Knowledge Base

Installation and Setup #

To get started, install content studio by double clicking the .exe file or the .msi file to install on any windows PC.

 

Downloading Content Studio #

Trial Download

30 Day Fully Functional Trial, request via the website and register. Your trial will start when you install and activate the app.

Download via the Licence Manager

You can login to the licence manager and check for updates on the top bar menu.

Download via the Website

If you have already created a trial account you can download via the link you your My CS account section by clicking the getting started link.

Prerequisites #

Screen Resolution

Content Studio will function with screen resolutions of 1600 x 900 pixels or greater.

Text scaling is only tested between 100 and 150%.  Increased text scaling on high definition screens will cause images and text to become unreadable.

Operating Systems Supported x64bit
Windows Vista | Windows 7 | Windows 8.1 | Windows 10
RAM 4GB minimum requirement
Processor Intel i3 (or similar) minimum recommendation
Revit file versions captured Revit 2010 onwards
Dedicated Ribbon Menu

Revit 2015 onwards

Supported updates are maintained for the latest 4 versions of Revit

Graphics Card No specific requirement
Internet Connection Required during use to connect to the online database
Broadband Speed Minimum recommendation 10mb download 5mb upload. Below this threshold server responses ‘may’ time out but the app will still function.
Network connection speed Minimum 10Mbps ethernet recommended.
Firewall rules

If you experience connection issues, your Firewall may be blocking the connection. Check that you are allowing the following connections through the firewall:

Tcp database connection

Choose appropriate server:

uscentral.database.windows.net
uksouth.database.windows.net
aussoutheast.database.windows.net

All through through port 1433

https access to…

https://uscentral.azurewebsites.net/

https://csuksouth.azurewebsites.net/

https://aussoutheast.azurewebsites.net/

Note: An IP address cannot be issued as it is not static so use the address noted above.

eMail Domain Access

We would also recommend adding @contentstudioltd.com domain to your allowed list for emails – we use several email addresses to inform users of activities.

Port activity

Allow traffic on port 1433 for database connections

Allow traffic on Port 80 and 8080 for HTTPS connections

Network permissions Networks require full read write access to the chosen data storage point (folder directory) by all users of the application.  Content Studio manages the upload permissions.

Installation #

Before Installing #

You will require admin rights on your Windows PC to install Content Studio.

You should first close all versions of Revit to prevent reboot of the PC after installation.

Add-ins to the Revit Ribbon may not install correctly if Revit is active during the install.  Close all sessions of Revit before installation.

Installation Process #

Run the exe or .msi file in the download file and follow the steps in the installer. You must have Admin rights to install the app.

Launching the Application #

To open Content Studio you will need:

  • An internet connection
  • An active company account or trial
  • A licence to access your company account or trial

If you do not have an account you will be promted to join or register.

Launch the application

Option 1: Within Revit
  1. From within a Revit Project or Family, on the Ribbon, choose the Content Studio Tab
  2. Click the Content Studio Icon (far left) to launch the main windows desktop app.
Option 2: Windows Desktop
  1. Look for the desktop Icon and double click to launch
  2. Or click the Start Menu and type Content Studio to find the app and double click.

Creating a Company Account #

Run the application from any of the following locations:

  • Desktop Icon
  • Start Menu Icon
  • Within supported Revit versions via Content Studio’s dedicated ribbon tab

At the prompt, click ‘Setup New Library’ to create your company-wide account.

At the registration page fill in your details.

Be sure to use your ‘company name’ for the account name
NOT YOUR NAME!!!

Click OK to register (an internet connection is required).

If you have created an account successfully, you will receive an email (allow emails from noreply@contentstudioltd.com).

You are now the first company administrator within your new account and will receive a temporary password via email to log into the licence manager to administer and manage your user base.

To learn more about managing users please refer to the section titled ‘Managing & Inviting Users’

Joining a Company Account #

Smart Registration #

Smart Registration is the fastest automated way of accessing your company account.

