DocManagerSettingsUI — User Guide

Overview

DocManagerSettingsUI is the settings interface for configuring document numbering rules used by the Document Manager Revit integration. It lets you build a document number by combining Revit sheet properties (such as sheet number or custom parameters) with optional prefixes, suffixes, and separators. Settings can be exported to and imported from JSON files for reuse.

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Window Layout

The settings window is divided into the following sections from top to bottom:

Section	Purpose
Header banner	Shows the application title and subtitle
Message banner	Displays status and error messages
Database path	Select the CSV data source file
Parameter mapping area	Build the document number rule by selecting and ordering sheet properties
Export / Import buttons	Save or load the current configuration as a JSON file
Save button	Commit the settings back to the project and close

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Header Banner

The blue banner at the top shows:

• “Document Manager - Revit Integration” — application title.

• Document number settings — subtitle.

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Message Banner

Displays informational and error messages. Informational messages auto-dismiss after two seconds; error messages remain until dismissed.

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Database Path

Control	Description
Database Path text box	Read-only display of the currently selected CSV data source file path
Browse button	Opens a file picker filtered to .csv files to select the data source

The selected CSV file provides the list of available sheet properties used to populate the parameter list.

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Parameter Mapping Area

The central area is split into three columns.

Available Sheet Properties (left grid)

Lists all Revit sheet properties available for use in the document number rule. Column header: Sheet properties.

• Single selection.

• Read-only — this is a reference list only.

Add / Remove Buttons (centre)

Button	Action
Add Parameter	Moves the selected sheet property from the available list into the document number rule grid on the right
Remove Parameter	Removes the selected row from the rule grid, returning it to the available list

Document Number Rule Grid (right grid)

Shows the ordered list of sheet properties that make up the document number, along with their formatting options.

Column	Editable	Description
Prefix	Yes	Text prepended to this property’s value
Parameter	No	The sheet property name (e.g., Sheet Number, Sheet Name)
Suffix	Yes	Text appended to this property’s value
Separator	Yes	Text inserted between this property and the next one

Click any cell in the Prefix, Suffix, or Separator column to edit it directly.

Up / Down buttons below the grid reorder the selected row, controlling the order in which properties appear in the generated document number.

How the document number is built

For each row in the rule grid, the output is:

[Prefix][Property value][Suffix][Separator]

Rows are concatenated in order to produce the final document number.

Example: With two rows — Sheet Number (no prefix/suffix, separator -) and Sheet Name (no prefix/suffix) — the result becomes A101-Ground Floor Plan.

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Export / Import Buttons

Button	Action
Export	Opens a Save dialog to write the current document number rule to a .json file
Import	Opens an Open dialog to restore a rule from a previously exported .json file

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Save To Project Button

The large Save To Project button commits the current document number rule back to the calling Revit context and closes the window.

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Typical Workflow

1. The Document Manager opens the Settings window.

2. Click Browse and select the CSV file containing your sheet properties.

3. Select a property from the Sheet properties list and click Add Parameter.

4. Edit Prefix, Suffix, and Separator cells to format each component.

5. Use Up / Down to reorder properties.

6. Repeat until the document number rule is complete.

7. Optionally click Export to save the rule for reuse on other projects.

8. Click Save To Project to apply the settings and close.