Help & Documentation

Everything you need to install, deploy, and use the Details add-in for Autodesk® Revit®.

Getting started

1. Create an account. Sign up at firmdetails.com and create or join your firm.
2. Install the add-in. Download the MSI for your Revit version (2025, 2026, or 2027) from the dashboard and run it. Close all versions of Revit before installing.
3. Sign in. Open Revit and find the Details tab on the ribbon. Click Settings and sign in with your account.
4. Connect a detail source. Click Link and connect a container model or past project from a local drive, network path, BIM 360, Autodesk Construction Cloud, or Forma, then sync it.
5. Find and place details. Click Details to search your library and import drafting views into the active project or place them on sheets.

Details button — browse and import the library

The main library window. Browse every drafting view your firm has synced, organized by project, discipline, and folder.

• Search and filter by title, project, discipline, sub-discipline, or custom tab.
• Preview thumbnails before importing anything.
• Import one or more drafting views into the active project, or place them directly onto new or existing sheets using your firm's sheet template.
• Share selected details with a teammate: they receive the details inside Revit with your note, ready to import.
• Folders let you organize firm-approved details; create and manage them from the Firm Library page.

Recs button — AI-recommended details

Recs reads the active project's context — family names, keynotes, and details already drawn — and recommends drafting views from your connected container models that complement the work in progress.

• Recommendations come only from your firm's own synced container models, never from outside content.
• Picks favor details commonly used across your firm's projects and details related to the equipment and keynotes in your model.
• A short AI overview explains the reasoning behind the batch; use Refresh for a new set.
• Import any recommendation with one click, exactly like the main library window.

Link button — connect and sync detail sources

Manage the sources your library is built from.

• Container models: connect your firm's standard-detail container files from a local drive, network path, BIM 360, Autodesk Construction Cloud, or Forma.
• Past projects: save completed projects as library sources so their details are searchable firm-wide.
• Sync parses the model locally and uploads only detail thumbnails and metadata — never the model itself.
• Re-sync any time a source changes; you control what is connected and when it syncs.

Sheet button — sheet templates and layout

Standardize how imported details land on sheets.

• Set the default sheet size and titleblock used when Details creates sheets.
• Configure naming and numbering so new sheets follow firm standards.
• Control detail placement: grid layout, spacing, and sort order. Use Apply Layout to re-flow details on existing sheets with the current settings.
• Publish templates so every user's imports follow the same standards.

Settings button — account and preferences

• Sign in / sign out of your firm account and activate your license.
• Library discipline filter: limit browsing to the disciplines your role uses (Architectural, Structural, Mechanical, Electrical, Plumbing, Fire Protection, Power, and more).
• The installed plugin version is shown at the bottom of the window.

For BIM managers & IT

Firm-wide deployment

• The installer is a per-machine MSI, digitally signed by Firm Details LLC. One MSI per Revit version.
• Silent deployment: msiexec /i Details-2026.msi /qn (run elevated). Suitable for SCCM, Intune, or GPO deployment.
• Install locations: Revit 2025/2026 add-ins install under %ProgramData%\Autodesk\Revit\Addins; Revit 2027 installs under %ProgramFiles%\Autodesk\Revit\Addins per Autodesk's 2027 security requirements.
• The add-in checks for updates on startup and prompts users; updates install the same signed MSI. All versions of Revit must be closed for an update to complete.

Pre-configured container links

IT can deploy container links firm-wide so users are connected to the firm's standard-detail containers on first launch. Deployment links support environment variables (for example %USERPROFILE%) for per-user path portability. Contact support for the deployment guide.

BIM 360 / Autodesk Construction Cloud access

To let Details browse models hosted in BIM 360 or ACC, an account administrator must authorize the integration once for the account:

1. Sign in to ACC / BIM 360 as an Account Admin.
2. Open Account Admin → Custom Integrations (under Settings in BIM 360).
3. Click Add Custom Integration, choose access to Document Management, and select "I'm the developer".
4. Paste the Details client ID — shown in the add-in's ACC browser window with a copy button — and a name such as "Details".
5. Save and confirm the integration shows as Active.

Users authenticate with their own Autodesk accounts (OAuth); Details only accesses projects the signed-in user already has permission to view.

Data handling & privacy

• Revit models are never uploaded. Model parsing happens locally on the user's machine.
• Details syncs only drafting-view thumbnails and metadata (titles, disciplines, project names) needed for search and display.
• Firm data is isolated per firm and encrypted in transit and at rest on Google Cloud / Firebase infrastructure (US-Central region), which maintains SOC 2 Type II and ISO 27001 certifications.
• Firm administrators can permanently delete individual synced projects or wipe the firm's entire cloud library at any time.

System requirements & uninstall

Support

Questions, issues, or deployment help: email david@firmdetails.com or use the contact options at firmdetails.com. Please include your Revit version and the plugin version shown at the bottom of the Settings window.