During registration the app detects your PC location and network setup with a number of authentication checks before deciding if you a valid member of the account. It will then auto enroll you into the account as a contributor.

If you require admin roles for managing libraries you will need to speak with your colleagues to adjust your permissions. Only Content Studio users with access to the Licence Manager can adjust your permissions.

Run the app and choose ‘Join Existing: I have not received an invite’

Input your details with a valid company email address and choose your closest server.

 

Click ‘Register’ and the app will detect if you are inside the company network, you have a valid email address, and your company account exists in the database.

If successful your will see a notification. Click OK to close and then run Content Studio again to access the application.

Invite Individual Users #

Note: You must have Administrator permission level to perform this task.

Launch Content Studio. Top right on the header bar, check your permissions

     

Open the settings menu and from the sub heading ‘User Management’ click ‘Invite User’

    

In the dialogue box, add the user’s details and permission level, then click register.

 

Summary of Role Permissions

Administrators can;
– approve listings by contributors
– create/delete libraries
– edit library permissions
– download ‘unapproved’ content
– invite individual users

Contributors can;
– submit files into libraries
– download ‘Approved’ content
– create groups
– share groups with team members

The invited user will receive an email with instructions on how to register the app on their computer.

Note: The fastest and simplest way to register is using Smart Registration

Project Export Tools #

Content Studio is supplied with a suite of tools to allow you to extract information from projects including

  • Loadable Families
  • System Families
  • Drafting Views
  • Schedules

Save Families (Export from Projects) #

  1. Open a Revit Project
  2. Make sure you are not on a perspective camera view or a schedule view
  3. On the ribbon, select the Content Studio tab and click ‘Save families’
  4. In the dialog box select a few families, a category or click ‘Check All’ to export every loadable family.
  5. Click ‘Export’ to export the families to Content Studio’s Work in Progress area awaiting upload.
  6. To view the exported families, launch the main Content Studio application and click Work in Progress from the library navigation pane on the left.
  7. To upload families into a shared library, refer to the article ‘Uploading families to a shared library’ further through this document.

Export Drafting Views #

  1. Open a Revit Project.
  2. Make sure you are not on a perspective camera view or a schedule view.
  3. On the ribbon, select the Content Studio tab and click ‘Export Views’
  4. In the dialog box select a your drafting views, or select the parent category to export every view.
  5. Click ‘Export’ to begin exporting the views to Content Studio’s Work in Progress area awaiting upload.
  6. To view the exported drafting views, launch the main Content Studio application and click Work in Progress from the library navigation pane on the left.
  7. To upload families into a shared library, refer to the article ‘Uploading families to a shared library’ further through this document.

Export Schedules #

  1. Open a Revit Project.
  2. Make sure you are not on a perspective camera view or a schedule view.
  3. On the ribbon, select the Content Studio tab and click ‘Export Schedules’
  4. In the dialog box select a your schedules, or select the parent category to export every schedule.
  5. Click ‘Export’ to begin exporting the schedules to Content Studio’s Work in Progress area awaiting upload.
  6. To view the exported drafting views, launch the main Content Studio application and click Work in Progress from the library navigation pane on the left.
  7. To upload families into a shared library, refer to the article ‘Uploading families to a shared library’ further through this document.

Export System Families #

  1. Open a Revit Project.
  2. Make sure you are not on a perspective camera view or a schedule view.
  3. On the ribbon, select the Content Studio tab and click ‘Export System Families’
  4. In the dialog box select a your system families, or select the parent categories to export every system family.
  5. Click ‘Export’ to begin exporting the families to Content Studio’s Work in Progress area awaiting upload.
  6. To view the exported system families, launch the main Content Studio application and click Work in Progress from the library navigation pane on the left.
  7. To upload families into a shared library, refer to the article ‘Uploading families to a shared library’ further through this document.

