Adding Content to UNIFI

In this training, we are going to walk you through adding content to UNIFI. 

Keep in mind that in addition to our Revit add-in, we also have add-ins for AutoCAD, Civil3D, and MicroStation. This means you can insert content from your libraries as well as upload to your libraries from these applications. 

Uploading content into UNIFI is simple. There are two methods to upload content into UNIFI. The first method is to select the cloud icon on the left side of the screen:

Adding Content

From here, you have the option of either Choose Files which will open a browser to locate your content directory or, more simply, you can drag and drop files and folder directories from File Explorer. 

Adding Content

To begin loading content, you’ll first want to navigate to the folder directory on your computer where all of your content is currently located

Adding Content

You’ll see in this example that when we open up the Base Cabinets folder, all of the base cabinets content is within this folder. Although there is only Revit content here, keep in mind that UNIFI can store content such as images, spec. sheets, DWG content, and more. 

Adding Content

You can quickly drag and drop all of your content into UNIFI. UNIFI automatically creates tags based on your folder structure. For example, all of the content within this Base Cabinets folder is going to be tagged as “Base Cabinets.”

This helps to get you onboarded much quicker within UNIFI. 

Adding Content Using Batch Export

Another way to load content into UNIFI is by using the Batch Export feature. This feature is located in the UNIFI toolbar within the Revit ribbon. 

Adding Content

You’ll want to ensure that your UNIFI app is already open before using Batch Export. If UNIFI is not open, Batch Export will not be selectable.  

Using Batch Export over the Upload Content screen allows you to bring in more than just content that you can save to a file directory. 

This is how you’re going to be able to get non-saveable Revit content like system families up into the cloud. You can explore all of the different system categories and their types within this current Revit project. 

You could also bring in other project-specific Revit content, such as detail and model groups, drafting views, schedules, materials, and more. Bringing in model and detail groups like this allows you to enhance any modularization building you might be doing because you’ll be able to get it quickly out of Revit to use on other projects and you don’t have to worry about anybody accidentally purging your model.

Remember you can also house all of your content in Revit container projects like we discussed earlier.

Let’s take a closer look at how this works. If you expand the materials section, this is everything being sorted according to material class. 

Adding Content

So, for example, if you want to choose a particular material such as concrete, you can easily select that as you need and then hit Export

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When you select export, your export screen is going to pop up and you’ll be able to choose which Library you’ll want to put this into and determine which tags you may want to add. Maybe you want to add division number 3 to this particular concrete example to identify the project that it came from.

Notice also that since this model is already in the repository, it’s going to be uploaded as a new version. So you’ll want to confirm that that is in fact what you want to do. 

Adding Content

Customers are also able to use batch export to store Revit sheets in UNIFI.  Any families, linework, drafting views, and schedules on the sheets will be stored with the sheet as well.  The name of the file displayed in UNIFI is a combination of the sheet’s number and name separated by a hyphen. For example, “A101 – Architectural Sheet.”

Note: If a sheet is inserted to a project that has the same sheet number as the sheet stored in UNIFI, Revit will automatically renumber the sheet by incrementing the last sheet number to be entered in that model.  Duplicate sheet names are ok. If the sheet contains drafting views, schedules, families, or other elements with the same name as one that already exists in the model, they will be added to the model as a duplicate with a number at the end of the name. 

Finding Content 

Once you’ve loaded your content into UNIFI, you can go to Browse Content and take a look at the library that you’ve set up.

Tip: Keep in mind your Library Permissions structure in case your users are unable to access any loaded content. All Non-Company Admins will need to be granted access to the library to see company content. 

For example, if we go ahead and open up “Casework Files.” we are going to be able to see all of the base cabinets that we’ve uploaded. So note that the base cabinets tag here is still selected. 

Adding Content

You’ll see here that one of the tags is the project name.

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That’s one thing that we highly recommend: as you go through UNIFI in your project lifecycle, when the time comes to batch export content into UNIFI so that all other projects can take advantage of it, tag it with the project that it came from, that way people can easily identify it moving forward. 

In this case, let’s say that all of this content belongs to Project X. If we go to our search feature, we can put [Project X] in brackets to find all content tagged with Project X.

If we hover over the content images for drafting views or sheets, it’s going to expand it so that we can ensure that we bring in the right piece of content before loading it into our project.

Adding Content

We can also combine search techniques. So if we are looking for a cabinet in Project X, our 24 results can now come down to 4, so things are becoming more simple for us to be able to locate and identify the exact piece of content we want.

Adding Content
Last updated byTeam UNIF

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