Create data exchanges in Autodesk Docs

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Data Exchanges are a cloud-based method of sharing subsets of your data more easily across your apps and teams.

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In Autodesk Docs, once a Revit 2023 (or later) file with at least one 3D view is published from Revit or uploaded to the Files tool,

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members with the appropriate permissions can create a Data Exchange to share the contents of the 3D views.

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To verify your permissions, open your project in ACC Docs.

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In the Files tool, next to the appropriate project folder, click More and select Permissions settings.

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The Permissions settings panel opens.

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Ensure that you have at least View and Download permissions, then close the Permissions panel.

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With your permissions verified, you can now create a Data Exchange.

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From the files list, select the Revit model to open it in the file viewer.

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From the navigation panel, click Sheets and Views.

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The Sheets and Views panel opens.

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On the 3D tab, you see the 3D Revit views that have been included in the Publish Set from Revit.

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In this example, a specific 3D view for Data Exchange has already been created.

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When you create this view, it is recommended that you only use the subset of elements that are required for that Data Exchange.

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Publishing the entire view of the model is not recommended,

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because it can affect the performance of the Data Exchange and may not yield the expected results.

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To create a Data Exchange from this 3D view, click More, and then select Create Data Exchange.

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In the Create Data Exchange dialog, specify the folder where the Data Exchange should be saved.

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Click in the Save As field, and then navigate to the appropriate folder in the Select folder dialog.

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For simplicity, the model folder is chosen here, but it is best practice to designate and select a different folder with unique permission controls.

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Then, the source Revit files and the resulting Data Exchange can have different permission controls to protect the source file.

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Once you have picked the folder, click Select.

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Back in the Create Data Exchange dialog, by default,

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the Data Exchange will have the same name as the 3D view that was used to create it.

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In the Name field, ensure that your Data Exchange has a descriptive and unique name.

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If the name is not unique, you will receive a warning.

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Also, it is critical that you check the Total number of elements in the exchange, as it affects performance.

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To reiterate, a Data Exchange is intended to be a subset of the design model.

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As a rule of thumb, an exchange with 30,000 elements is a large exchange, and more than this will result in longer processing time.

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Click Create Exchange, then close the file viewer.

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Back in the Files tool, the newly created Data Exchange appears,

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although it may take a few minutes to process.

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To review what is included in the Data Exchange, select it from the list.

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The file viewer opens to display the elements included in the original 3D view that the exchange was created from.

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You can now use this Data Exchange to share 3D model data with other team members,

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and you will also be able to use the data in other software.