NOTE: Only Walls, Floors, Ceiling, Roofs are exported using this tool. 

To save a Revit project file containing one or more system families from any system category, use the Upload Files option from the main application.

Folder Import Tools #

Content Studio can import files from folders which already exist on your company network.  The following file typesare supported

  • Revit Families (.rfa)
  • Type Catalogues for Revit Families (.txt)
  • Revit Project Files (.rvt)
  • Revit Project Template Files (.rte)
  • Revit Family Template Files (.rft)

AutoCAD File types are also supported (.dwg) and can be uploaded to the same library or seperated out in their own distinct CAD library.

The following backup files are ignored durimg folder scans

  • Revit Project Backup Files e.g. (CommercialStairs.0001.rvt)
  • Revit Family Backup Files e.g. (Chair-Office.0001.rfa)

Import Files from Folders #

To import files from a folder or subfolders there are additional steps to consider versus exporting families or views from a project.

  1. Launch Content Studio from the Ribbon in Revit or from the desktop Icon
  2. Select ‘Add Files and Folders’ from the header bar
  3. Choose ‘Add Folders’to scan for all content types across subdirectories
  4. Files will be imported into your Work In Progress area.
  5. Any .rfa files will require data extraction before upload
  6. Next, open Revit and start either a new project or new Family (Revit add-ins can’t be used from the dashboard)
  7. From the Content Studio Tab, click ‘Extract Family Info’
  8. A notification will appear. Click Ok to begin the batch process.
  9. Each file will be opened, information extracted and closed ‘without saving’.  This process is not writing any data to your families, nor is it upgrading them.
  10. When complete, open Content Studio or refresh your WIP area by clicking Work In Progress or switching from another view back to Work In Progress.
  11. All files should now have a category. Selecting a single family, you can also see on the right sidebar that the type parameters now exist in Content Studio.

Import Files #

To import files from a folder there are additional steps to consider versus exporting families or views from a project.

  1. Launch Content Studio from the Ribbon in Revit or from the desktop Icon
  2. Select ‘Add Files and Folders’ from the header bar
  3. Choose ‘Add Files’ to browse for files within a single folder
  4. Select one or more files by left clicking and holding down CTRL or SHIFT
  5. Files will be imported into your Work In Progress area.
  6. Any .rfa files will require data extraction before upload.
  7. Next, open Revit and start either a new project or new Family (Revit add-ins can’t be used from the dashboard)
  8. From the Content Studio Tab, click ‘Extract Family Info’
  9. A notification will appear. Click Ok to begin the batch process.
  10. Each file will be opened, information extracted and closed ‘without saving’.  This process is not writing any data to your families, nor is it upgrading them.
  11. When complete, open Content Studio or refresh your WIP area by clicking Work In Progress or switching from another view back to Work In Progress.
  12. All files should now have a category. Selecting a single family, you can also see on the right sidebar that the type parameters now exist in Content Studio.

Extract Family Info #

This tool is required to acces the information stored within a Family such as its Category, Type Parameters, hosting, units etc..

When importing a library of existing families from a folder, it is not possible to read thsi information without first opening each file in Revit.  This tool automates this process and allows you to capture all the necessary information ‘before’ you upload your files into a Content Studio shared library from your Work in Progress area.

Procedure
  1. You must have files in your Work in Progress area to use this tool.
  2. Open Revit and create a new blank project (an active document must be open).
  3. Select ‘Extract Family Info’ from the Content Studio Tab on the Ribbon.
  4. Read the notification and click OK to process the files.
  5. When complete, switch back to the Content Studio App and refresh your Work in Progress area. Updated files will now show their category in the results and their type parameters from the sub-menu on the sidebar.
  6. You are now ready to upload your files to a shared Content Studio library.

