In this training, we will walk you through the simple process of uploading content into UNIFI by choosing files or by using the Batch Export feature.
As a user, you are able to upload content to UNIFI. However, it’s important to note that if you aren’t a company or library admin, the content will have to be approved by an admin before it is added.
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.
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.
To begin uploading content, you’ll first want to navigate to the folder directory on your computer where all of your content is currently located.
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.
You can quickly drag and drop all of your content into UNIFI. UNIFI automatically creates tags based on your folder structure. For example, if you select the folder Base Cabinets to load into UNIFI, 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.
Uploading Content with 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.
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.
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.
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 “Project X” 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.
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 into 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.
With two ways to upload content – using the cloud icon for saved content on your directory or by using Batch Export for clouding content from a project, UNIFI makes it easy to load and store all different types of content for easy reference and versioning.