ISSUING REVIT MODELS

PREPARE REVIT MODEL FOR ISSUING

Use procedure below to prepare a Revit file for issuing to anyone else.

It is critical that no-one can print our drawings from so sheets or titleblocks must not be included within issued Revit files.

If a receiver complains, tell them to refer to issued PDFs.

For alternative method see ISSUING REVIT MODELS - SAVE VIEW METHOD.

Unfortunately this quick method doesn't always work.

SAVE COPY OF CENTRAL FILE

1. Open Revit central file.

2. Save As.

3. In the save as dialog box pick Options button.

4. Tick Make Central file - VERY IMPORTANT!

5. Save to location where the file will be issued from (create the folder if it doesn't exist)

6. Give it file name:

7. filename_isodate (e.g. 1567_SHT15_main_20131016)

CREATE DISCLAIMER

1. Go to sheet Z_0000 - Z_starting View (you may already be in that view)

2. Delete any text in the Notes area.

3. Select the title block.

4. In Properties window change its type to Starting View with Disclaimer.

5. (If Starting View with Disclaimer isn't there load it from the library, found under Titleblocks)

6. Check in the details on the title block - particularly Status (always Preliminary) and Date Issued.

REMOVE LINKS and TEMP WORKSETS

1. Remove all Revit links except any survey and/or site links, and any other links important to whoever is receiving the file.

2. Unload all remaining links.

3. Remove all CAD links.

4. Remove all Images.

5. Open view Z_Workset-X_temp (or similar name). Delete everything in that view.

CREATE NAVISWORKS EXPORT (if required)

1. Go to sheet Z_3D export - 3D View for Export

2. Export > NWC.

3. Hit Navisworks settings... button. Refer to EXPORT NWC FILE for settings to use.

4. Save in the same folder and name it as per project protocols, including next revision.

5. (e.g. MD-AR-9920-19.nwc)

SAVE FILE WITHOUT WORKSETS

1. Sync (Save) the Revit file, then Close it.

2. Open the same file, but tick Detach from Central in open dialog box.

3. When asked select Remove Worksets (this is so all elements are relinquished)

4. Save As to same folder but give it a name as per project protocols, including next revision.

5. (e.g. MD-AR-9900-19.rvt)

REMOVE VIEWS, SHEETS, LEGENDS and SCHEDULES

1. Make sure you are in the starting view sheet (showing disclaimer)

2. Open schedule Z_Sheets-remove when issuing this file.

3. Highlight all rows.

4. Rows Delete.

5. Open schedule Z_View-remove when issuing this file.

6. Highlight all rows.

7. Rows > Delete.

8. In the Project Browser highlight all remaining sheets except those starting with Y_ and Z_ and delete them.

9. (or if there are a lot select them, tick Include in Sheet List, then delete them in as per above.)

10. In the Project Browser highlight all Legends, delete them.

11. (Select first, hold Ctrl and select the rest. Hit delete key).

12. In the Project Browser highlight all Schedules, delete them.

13. (Select first, hold Ctrl and select the rest. Hit delete key).

PURGE EVERYTHING

1. Purge Unused command, Check All button.

2. Repeat.

3. Repeat until nothing left to purge.

FINISH

If you need a PDF of the disclaimer print it as A4 landscape.

Save.

Close.