Getting Started - Text Files

When working in text file mode, Keynote Manager can be used for either a "text file per project" system, or a "text file per office" system. If your office uses one master file for the whole office, simply ignore the "Master Keynote Files" section of the settings dialog and use the "Browse" button to set to your office master. If you use an independent text file for each project, set the path to your master files in the settings menu. You will then be able to create new files based on those master files. Keynote Manager will issue a warning if a master keynote file is selected for editing.

For text files, Keynote Manager contains two distinct save modes:

• Instant Save / Multi-User - This mode will save all changes to the keynote file instantly and allows multiple users to edit a keynote file at the same time. This mode is recommended for larger offices or situations where multiple users may need to edit the file simultaneously. Note that in this mode there is no need to save, but no ability to undo, so please use caution.
  • With instant save mode, if you have hidden files shown you may notice a new hidden folder appear next to your keynote file. This folder is used by Keynote Manager to communicate and track changes made by all users accessing the file, similar to Revit's worksharing folder. Please do not modify this folder manually, however if you need to move the keynote file to a new location it may be discarded.
• Manual Save - This mode uses a standard file access system that opens the text file and locks other users out of the file while it is open. This mode is recommended for single users or offices where only one user is authorized to edit the keynote file.

New keynote files can be created through the Keynote Manager File menu (KM Standalone) or the file drop down (KM+) in one of three ways:

• Blank - This option will start a new blank text file and allow you to build keynotes manually from scratch.
• From Master - This option will allow you to select any master file defined in the settings and will create a copy of that master in the location you specify. This new copy will then be opened for editing and can be modified without affecting the master file. Note that this option will be unavailable if no master files are defined in settings.
• Browse - This option allows the user to browse to an existing keynote file and create a copy of it. This new copy will then be opened for editing and can be modified without affecting the original file.

Keynote text files can also be created through windows explorer or any other means without issue as long as they follow Revit's formatting conventions.

Note that using these commands from KM+ will set the keynote file for the active Revit model to the newly created file.