Logo

Efficient Document Issue Records (DIR) Data Extraction using Automation for Ideate BIMLink

For those of you who have had experience with revisions in Revit, you probably know there are a lot of benefits and limitations to the revision tools. For example, we can customize the numbering schemes to match our office standards or client requirements. Clouding and tagging views and sheets are generally easy, though there are some known limitations to this process.


One of the biggest limitations to revision management in Revit is how we schedule them. To this day, Revit can only schedule revisions based on Current Revision information, such as Current Revision, Current Revision Date and so forth. While this information may be acceptable to some folks, many owners and contractors require a schedule listing all sheets and each of the revisions on each sheet. Unfortunately, this scheduling method is not native to Revit. 


Existing Ideate BIMLink customers who have been using our Document Issue Records (DIR) Excel template to generate a sheet list that lists all sheets and the revisions associated with those sheets are quite familiar with the two-step process: Export both the Revision Sequence and Sheet Revision data to the DIR Excel template, where it is restructured into a Document Issue Record. For customers that subscribe to Ideate Sticky as well, there is the added benefit of live-linking the DIR Excel file into their Revit models for a true round-trip process.


For those looking to automate the DIR process, either for a single Revit file or multiple Revit files, we have a simple solution that can automate the exportation of both the Revision Sequence and Sheet Revision data to the macro-enabled DIR file. The data is then updated to reflect the latest revision information for your projects. You can accomplish this task by using Ideate Automation for Ideate BIMLink.


Ideate Automation for Ideate BIMLink allows users to extract revision information from multiple models with the push of a button or through a scheduled task, allowing the project team to easily compile and update Document Issue Records demanded by many owners and jurisdictions. To assist with this process, Ideate Automation for Ideate BIMLink is pre-configured with two script files related to the DIR process, while Ideate BIMLink is delivered with five pre-defined link definitions that are configured to work with Revit Revisions and Ideate Automation.

ideate automation for bimlink

Watch this short video to review the process of automating Document Issue Record exports for multiple stages of your project. In addition, please review this Help topic, Getting Started with Ideate Automation.


Existing Ideate BIMLink customers can request the Excel custom template for Document Issuance Records via [email protected].

Explore recent posts

Ideate Cares: Spreading Love to Seniors This Valentine’s Day
February 26, 2025
BLOG - ARTICLE | Outside of work, we all have activities that bring us joy—whether it’s hiking, fishing, traveling, or simply spending quality time with loved ones. Maintaining a healthy work-life balance means making time for what matters most, and for some, that includes giving back to their communities. Earlier this month, our Social Media and Marketing Specialist, Aleksandra “Ola” Golda, donated her time to a cause related to senior citizens: chronic loneliness. While loneliness can affect anyone, it is especially prevalent among the elderly, making efforts like hers even more impactful.
Automation Workflows for Server Based Projects in Revit
February 5, 2025
Are you managing server-based projects or government contracts that can't rely on cloud solutions? Watch this webinar recording, as Olivia Morgan gives an insightful webinar on Automation Workflows and discover how to keep your projects efficient, compliant, and stress-free. Key Topics: - Model Metric Tracking for contract verification - Automated Model Checks for compliance - Workflow Automation for backups, exports & printing Start saving time with Ideate Automation today.
Enhancing Revit Model Performance Through Model Maintenance
January 17, 2025
TRAINING - VIDEO | Struggling with sluggish Revit models? Watch Olivia Morgan as she shares expert tips on model maintenance using Revit and Ideate Software tools. Learn how to boost model performance with industry best practices, maintain optimal element thresholds with clear guidelines, streamline workflows using Ideate Software add-ins, and keep your models healthy with a detailed BIM maintenance checklist.
Maximize Your Revit Productivity with Strucsoft and Ideate Software
January 10, 2025
VIDEO - TRAINING | https://youtu.be/SAbwNTrLnYw Explore how Ideate Software’s powerful Revit plugins streamline data management, improve model health, and enhance documentation workflows. In this webinar, we also highlight how Strucsoft tools complement Ideate solutions to boost efficiency for framing and construction projects.
Show More
Share by: