Keynote Manager

Revit’s keynote system is a powerful way to integrate data into Revit families, reduce errors, and streamline documentation. The text files, though, are cumbersome and difficult to work with.
Keynote Manager was created to provide a simple, efficient interface to edit keynote files.

• Edit keynotes in a tree view instead of a long list in Notepad or Excel
• Automatically sequence keynote numbers
• Add & edit new notes without worrying about tabs or formatting
• Locate keynotes quickly with powerful, savable, search tabs.
• Multiple users can work on a single file concurrently
• Reorganize notes by simple drag and drop
• Select multiple keynotes and renumber in sequence

With Keynote Manager’s comment and markup system, comments can be added to any keynote and the history of the comment is tracked automatically.

• Create comments, update, and mark as complete
• Track the dates of comment creation and changes
• Convenient comment panel lists all comments
• Review comments for a particular note or for the whole keynote file
• Print all keynotes or a subset for manual review and markup

Keynotes can be linked to external documents or web locations and those documents can be opened from Keynote Manager.Files will be opened in their default editor and web locations will be opened in the default browser.

• Link to the Manufacturer’s web site, content page, or specification
• Link to a word processor specification
• Link to an image of the installed product
• Create as many links as desired

Keynote Manager Plus gives the user access to the Revit integrated Keynote Manager application in addition to the standalone Windows application. This places the ease of editing provided by Keynote Manager directly into Revit and comes with many added features.

• Edit keynote files directly within Revit.
• Select either a floating palette interface or a dockable pane.
  • Palette can be flipped, expanded / collapsed, resized, moved, or hidden at will. All settings are remembered from session to session.
  • Dockable pane can be docked into the Revit UI either on its own or with other Revit panes (properties pane, project browser, etc.).
• Automatically loads the correct keynote file for the current active Revit project and switches files when the active project is changed.
• Automatically updates key values in open Revit projects when a key value changes to avoid broken keynotes.
• Keynotes display if they are used in the current project or not. Click one button to list and/or show all elements using a specific keynote.
• Access to predefined ‘Used’ and ‘Unused’ search tabs.
• Apply a keynote to selected Revit elements with the click of a button.
• Generate and export reports of where keynotes are used in a model.
• Automatically reload keynotes into Revit with the Watcher function or reload manually with a single button that can be assigned a keyboard shortcut.

Keynote Manager allows a degree of quality control and standards enforcement not available in other editors, further reducing errors and increasing productivity.

• Formatting & parent/child relationships are handled by Keynote Manager so no more orphaned keynotes!
• Spell check function reduces spelling errors
• Quickly enforce office standards
  • Define master files & create new keynote files based on office masters
  • Set automatic keynote casing to UPPERCASE, lowercase, or Sentence Case
  • Convert casing for individual keynotes or all keynotes in a file
  • Set the font so the display in Keynote Manager matches the display in Revit

Everyone knows the frustration of losing data or an entire file due to either human or computer error.Keynote Manager’s distributed backup system ensures that if anything happens to a keynote file there will be a recent backup that can be restored and most if not all of your work saved.

• Text file and comment backups are distributed on all users computers so even in the event of a hard drive or complete computer failure another user will likely have a backup copy
• Backups are created automatically when a file is opened or closed
• Backups can be created automatically at a specified interval
• Select the number of backups per user (up to 999)

For users with large numbers of installations, it is desirable to avoid the need to visit every computer to configure settings and activate the license. Keynote Manager uses a simple settings and licensing system designed specifically for such situations. For deployment instructions see the deployment page.