[product update]

Maximizing productivity in Revit with the newest version of Smart Documentation: New tagging and control features for assemblies

The latest version of Smart Documentation is here, bringing an array of improvements designed to enhance your workflow in Autodesk® Revit®. These updates also affect our Smart Views and Smart Assemblies toolsets, unlocking even more powerful features for you to explore. Ready to discover how these updates can take your projects to the next level? Let's take a look at what’s new!

Tagging Elements in Linked Files (Beta)

The Smart Tags functionality now supports linked files! We’ve released a beta version that lets you set up intelligent tagging configurations and run them in active models, linked models, or both. This functionality has been thoroughly tested with our datasets, and we’ll make final adjustments based on real-world feedback.

This feature addresses the challenge of slow project annotation when models are linked.

A new dialog window lets you choose which models should be tagged. To decrease loading time, it’s best not to select all available models unless necessary – even if they don’t contain elements specified in the configurations.

Software interface, showing a command menu and dialog box

This dialog will only appear if there is at least one linked model. Otherwise, Smart Tags will work as usual with elements from the active model.

Control what is included in an assembly

The Smart Assemblies functionality has also been significantly updated. We’ve added a new setting called Include in Assembly, which gives you more control over which families are included when creating or updating an assembly. Previously, all hosted and nested elements were automatically included. This was inconvenient for some users because not all instances were meant to be included in the assembly.

Software interface showing the shop drawing configurations window of Smart Documentation

Now, you can choose from the following options:

  • Nested Families

  • Hosted Families

  • Hosted And Nested Families (default, as it matches the previous behavior)

  • None

This setting is applied with every Create Assemblies, Update Assemblies, and Recalculate Assemblies command.

If these options aren’t sufficient – for example, if you’ve made manual adjustments to an assembly and don’t want them changed – there’s also the new Leave As It Is option. This option is intended for assemblies that have already been created, whether manually or by using Smart Assemblies.

With this setting, no changes will be made to assembly elements. After the initial assembly creation, you can change the Include In Assembly value to Leave As It Is for use with Update commands. Recalculate Assemblies command will make no modifications to assembly elements but will recalculate certain assembly parameters. Update Assemblies will do the same while also updating views and sheets and redoing annotations.

Four 3D models of precast wall panels, showing interior details and hosted and nested Revit families

Make assemblies “smart”

Smart Assemblies is now more useful for assemblies created outside our application. Previously, if an assembly already had manually created views and sheets, our solution would remove them before adding its own.

With the new update, existing views and sheets are preserved, and the application adds new ones based on the configuration.

Content trees as seen in user interface of Smart Documentation tool for Revit

Just remember to use the Leave As It Is option when working with existing Assemblies!

Smaller improvements

Here are some additional updates:

  • You can now use SA (Smart Assemblies) on hosted or nested elements. Previously, this only worked for parent elements.

  • The Can host rebar requirement has been removed from the Generic Models category, so you no longer need to modify Generic Models families to use them with SA.

  • We’ve removed obsolete settings from the Dimensioning Rules. The Old Options are gone, and everything they did can be recreated in Smart Dimensions.

Roadmap for Smart Documentation

Looking ahead, we plan to phase out Dimensioning Rules entirely. Most users only use them for assigning Smart Dimensions, but they add complexity, require more maintenance, and confuse new users.

Later this year, we’ll migrate some Dimensioning Rules functionality to Smart Dimensions, making it the single tool for batch dimensioning. This will simplify Smart Documentation, improve consistency across features, boost performance, and potentially reduce loading times. Stay tuned for these updates!

Meanwhile, current users of Smart Documentation should be sure to download the latest version via the ARKANCE Dock.

Curious about our Smart Documentation plug-in for Revit?