Batch Processing Tools #

Content Studio is equiped with a range of batch processing tools to automate mundane tasks associated with family management. Each tool is listed in this section

Batch Thumbnail Updater #

You might have noticed that when you export Families from a project the dont always come out with the same preview (thumbnail) view you originally gave them.  This batch processing tool helps to minimise the post export editing of your library Families.

Requirements

  • Only .rfa Families are processed (not Drafting views, Schedules etc)
  • Only Families with a view called ‘Thumbnail’ will be corrected.
  • Families without a view called ‘Thumbnail’ will be ignored and collated in a list to review.
  • Families must be in shared libraries. It will not run on Work in Progress area
  • Families with a status of ‘Awaiting Approval’ or ‘Pending’ can be scanned and fixed
  • Families of status ‘Approved’ will be ignored.

To batch update a range of families from ‘Approved’ back to status ‘Awaiting Approval’ follow the workflow here. Batch Updating Approval Status.

Procedure
  1. Open either a blank Revit Project or Family to access the Content Studio tools
  2. From the Content Studio Tab on the Ribbon, click ‘Batch Thumbnail Updater’.
  3. Choose a shared library from the dropdown list.
  4. Select all items in the list or choose specific categories or families to scan and fix (if you dont see the files you want to fix, please read the ‘Requirements’ section noted above).
  5. Click the ‘Update Thumbnails’ button to begin scanning and fixing.
  6. When complete, a report will be generated identifying all the families which ‘don’t’ have a view called Thumbnail. You can now use this list in combination with the Edit In… tool to spot check and update the remaining Families quickly.

Batch HD Image Generator #

If you’ve struggled to preview a Revit Family thumbnail or a Drafting View thumbnail in windows explorer, you’re not on your own.

Content Studio has a powerful feature which allows you to target individual families, categories or entire libraries to generate a high definition detailed preview image which you can view without first having to load the file into Revit!

This is a huge advantage when browsing a library with small thumbnails.

Requirements
  • Only files in shared libraries can be processed. It will not process files in the Work in Progress area.
  • The tool will only extract images from the active version of Revit – so Revit 2019 will only scan and extract images for 2019 files. Repeat for 2020 etc…
  • Only ‘Approved’ listings can be processed by the HD Image tool.

Procedure

To batch process HD images follow these steps:

  1. Open a blank Revit Project or Revit Family to access to Content Studio Tab on the Ribbon.
  2. Click the ‘HD Image’ tool
  3. Choose a library you would like to batch process from the dropdown.
  4. Select the files or select the parent category to choose the files you would like processing.
  5. Click ‘Create Images’ to begin the batch process

 

Viewing HD Images

When complete you can view the HD Images using these steps:

  • View HD Images in the Main Application
  • View HD Images in the Search Pallett

Note: If your images did not process or they do not appear in the list, please read the requirements noted above.

Batch File Upgrader #

The Batch File upgrader within Content Studio allows you to effortlessly select and upgrade files in libraries to multiple Revit versions or individual Revit versions – however you prefer to maintain your libraries.

All Revit file types are supported not just Families (.rfa)

Procedure
  1. Open the version of Revit you would like to upgrade files to.
  2. Create a new blank project (an active document must be open)
  3. Click the ‘Batch Upgrader’ icon on the Content Studio Tab of the Ribbon
  4. Select the library you would like to target for the upgrades
  5. Select All the results, select categories or individual files for upgrade.
  6. Click ‘Upgrade’ to begin the process.
  7. When complete, open the Content Studio app and refresh the library to see the new listings.

Note: Files in shared libraries are associated with the parent listing i.e. a Family categorised as Furniture called Chair.rfa will be the parent listing.  Under this will be a Revit 2018 version, 2019 version, 2020 version etc. If you rename one file it will update and maintain the entire collection of versions for you!

Batch Load into Projects #

Batch load families allows you to create a group of files within the main Content Studio app, then within Revit 2014 on-wards, load the entire group into the project with a few clicks.

