- 1
Selection
Filter with All, Sheets, Views, Open only or Current revision, or load a Revit View/Sheet Set. Tick Include on the rows you want. Use Select displayed, Invert displayed and Clear all for bulk changes.
- 2
Build the filename rule
Open the filename editor. Drag parameters from Available Parameters (Sheets, Views, Project Information, Assemblies) into Name Parameters (In Order), set a Prefix, Separator and Suffix on each, and watch the Custom Name Preview.
{SheetNumber}_{SheetName}_{CurrentRevision} → SD-00001_Foundation Plan_00 - 3
Know the tokens
Tokens include {SheetNumber}, {SheetName}, {ViewName}, {ViewType}, {CurrentRevision}, {Parameter:X}, {ProjectInfo:X}, {Date:yyyy-MM-dd}, {Time:HH-mm}, {Year}, {Month}, {Day} and {UserName}. Empty tokens drop their separators, and invalid characters are replaced with “-”.
- 4
Format: PDF
Set Color, Raster quality and Export quality (DPI600 by default), Fit to page or a zoom percentage, paper placement, and the hide options (crop boundaries, reference planes, scope boxes, unreferenced view tags). Choose PDF per item or One combined PDF, optionally combined by parameter, saved set or an expression.
- 5
Format: DWG and existing files
Pick a DWG export setup. Then decide what happens to existing files: Overwrite, Skip, Add numeric suffix, Add timestamp or Reject output, which is the safe default.
- 6
Create: check every file
The Create tab lists one row per sheet and format with Size and Orientation detected from the title block (ISO, JIS, ANSI and ARCH sizes within 3 mm). Reorder rows, remove or restore them, and override paper per row.
- 7
Export
Click Export. Each row moves through Pending, Processing and Completed. Cancel takes effect between files. If anything fails, Retry failed items re-runs only those, and you can generate a CSV or XLSX report.
Good to know
- Two sheets that produce the same name become Plan.pdf and Plan (2).pdf; re-exporting replaces them.
- Save your settings as a Profile; profiles are versioned JSON files and work on network paths.
- Scheduled publishing repeats an export every N minutes, weekly or monthly while Revit and the model stay open.