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Getting Started

Keynote Sources

Keynotes for Revit 2015 and later can be sourced from any location desired through the API; Revit 2014 and earlier support only text files. Keynote Manager supports sourcing keynotes from either a plain text file or from the Revolution Design cloud service.

For information on setting up a text file see the Text File page; for information on cloud setup see the Cloud page. Please note that the cloud system is only available on Revit 2015 and later.

Application Versions

Keynote Manager is available in two separate applications; the standalone application and the Revit integrated application. The standalone application is a standalone windows program that can be started from the Windows start menu and does not require Revit to be running. The Revit integrated application is a Revit add-in that cannot run on it's own.

Keynote Manager Plus licenses allow access to either or both of the applications if desired.

The standalone application can be used by spec writers, managers, or others that may not need or want to open Revit to work with the keynote files. It can also be used to create new project keynote files from office masters (see below). The Revit integrated application is intended for use by those who use Revit on a regular basis and need to edit keynote files.

General Info

All user files (settings, backups, etc.) that are saved by the Keynote Manager will be saved at "*AppData*\Revolution Design\Keynote Manager". This resolves to the following paths:

Windows XP: C:\Documents and Settings\*username*\Application Data\Revolution Design\Keynote Manager
Windows Vista & Above: C:\Users\*username*\AppData\Roaming\Revolution Design\Keynote Manager

Keynote Manager does not send any personally identifiable information to Revolution Design or to anyone else without permission. All communication ocurrs through licensing, cloud services, Reporting, and the bug reporting system. If you need to know more specifics about communication please contact Revolution Design.

Creating the Keynote File (Not available in KM+ 2014)

Keynote project creation differs depending on if you are using text files or the cloud system. Please see the individual pages for project setup.

Opening an Existing File (Not available in KM+ 2014)

Once you have created the keynote project, select File->Open or press Ctrl+O and browse to select a text file for File->Open from Cloud to select a cloud project. Keynote Manager will open the project and you will be ready to start editing.

Upon opening an existing project, Keynote Manager will run a quality control check on the file to make sure that there are no errors in the file at startup. The primary checks Keynote Manager runs are as follows:

  • Improper Formatting - If Keynote Manager encounters notes that are not in the correct format it will warn the user that those keynotes will be ignored (and deleted).
  • Duplication - Keynote Manager will check for duplication of keynote key values within the project. If duplications are encountered the user is given the choice to delete, overwrite, or automatically sequence no the next available number.
  • Orphaned notes - Notes that list a parent note, but the parent note does not exist are orphan keynotes. If these are encountered in a file the user is given the choice to delete the orphan notes, or move them to the top level where they can be relocated later.

Note that opening a project with KM+ will set the keynote project for the active Revit project.