Hi, @Anonymous. These are great questions.
To start off, there are 3 main places where your Revit document can exist:
- Locally, on your local drive. When you work with workshared models, a copy is stored locally so you can save changes every few minutes in case of a computer shutdown or something that might cause you to lose changes.
- Revit Cloud Worksharing, this is where the central cloud model is stored, it updates when you sync to central. On the central model, you can collaborate with others (more people working on one document).
- BIM 360 Document Management, this is the site, where the document shows when you publish it. The idea is that you would publish here when a version is ready for review, comparison, having markups, issues added to it etc.
You can see this division in the workflow illustrated below:

The two designers work on the same model. Their individual work is saved on the local copy. When one of them syncs with central, the central cloud model is updated and the changes she made will be visible to the other designer. When they reach a stage when the model is ready to be shared with more people on the team (in this example, it needs to be shared with the senior architect for review), they publish the model and it now shows up with the latest changes in Document Management on the BIM 360 site.
When you start working on an existing central cloud model, you simply open it from the Revit home page (or click collaborate if the model isn't shared yet). When you save/sync/publish, remember the 3 places associated with the 3 actions:
- Save - saves to a local copy of the model.
- Sync with central - updates the Central cloud model.
- Publish - updates the model in BIM 360 Design Management.
For using BIM 360 Design to collaborate with different specialities, I recommend the video and material in this course:
And this article where you can find links to different courses and resources:
You may also find the following help pages helpful. Navigate through the subpages, according to what you need to know:
I hope this helps.
Andrei Nicolae
Technical Support Specialist