Complete Guide

👁️ See What's Used

Blue keynote numbers indicate which keynotes are actually placed in your Revit model. This lets you quickly identify active keynotes.

🗑️ Safe to Delete

Red keynote numbers show unused keynotes. You can confidently delete these to clean up your keynote library without affecting your project.

📊 Usage Statistics

The status bar shows exact counts: "Loaded 3571 keynotes (1 used, 3570 unused)". Know your library at a glance.

➕ Add Keynotes

• Add Child: Create sub-keynotes under any keynote
• Add Sibling: Create keynotes at the same level
• Auto-increments numbers to avoid duplicates

✏️ Edit Keynotes

• Update keynote number (key)
• Change description text
• Move to different parent (reorganize)
• Auto-create parents if they don't exist

📁 File Drawer

• Create a Blank File: start a fresh keynote .txt at any location and auto-load it as the project's keynote file
• Copy Existing File: duplicate any keynote .txt to a new location and auto-load the copy
• Save Project Keynotes As… recover the keynote file when the project points at a path you can’t reach (another user’s drive, a broken cloud link, etc.). Exports the entries Revit currently has in memory to a new local .txt file and auto-loads it.
• Saves you from juggling Windows Explorer + Revit’s Keynoting Settings dialog

🔠 Text Drawer

• Title Case — convert ALL descriptions to Title Case at once
• UPPERCASE — make every description fully upper-case
• lowercase — flatten to all lower-case
• Changes are in-memory until you click Save & Apply to Revit

🛡️ Duplicate Prevention

• Warns if keynote number already exists
• Prevents accidental duplicates
• Keeps your keynote file clean

🔍 Search & Filter

• Search by keynote number
• Search by description text
• Instant results as you type
• Stays fast on very large keynote files — thousands of entries with no lag

🌳 Tree View

• Hierarchical display
• Expand All / Collapse All tabs beside the search box — collapse for a fast, tidy overview of large files
• Click any group’s arrow to expand or collapse just that branch
• Natural number sorting (02, 03, 04...)

☁️ Cloud File Support

• Works with Autodesk Forma & BIM 360
• Auto-resolves Desktop Connector paths
• ⟳ Refresh button re-syncs cloud files

🔒 Worksharing Conflict Prevention

• Auto-detects workshared models with cloud keynote files
• Sync prompt on open — sync with central before editing
• Bnotes_ActiveUser parameter locks editing to one user at a time
• Warning banner shows who is currently editing
• On close — choose to sync changes or close without syncing
• Only activates on cloud/shared files (OneDrive, Autodesk Docs, Google Drive, Dropbox, SharePoint, Box)

💾 Save & Sync

• Save changes to keynote file
• Apply updates to Revit immediately
• Automatic file path persistence per project

🔑 License & Trial

• 30-day free trial — no credit card needed
• Register directly inside the plugin
• 7-day offline grace — works without internet

Cleaning Up Unused Keynotes

1. Open Bnotes
2. Look for red numbers (unused)
3. Select unused keynote
4. Click "Delete Keynote"
5. Click "Save & Apply to Revit"

Adding New Keynotes

1. Select a parent keynote
2. Click "Add Child" or "Add Sibling"
3. Edit the keynote details
4. Click "Update Selected"
5. Click "Save & Apply to Revit"

Reorganizing Keynotes

1. Select keynote to move
2. Change "Parent Key" field
3. Type new parent or "ROOT"
4. Click "Update Selected"
5. Confirm if creating new parent

Cloud File — Tags Show "?"

1. Open Bnotes — orange Refresh button appears
2. Click ⟳ Refresh
3. Bnotes re-syncs Revit's keynote table
4. All tags display correctly

Starting a New Keynote File

1. Open the File drawer at the top right
2. Click Create a Blank File (or Copy Existing File to start from a template)
3. Choose where to save (project folder is suggested)
4. The new file is auto-bound as the project's keynote source
5. Begin adding keynotes — no Revit settings dialog needed

Recovering Keynotes When the File Path Is Broken

1. Open the File drawer at the top right
2. Click Save Project Keynotes As…
3. Pick a destination on your machine (or your team’s shared cloud folder) and click Save
4. Bnotes reads the entries Revit has in memory, writes them to the new file, and re-points Revit at it
5. Edit normally and click Save & Apply to Revit when done

Editing Keynotes on a Workshared Cloud Project

1. