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Data Exchange Workflow

Set up 3D views for use as Data Exchanges once the model is published to Autodesk Docs.

Overview

In general a Data Exchange gives you a way to share portions of a model with a collaborator so they don't need to download the entire model to accomplish their work. The steps of the work flow are as follows:
  • Set up 3D Views in Revit.
  • Publish the model to Autodesk Docs.
  • Create Data Exchanges from 3D views. (Autodesk Docs).
  • Preview Data Exchanges and set up subscriptions to the folders to monitor changes. (Autodesk Docs).
  • Load Data Exchanges in the target application. (Target application)

Setup 3D Views in Revit

Create 3D views of the model that contain the geometry needed for a Data Exchange. Limit the geometry included in the view with a section box and by turning off the visibility of categories in the view. For more information on limiting geometry in a 3D view see the following topics:

Create View Set for Publishing

Once specific views are created for use in creating Data Exchanges, create a view set for publishing to the cloud. Making a view set makes it easy to update the views used in the Data Exchanges as the model is changed. Once a significant change has taken place republish the set to the cloud.

Select Views and Sheets to Publish to the Cloud

Publish the Model

The final step in Revit to create a Data Exchange is to publish the model to Autodesk Docs. Once the model is published, the remaining steps of a Data Exchange take place on Autodesk Docs and the target application for the Data Exchange.

Publish Cloud Models

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