docManager

Panel: Export | Menu: docManager

Integration between Revit and the Document Manager system: it reads sheets and revisions from the model and synchronises them to a Document Manager database.

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Settings

Configures how document numbers are built, and stores that configuration in the model.

• Opens the DocManagerSettingsUI window.

• Select the CSV database file holding the project’s document register.

• Build the document numbering rule by selecting and ordering sheet properties — sheet number, revision, discipline code, custom sheet parameters — with prefixes, suffixes and separators.

• Rules can be exported to and imported from JSON for reuse across projects.

• Save commits the configuration and closes.

Settings are written to a extensible schema in the Revit model as a JSON string, so they travel with the file — which is why this must be run once per model before DocManager itself will start.

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DocManager

Opens the main Document Manager Revit integration window.

Before the window opens, the tool reads from the model:

• the sheet data, and

• the revision data on those sheets.

The window then shows two panels, switched with a navigation toggle:

• Sheets — lists sheets with their generated document numbers and metadata, and lets you import new sheets into the Document Manager database.

• Revisions — records revision history against the database entries.

The header strip shows the connected database path and the connection status.

If the settings schema is missing, the tool exits with a message telling you to run Settings first.

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Requirements

• Settings must have been run on this model.

• The CSV database file must be reachable from the workstation — its path is stored in the model settings, so it must be valid for everyone who uses the tool.

• The extension’s bin folder must be present; the windows are .NET UIs loaded from there.

Notes

• Document numbering settings are per-model. A new model needs its own Settings run, or an imported rule JSON.

• Changing the numbering rule changes the document numbers generated for every sheet — review the Sheets panel before importing into the database.