Q · 05
Can I check scanned documents?
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Yes. Foreman uses Tesseract OCR to extract text from scanned PDFs and images within PDF zones. 15 languages are supported including English, German, French, Spanish, Italian, Portuguese, Dutch, Polish, Czech, Swedish, Norwegian, Danish, Finnish, Turkish, and Romanian.
Q · 06
How do scheduled checks work?
+
Configure a check to run on a recurring schedule using the visual schedule picker — hourly, daily, weekly, or monthly with day-of-week toggles and timezone support. Foreman runs the check automatically and sends email notifications with a summary of pass/fail results and violation counts.
Q · 07
How do auto-triggered checks work?
+
Create an auto-trigger in the Triggers tab to listen for file uploads or modifications in your Autodesk project. When the event fires, Foreman automatically runs a QA check against the configured folders and rule set. Smart debouncing groups batch uploads into a single check to avoid duplicates. Auto-triggered runs appear in your History with a "Webhook" badge, and you can generate reports on-demand. Available on Business plans and above.
Q · 08
Can I track and manage violations?
+
Yes. Every violation can be marked as Open, Acknowledged, Waived, or Resolved. You can re-run checks on failed files, export results to CSV or Excel, and track compliance trends over time on the dashboard.
Q · 09
What happens when a file fails a check?
+
Failed files are tracked as violations with detailed information including the rule that failed, expected vs actual values, and a zone preview for content rules. Each violation can be moved through a status workflow: Open, Acknowledged, Waived, or Resolved.
Q · 10
Can I use multiple rule sets in one check?
+
Yes. Select multiple rule sets and they all get evaluated together against every file. For example, combine an ISO 19650 naming rule set with a custom content-match rule set — both run in a single pass. In per-folder mode, each folder can have its own combination of rule sets, so architectural folders get architectural naming plus content rules while structural folders get a different mix.
Q · 11
Can I use different rules for different folders?
+
Yes. Toggle per-folder mode to assign different rule sets and zone templates to each selected folder. Architectural folders get architectural naming rules, structural folders get structural rules — all validated in a single check run. Subfolders inherit their parent folder's assignment. Results show which rule set was applied to each file.
Q · 12
How does it handle different sheet sizes?
+
Create size variants of a zone template — one per sheet size (A0, A1, A3, ARCH D, etc.). Upload a sample PDF of that size and zones are copied from the parent with anchor-based repositioning, keeping title blocks pinned to the correct corner. During checks, each file is automatically matched to the right variant by page dimensions. If multiple variants share the same size, Foreman scores zone content coverage to pick the best fit.
Q · 13
Can I generate PDF reports?
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Yes. Generate branded PDF reports with a configurable cover page, executive summary, health score trends, violations by rule and folder, detailed file results, and extracted content. Upload your company logo, customize the title, and choose which sections to include. Reports are downloadable with clickable links to files in Forma.
Q · 14
Do I need to create rules from scratch?
+
No. Foreman includes seven built-in system rule sets covering all 12 rule types: three naming convention sets (ISO 19650 Full, Core, and Basic Hygiene), Document Register Compliance (discipline/originator/form code validation with MIDP demo), Cross-Field Validation (conditional discipline-to-originator pairing), Metadata Quality (required fields, allowed values, freshness), and PDF Title Block Validation (content match, regex, extraction). Five ISO 19650 validation lists are also included. Clone any built-in set to customize — you can be running quality checks within minutes of signing up.
Q · 15
How are rules shared across a team?
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Rule sets are scoped to your tenant (organization). Any user within the tenant can use shared rule sets to run checks against their projects, ensuring consistent quality standards across the team without duplicating configuration.
Q · 16
Can I check files that aren't in Forma yet?
+
Yes. You have three options. Switch to the Local Files tab on the Run Check page to upload files directly from your machine — drag and drop PDFs, DWGs, IFCs, or any other file type. Sign in with Microsoft 365 and run the same QA checks against a SharePoint site, library, or folder. Or sign in with Box and run them against a Box folder. All paths use the same rule sets, the same zone templates, and produce the same dashboards and reports.
Q · 17
Can Foreman QA SharePoint files?
+
Yes. Sign in with Microsoft 365, browse your SharePoint sites and libraries inside Foreman the same way you'd browse Forma folders, and run a QA check directly against a SharePoint folder. Same rule sets, same PDF zone templates, same OCR (15 languages), same dashboards, same branded PDF reports. SharePoint runs and Forma runs sit side-by-side in your check history.
Q · 18
Can Foreman QA Box files?
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Yes. Sign in with Box (OAuth — no admin consent needed; the app is already approved on the Box App Console), browse your Box folder tree the same way you would browse Forma folders, and run a QA check directly against a Box folder. Same rule sets, same PDF zone templates, same OCR. Foreman writes verdicts to a shared foremanQa Box metadata template, and violations can be pushed as Box Tasks on each source file.
Q · 19
Can I push a file from SharePoint to Forma (or the other way)?
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Yes. The push dialog lets you choose any destination — Forma, SharePoint, or Box — regardless of where the file came from. Per-file decisions are explicit: a name that matches an existing file in the destination becomes a new version; a unique name becomes a new item, and you see the decision before pushing. Custom attributes (ACC custom attributes, SharePoint site columns, or Box metadata template fields) are filled from PDF zone values, filename segments, or carried over from the source. Auto-push on pass works on every cloud.
Q · 20
What rules work with local files?
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Naming convention, file format, PDF content match, content convention, content extraction, list validation (filename or PDF zone source), numeric range, register cross-reference, and segment consistency rules all work with local files. Metadata-dependent rules (required metadata, allowed values, freshness) are automatically skipped since Forma custom attributes are not available for local uploads.
Q · 21
Are uploaded files stored?
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Yes — files uploaded for local checks are retained so you can re-run rules against them, view violations in context, and regenerate reports without re-uploading. Retention is admin-controlled at the tenant level: your team sets how long local uploads stick around before they're purged, and a scheduled cleanup job enforces the policy automatically. ACC, SharePoint, and Box files are not stored — content streams through memory for QA extraction and is never cached.
Q · 22
How is time saved calculated?
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Foreman estimates manual QA review at ~3 minutes per file (opening, checking naming/metadata/title blocks, logging results) plus ~20 minutes per batch for report generation. Time saved is the difference between this estimate and Foreman's actual check duration.
Q · 23
Is it included in the free trial?
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Yes. The 14-day free trial on the Business plan includes all QA features — naming, metadata, format, and content rules, AI regex builder, OCR in 15 languages, PDF zone extraction, CSV/Excel export, branded PDF reports, scheduled checks, and priority support. No credit card required.
Each page opens with a problem you recognise and closes with the exact Foreman features you'll reach for — not just QA/QC, the full toolkit as it applies to your job.
Stop approving documents manually. Let Foreman do it.
Automated naming, metadata, and content checks across every Autodesk Forma project, Microsoft 365 SharePoint site, and Box folder — no spreadsheets, no checklists.