 

Procedure
  1. Create a Group within the main Content Studio application and associate it with a specific library. Learn how to Create Groups here.
  2. Right click listings from the library and choose ‘Add to Group’
  3. Launch Revit and open your project.
  4. Navigate to the ribbon > Content Studio > Batch Load
  5. Choose your library from the dropdown
  6. Any groups associated with that library created by you will appear in the next dropdown to select a group.
  7. Decide if you would like to include or ignore type catalogues when loading the families
  8. Review the available families to load and select all or manually select a range of families from the list.
  9. When ready click, Load into project and read the prompts.
  10. If you have included families with Type Catalogues, you can now select these in the dialogue box and select a range of types for each family before loading.
  11. After loading the families, the log file will be displayed where you can review any families which failed to load.  If there are no families which failed, all of your families will have been successfully loaded into your project.
  12. To check your families have been loaded, expand the ‘Families’ section of the project browser to verify the families are present.

Note: If any families already exist in your project with the same name and category they will appear green in the batch loader.

If you load any families which already exist in your project, they will overwrite along with any parameter values. To update families with more control, please use the ‘Reload Families’ tool instead.

Batch Updating Approval Status #

To batch approve or change the status of files in a Content Studio shared library, use the Bulk Actions dropdown.

  1. Click the checkbox to the left of the dropdown to ‘Select All Visible’ listings.  If you prefer, you can manually select individual listings.
  2. From the dropdown, choose ‘Approve selected’ if you are simply approving
  3. From the dropdown, choose ‘Edit Selected’ you want to perform other alterations to the listings in the right hand side bar.
  4. Click ‘Apply’ to either Approve or Edit Selected.
  5. Wait for each file to process (large selections may take 5-10 seconds).
  6. If Editing, you will notice a ‘Multiple Items Selected’ icon on the right hand sidebar
  7. To batch edit the selected files, click the ‘Edit’ button and wait for the fields to become active in the section below.
  8. You can now change the status using the dropdown for all the selected items and also make other chamges such as adding Tags (Keywords) to make it easier to search for the listings in your library.
  9. When finished, click the ‘Save’ button to update all the files (or click ‘Cancel’ to abort).

Batch Reload Latest File Versions #

New modified versions of Families, Schedules, System Families and Drafting Views can be maintained in a Content Studio library and automatically pushed back into one or more projects with a few simple steps to keep your project content up to date.

Requirements
  • Loadable Families will reload and overwrite with the option of overwriting parameter values as well.
  • Schedules & Drafting Views cannot overwrite as the views might already be placed on sheets.  Instead you will be prompted to load in with a suffix of _New so that you can review and swap with older details as necessary.
  • System Families also cannot overwrite as it is not currently possible through the API. They will be loaded with a suffix of _New so that you can review and swap with older system families if necessary.
  • If you choose a library which does not have any matching file names, categories and versions the Reload tool cannot find a match and you will not see any results.

Procedure
  1. Open your Revit Project
  2. Select ‘Reload Families’ from the Content Studio Tab on the Ribbon
  3. Select the shared Content Studio library from which you would like to review and reload any matching files from.
  4. In the results dialogue box, select all files, entire categories or individual files to reload and overwrite the originals in the projects
  5. Click ‘Reload’ to begin updating your project Families.
  6. At the prompt, choose if you would like to overwrite or overwrite and update parameter values as well (these are the default options when loading any duplicate Family into a project).
  7. When complete, your new files will be loaded into the project successfully.

Note: If your files fail to load or you do not see them in the list please review the Requirements noted above.

Family Editor Tools #

Content Studio contains a range of tools and workflows which can be used in the Family Editor environment. Each one is explained in this section.

Save Families (Family Editor) #

When creating a new family or editing an existing Family in the Revit Family Editor environment, it is possible to save these files directly to your Work in Progress area ready for upload.

