Revit. Keynotes and Keynote Setup

General Notes, Key Notes, Plan Notes, Symbols, and Abbreviations are various types of Legends.  The Views, these can be dragged and dropped onto a sheet.

General Notes


For Revit to use keynotes, a .txt file is required to hold the information.  Since it is a .txt file, more than one user is able to open and save the file, which has led to lost information and lost production time.  For this reason, use Word .doc files to help the process.  Word .doc files can’t be opened by more than one user at a time.

Step 1:  Place the txt file into the project folder





Below is an example of the layout of the file.


The first line is the Header for the data.  The second line starts with (Number – Tab – Description – Tab – Header). The format must be maintained in order to remain functional.  Once editing of the file is complete, save the file and exit.

Next open the Master Word file.

If the Master word file is being used, you will get a message indicating that it is being used.  Coordinate your efforts with other team members in the job or simply wait a few minutes. (The only reason this file is to be opened is for copying and pasting text into the Master file or from the Master file and into the Keynote .txt file.)

Once the Master word file is available, it will open and you can paste your information into it.

Exit and Save the Electrical or Mechanical Word file (Or whatever disciplines are in the model)

Save the Master file.

Now you are ready to edit the .txt file.

Copy the information from the Master file and Paste it in to the appropriate location in the Keynote file.

Exit and Save the .txt file

Exit and Save the Master Word file

What does all this accomplish?

A running Backup file to prevent lost information (Keynotes). Due to the Keynote file being a txt file, it can be opened by more than one person and the last save is what gets saved – whether it is more or less up to date.

This will minimize the access time to the Master word file and the .txt file.

The Master word file will serve as the gatekeeper to the .txt file.  (If you can’t open the Master Word file, then don’t open the .txt file.)

The Electrical and Mechanical Word files will be the primary editing files as well as the backup files for each group.

This will help prevent the loss of information and the loss of production time.

 Step 2:  Load or Reload the Keynote.txt file to the Revit project.

Go into the Revit project.  Select the Annotate Tab and then the Tag Panel Dropdown.


Select Keynote Settings from the Tag Dropdown Menu.


Key Note Set Up:

Select Browse and Navigate to the directory with the Keynote.txt file.

Path Type:  Select Absolute.

Numbering Method:  By sheet

Select OK when done.  This will link the file.

If you are Reloading the file, then the file path should already be defined when the Keynote Settings menu comes up.  You should be able to simply select Reload and then OK to complete this step.

Step 3:  Create a Keynote Legend. (If you’re working on a job from a recent template, then this step should be done.)

Select the View Tab.

Select the Legends Panel Button and then Keynote Legends.


The New Keynote Legend icon will come up.


Type the name of the legend in all CAPS. (KEYNOTES)  This will be the title in the browser as well as on the legend as it appears on the sheet.  Select OK when complete.





To complete, put a hex symbol next to the NO.


Make sure heading is underlined:


Join me tomorrow to learn about Keynote Troubleshooting! Feel free to comment and ask me any revit questions you have.

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