Documentation

Tags every visible element of the ticked categories in the active view, or only the elements you selected, using each category's default tag.

Ribbon button: Batch Tag

1. Load a tag family for each category you want to tag, or load a multi-category tag.
2. Open a plan, ceiling plan, section, elevation, detail or locked 3D view. Select elements first to tag only some.
3. Click Batch Tagger, tick the categories, and set With leader, Vertical, Offset and Skip runs shorter than.
4. Tick Skip elements already tagged in this view so a re-run doesn't tag them twice.
5. Review the preview, confirm, then tidy any overlapping tags by hand.

Before you run it: In a 3D view, lock the view first or the tool won't run. One Ctrl+Z undoes the whole run.

Lists the visible elements of the ticked categories that have no tag in the active view, so you know what still needs tagging.

Ribbon button: Missing Tags

1. Open the view to check: a plan, section, elevation or locked 3D view.
2. Click Missing Tag Checker, tick the categories and choose whether short runs are ignored.
3. Run the check. Double-click a row, or use Select & Zoom, to find an element.
4. Use Save Excel... or Save CSV... to keep the list.
5. Tag the missing elements, for example with Batch Tagger, then run the check again.

Before you run it: Each category's summary line also tells you when no tag family is loaded for it, so you know to load one before tagging.

Creates several schedules in one run from a table, with one row per schedule.

Ribbon button: Schedules

1. Click Schedule Generator. The table starts with four example rows you can edit.
2. For each row, set the category, schedule name, fields separated by ; and the field to sort by.
3. Name the fields as they appear in Revit's Schedule Properties.
4. Press Enter after editing a cell, before you click a button. Tick Itemize every instance if you need it.
5. Review the preview and confirm. The first new schedule opens afterwards.

Before you run it: Schedules whose names already exist are skipped, so you can run it again later to add more. Fields a category doesn't have are reported as warnings.

Creates many sheets at once from an .xlsx or .csv table, and can fill other sheet parameters such as Drawn By.

Ribbon button: Batch Sheets

1. In the Sheets drop-down, choose Batch Sheets and use Save an empty template.
2. Fill in one row per sheet: Sheet Number, Sheet Name and Title Block.
3. Title Block takes Family : Type or the type name. Leave it empty for the first loaded one, or type none.
4. Add a column named after any other sheet parameter, such as Drawn By, to fill it.
5. Save the table, choose it in Batch Sheets, review the preview and confirm.

Before you run it: Existing and repeated sheet numbers are skipped, so a re-run won't create duplicates. Check the results report for values that couldn't be set.

Places views on sheets, either by picking views for one sheet or from a table that pairs sheet numbers with view names.

Ribbon button: Place Views

1. For one sheet, open it first so it is preselected, then choose Place Views in the Sheets drop-down.
2. Choose Pick views for one sheet, check the sheet and tick the views.
3. For many sheets, use Save a template to get a list of unplaced views and sheets.
4. Fill in Sheet Number and View Name columns (add View Type when names repeat), then choose Use a table.
5. Review the preview, confirm, and move views by hand where they overlap.

Before you run it: New views go in one row centred on the title block and don't avoid views already there, so check sheets that already had views.

Checks every sheet for numbering gaps, numbers that break your pattern, missing title blocks, empty sheets and name problems.

Ribbon button: Sheet Audit

1. In the Sheets drop-down, choose Sheet Audit.
2. To check the number format, enter a pattern as a regular expression, for example ^[A-Z]{1,2}-\d{3}$.
3. Run the check. Double-click a row, or use Select & Zoom, to go to the sheet.
4. Use Save Excel... or Save CSV... to keep the list.
5. Fix the issues in Revit, then run the audit again.

Before you run it: Run it before an issue to catch missing numbers, for example M-102 between M-101 and M-103. It never changes the model.

Exports sheets or views to PDF and DWG in one run, with file names built from a pattern, without changing the model.

Ribbon button: Export

1. Select sheets or views first if you like, so they are pre-ticked, then click Documentation Export.
2. Choose Sheets or Views, tick the items and formats, and choose the folder.
3. Set the File name pattern with tokens such as {Number}, {Name}, {Revision}, {Project} and {Date}.
4. For PDF, choose colour or black lines, and tick Combine all PDFs into one file if needed.
5. For DWG, pick an export setup. Tick Overwrite to replace existing files, then run the export and check the report.

Before you run it: Without Overwrite, existing files are skipped, so you can export only the new drawings into an existing folder.