  1. Create a new Revit Family or Edit an existing Family in Revit.
  2. From the Content Studio Tab on the Ribbon, choose ‘Save Families’
  3. In the dialogue box, name the Family.
  4. Pick a Thumbnail view from the dropdown.
    Tip: To create a suitable thumbnail try using our Create Thumbnail tool which automates this process.
  5. Click ‘Save to Library’ to save the Family to Content Studio’s Work in Progress area awaiting upload.
  6. To view the saved Family, launch the main Content Studio application and click Work in Progress from the library navigation pane on the left.
  7. To upload families into a shared library, refer to the article ‘Uploading families to a shared library’ further through this document.

Create Thumbnail Tool #

To create a suitable 3D thumbnail in the Family Editor can be a cumbersome tedius process. Especially when you have to configure multiple settings again and again in each family you build or edit.  This tool automates several tasks in a few clicks for 3D Revit families.

  1. Open or create a new Revit Family e.g. Furniture Template
  2. From the Content Studio Tab, click ‘Create Thumbnail’
  3. Set the name of the 3D view to create e.g. Thumbnail
  4. Set the shading type
  5. Click Generate to complete the view setup.

You will notice the following automations have occured:

  • View created and renamed
  • Orientation adjusted to Top,Front,Right
  • Scale of view adjusted to 1:1 to give thin lines to the edge of geometry
  • Level of detail set to ‘Fine’
  • Graphical Appearance set
  • Orientation Saved and View Locked
  • Preview ID for windows explorer thumbnail defined

Searching #

Content Studio has a variety of methods for you to search, browse and load files into Autodesk Revit. This section demonstrates each method.

Revit Search Pallet #

Within each version of Revit you will find our integrated search pallet on the Content Studio Tab of the Ribbon.

From here you can browse and filter libraries by various methods to browse and load information into your project.

 

Type Catalogues #

Type Catalogues can be imported to the Work In Progress (WIP) area with Families when using the Add Files or Folders tool. 

You can also manually add a type catalogue to a file in the WIP area or a shared library manually.

This section explains all the functions available for working with Type Catalogues and how Content Studio handles loading Families with Type Catalogues into Revit.

Adding Type Catalogues Manually #

Add a Type Catalogue to a Family in the Work In Progress Area
  1. Select the Family from the search results area
  2. In the right hand sidebar click the Add button
  3. Browse for the text file you would like to upload and click ‘Open’
    NOTE: The text file name must match the name of the famaily exactly.
  4. The file is attached to the Family and can now be viewed, edited or deleted using the available buttons.
Add a Type Catalogue to a Family in a Shared Library

NOTE: You must have Admin permissions to perform this task on Moderated or Project Libraries

  1. Select the Family from the search results area of a Shared library.
  2. In the right hand sidebar click the Edit button to modify the shared listing.
  3. In the right hand sidebar click the Add button next to the ‘Type Catalogue’ label.
  4. Browse for the text file you would like to upload and click ‘Open’
    NOTE: The text file name must match the name of the famaily exactly.
  5. The file is attached to the Family and can now be viewed, edited or deleted using the available buttons.
  6. You must save the changes to the listing by clicking ‘Save’

Loading and Opening Files #

Probably the fastest method of sourcing and loading files for end users actively designing in Revit is to use the search pallet add-in.

To get started, first open a project in Revit, navigate to the Content Studio Tab and click the ‘Search’ icon

Perform a search or filter by category to find the desired family.

Left (or right) clicking a family in the results window will display a context menu offering various options depending on the type of file selected.

The following methods are covered in detail in this section:

  • Loading ‘Placeable’ Families
  • Loading ‘Unplaceable’ Families
  • Loading Families with ‘Type Catalogues’
  • Loading System Families
  • Loading Drafting Views
  • Loading Schedules
  • Creating Projects from Revit templates
  • Creating Families from Templates

Loading ‘Placeable’ Families #

Loadable ‘placeable’ families are those which can be loaded into projects and placed using the mouse and cursor to locate them in the model.

