Follow these steps to use the tool effectively:

1. Start the Command:

Run the Smart Transmit command from a model (i.e., an empty model). Ensure that no other open model in the same Revit session shares the name of any model you plan to prepare, as this may cause conflicts during processing. Once launched, a dialog box will appear where you can select the models to process and specify a folder for saving the resulting files.

2. Configure Settings:

Click the Settings button in the dialog to customize how the models will be prepared:

• Purge unused elements, external references, and ungroup components.
• Retain specific views, such as all sheets, views on sheets only, primary view only, or filtered views based on naming conventions.
• Manage worksets by moving annotation elements to designated worksets or deleting selected ones.
• Add a shared parameter and/or populate value in elements of selected categories.
• Enable additional options such as auditing models, removing non-primary design options, setting backup preferences, and applying filename suffixes.

3. Save or Load Configurations:

• Use the Export button to save your settings for future projects or workflows.
• Use the Import button to load an existing configuration for quick application of predefined settings.

4. Execute the Operation:

Click Run to initiate the process for all selected models. A dialog will pop up when the execution is done. An execution report will be saved in the destination folder in case any issues were found.

The installer will install the product for all Revit versions available on the machine, from Revit 2021 to 2025. Previous versions will be overwritten.

If an old version is installed, it will replace it.

When uninstalling, it will remove all files created during the installation process.

The app does not work with cloud worksharing models.

The app works with non-workshared files.

From Views/Sheets settings, views by name encompass any kind of view, including the following: floor plan, ceiling plan, elevation, 3D, schedule, drafting, legend, engineering plan, area plan, section, detail, column schedule, panel schedule, walkthrough, rendering, reports.

Views whose parent views are to be deleted will be deleted as well.

Scope boxes are considered in use only when they are assigned to a view.

Purge unused will do a full purge in versions 2024-2025, whereas in previous versions, it will keep materials.

Removing non-primary design options will not accept primary design options.

Removing worksets by name will remove the worksets fully in versions 2023 to 2025, whereas in previous versions, it will remove the elements within them only.