Doing your first Issue

Owned by Matt Siebert
Last updated: Feb 13, 2024 by Chris Price
5 min read

Overview

Issuing documents from Revit with Xrev Transmit couldn't be easier.  Simply begin the Print & Export Wizard and step through a few simple screens to generate all the files you want.  You can then choose to Publish the files to Aconex, or generate a Transmittal document to send with the drawings.

Print & Export

1. Open the Print & Export Wizard

In Revit, go to the Add-Ins tab on the ribbon and click the Print & Export button in the Xrev Transmit panel.

This will display the Print & Export Wizard.

2. Select Sheets / Model

The first step is Select.  Simply select the sheets you want to issue using the check boxes at the left or choose to select the Revit Model for issue using the option at the top.  You can select all using the pull down or select based on saved Sheet Sets already created within Revit or use Shift & Right Click to select multiples simultaneously.  It is also possible to rearrange columns, filter based on rules, add/remove columns etc, but we’ll just select the sheets in this case and choose Next.

3. Select Formats

You are now on the Formats step.  You can select different Profiles in order to select from different groups of format settings using the Profile drop down menu at the top.  Use the check boxes to select the Formats you want to generate.  If you wish to issue hard copies ensure you set how many copies you require for each Print format and then select Next.   There are no limitations on how many Formats you can select.

4. Update Information

You are now on the Information step.  Essentially you are filling out information now that is only relevant to the Naming Rules and Output Locations if you have used these fields.  Ensure you have entered an Issue Name if you are using this in your Naming Rules.  Click Next once all information is correct.

5. Ready to Issue

You are now on the Ready to Issue step.  This step provides a final confirmation before starting to print & export documents.

Click Issue to begin printing and exporting.

6. In Progress

You are now on the In Progress step. Unlike Revit, this window is always responsive when generating files.  By clicking Cancel you can cancel the entire issue at any time.  If for any reason any particular tasks fail (maybe because the network dropped out) you can select the Repeat button to have the failed tasks attempted again – you can repeat all or just the failed tasks.  We have optimized Xrev Transmit so it will perform Print tasks first so whilst the Printer is spooling, Xrev Transmit can generate the digital files reducing the overall time until all tasks are complete.

Once complete click Next.

7. Finished

You are now on the Finished step.  Here you will see a quick summary of the status of the requested tasks.

Navigate to your designated Output Location to see all the files that have been generated to your standards!

Now that our files have been created we may want to generate a transmittal to attach to our document issue.

Generate a Transmittal

1. Open the Transmittal Wizard

In Revit, go to the Add-Ins tab on the ribbon and click the Generate Transmittal button in the Xrev Transmit panel.

This will display the Transmittal Wizard.

2. Select Sheets

You are now on the Select step.  On this selection step, only sheets that you have previously generated files for, using Xrev Transmit will show up.  This is to prevent the accidental listing of sheets that aren't supposed to be issued, on your Transmittal.  Simply select the sheets you wish to send and click Next.  You can use Shift & Control Click as well as the selection toggle at the top left to select multiple sheets quickly.

3. Details

You are now on the Details step.  If you've forgotten to generate a transmittal, maybe because you were up late to the last minute getting it finished, you can change the transmittal date.  Issued By is read from the most recent revision from your Revit file, but you can override this to whatever you like.  Set your Issue Reason, Issue Name, what Formats you are issuing and in what Paper Sizes and your Issue Method.  Once you've completed all these fields, click Next.

4. Distribution List

You are now on the Distribution List step.  If this is your first issue you'll have no contacts associated to your project.  Select Add.. to add a new contact to this project.  Select an existing contact or choose New.. to create a new contact.  Enter the First Name & Last Name and Company Name and select OK. Once you have created all your contacts, select them using the check boxes and choose OK to add them to the Project Distribution List.   Now select which contacts you want to include on this particular issue.  If you are issuing hard copies, another column will be available for the Number of Copies.

Click Next to continue.

5. Ready to Generate

You are now on the Ready to Generate step. This step provides a final confirmation before generating your Transmittal.

Click Generate to begin generating your Transmittal.

6. Finished

After a very brief progress window, you should immediately be directed to the Finished step.  From here you can open the transmittal which will be named and filed are per your Naming Rules.

Open your transmittal to verify that it has been generated correctly.

Your drawings are now created and you have a transmittal to accompany them!  Congratulations on completing your first issue with Xrev Transmit!