  1. To interrogate a family in more detail before loading it onto your project, simply open the file in the ‘Revit Family Editor’ to review parameters, geometry and more!
  2. Most families by default won’t have a detailed image. This is a tool designed for Drafting views to expand a full screen HD view of the technical detail for evaluation before loading.
  3. The types ‘imbedded’ within the family are displayed here. Its advantageous to see this so you can decide before you load the family if it has the types you need, and also allows you to pre-select the type you would like to place straight after load.
  4. Most Families won’t have a dwf file associated with it. If you would like to generate one on the fly, click ‘Get DWF’ to create a 3D file in dwf format and follow the prompts.

Loading ‘Unplaceable’ Families #

Loadable ‘unplaceable’ families are those files which can be loaded into projects but cannot be placed manually using the mouse and cursor.  Instead these files are typically sub-elements of other Revit objects. 

Curtain Panels, Profiles and Railings are good examples of these kind of Families.

Types are still displayed as with ‘placeable’ families.

When the type is selected, the file is loaded into the project but does not appear on the end of the cursor. Instead, a message confirms that the file has successfully loaded into the project.

Click OK, then depending on the type of family, continue your task of swapping it or integrating it with other families in the project.

You can also check the file has loaded successfully by expanding the Project Browser to see the results.

Loading Families with ‘Type Catalogues’ #

Loadable families with Type Catalogues are families which can be loaded into projects by selecting one or more types predefined in an external text file called a Type Catalogue.

If a file has a Type Catalogue associated with it, there will be an option to ‘Load from Type Catalogue’.
Click it to see the list of available types (the same as the native version within Revit).

Next, choose one or more types to load by holding down CTRL and left clicking the desired Types.

You can also filter the catalogue using the dropdown in each column header. This is particularly useful if you have large catalogues and need to narrow the choices.

After loading a family with a type catalogue, it is still possible to use the ‘Reload’ functionality to retrieve more types from the catalogue without finding the file in the library again.

Note: This is only possible for recently loaded files due to the file being temporarily downloaded to the users profile in a folder called ‘In Use’.

Loading System Families #

System Families cannot be stored as individual files (.rfa). Therefore, in Content Studio System families are saved individually within Project files (.rvt) using the Export System Families Tool

Search for and locate your desired System Family.  Click the file and from the context menu choose ‘Insert System Family’

The file is loaded into the active project and will be available from the project browser or using the appropriate system family tool in Revit.

Loading Drafting Views #

Drafting Views are stored in Content Studio within Project files (.rvt) which is the native method for exporting from projects. You can export system families form your projects by using the Export Drafting Views tool on the Content Studio Tab.

Search for and locate your desired drafting view.  Click the file and from the context menu choose ‘Insert Drafting View’

The view is loaded into the project and will be listed in the project browser.  If there are any duplicate families, Revit will handle these in the same way it treats duplicates using the native Insert Views from File tool.

Opening Files in Revit (Main App) #

From a shared library, Admins can open, viewand use any file regardless of its status. Contributors can open, view and use files with a status of ‘Approved’.

To open files from the main app

  • Select a listing from the search results pane.
  • Click the 3 dots to expand the context menu and choose Open In…
  • From the submenu, choose the installed version of Revit you would like to open the file in.
  • The file will open and can be used but not edited and saved back to the library.
  • To edit a file, Administrators can use the Edit In… option – see seperate guide.

Opening Files in Revit (Search Pallet) #

To open a file via the Search Pallet

  • Launch the Search Tool in your preferred version of Revit from the Content Studio Tab
  • Find the file you would like to open and left or right click to display the context menu
  • From the menu choose
    • ‘Open in Family Editor’ for (.rfa) (.rft) file types or
    • ‘Open Project’ for (.rvt) (.rte) file types including:
      • Projects
      • Drafting Views
      • Schedules
      • System Families

Suggest Edit