Getting Started Guide

Ideate Annotate   Ideate Annotate can be found on the Ideate Software tab on the IdeateApps ribbon. This tool is designed for all of us who are responsible for construction documentation. In this first release of Annotate there are two primary workflows, each identified within a separate tab, Browse and Review


Use the Browse tab to view annotation elements on a per project, per view or per sheet basis to ensure documentation meets the project standards for the deliverable. This tab displays 2d annotation elements (text, tags, generic annotations, dimensions, spot elevations, stair paths, detail components/items, filled region, etc) depending on the filters selected. Before beginning this exercise, open the Revit Sample file called rme_advanced_sample_project.rvt. This file can be found in C:\Program Files\Autodesk\Revit 20xx\Samples.

find tags by numbers with Ideate Annotate

  1. Open “Level 1 HVAC Plan” View.
  2. Start Ideate Annotate and select to make the Browse Tab active.
  3. On the Display drop-down make sure that Active View is set.
  4. We want to find a mechanical equipment element that is tagged as “1-6” in order to make an edit. In the Search Bar type “1-6”. The selection pane is filtered showing the mechanical tag.
  5. Double click once on “Mechanical Equipment Tags” to expand the element tree.
  6. Double-click again on the last item in the tree called “Boxed Instance” go to the element within the view.
  7. Select the checkbox next to “Boxed Instance” to select the tag. 
  8. From the Revit properties palette, change the Orientation of the tag to Vertical.
  9. Annotate can stay open while you do other Revit work. To change the tag value of the mechanical equipment
    • Touch on the Revit screen once — this will deselect the tag.
    • Touch on the mechanical equipment element to activate the Properties Palette.
    • From the Properties Palette, find the Mark value and change it to “1-7”


The Review tab within IdeateApps>Annotate is designed to ensure the legibility of tags, text, dimensions and other annotative elements found on published sheets. Within Review you can find and fix common annotation problems such as clashes between tags, text, etc.

  1. Start Ideate Annotate and select to make the Review Tab active.
  2. From the Revit Project Browser, open “E201 – Unnamed” Sheet
  3. Within Ideate Annotate, change the Display drop-down to “Placed Views and Sheets”. This will display the partial analysis results for any annotative element that exists on a view that has been placed, or on any sheet. The partial analysis state is ignoring any “Annotation Clash” or “Other Not Visible” issues, which take more time to analyze and display.
  4. Double-click on (1) Elevation Marks with No Elevations, then double-click on Elevation 5. This opens up “Level 2- Lighting Plan”.
  5. With the Elevation 5 highlighted, select the red x from the toolbar area to delete this unused elevation mark.
  6. Next, move the Full Analysis toggle to right. When the dialog appears, click on “Yes, begin”. This will reveal any “Annotation Clash” or “Other Not Visible” issues for annotative elements that are on sheets or placed views.
  7. Select “Other Not Visible” to expand the list, then select “Floor Plan: North Level 1 Lighting Plan”, then select “Wire Tags”.
  8. Double click on the first “M_Wire Tag. A “Show Cropped Element” dialog box appears, choose Yes to uncheck the view’s annotation crop. Zoom out to see the annotations that are not within scope box.
  9. Within the same view, expand the Lighting Fixture Tag list and double-click on the first tag. Notice that the zoom does not work as expected. This is because the tag is not visible for a reason other than the annotation crop value.
    • With the tag still selected, pick the XRay button from the toolbar area, then pick Find Element.
    • The XRay results report the reason the tag is not visible is that the lighting fixture associated with the tag is also not visible.
    • Pick Fix again to learn why the lighting fixtures are not visible.
    • The XRay results report that the reason the lighting fixtures are not visible is the view crop.
    • Pick Fix again to un-crop the view to see all (88) lighting fixture tags and all (4) wire tags that were previously not visible.
  10. These tags are not necessary given the original view and annotation crop settings. Deleting these tags will prevent them from unexpectedly displaying later if the view crop changes. Select the Revit undo command to revert the view and crop settings...

use Revit undo

... then use Annotate to select and delete these elements.

Delete all Other Not Visible elements by Revit view

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