[Doug McLean]

My whole process is this

1) Remove all Viewports

2) Move any markups I wish to keep to their own layer

3) Flatten any/ all AutoCAD markups

4) Create new page labels

5) Apply Custom Columns and Statuses

We find we may have to do this if the person who sent us the drawings has done this as we want our own stuff. We may have to adjust our custom columns per the job as well. Its also a whole lot easier to do this as one drawing package

6) Use Headers and Footers to apply a Drawing Package tag

7) Hyperlink

8) Break into individual pages

9) Create a Set

10) Create a Drawing Log (if its a larger drawing package with multiple disciplines)

This actually works better in the long run when you work on something like SharePoint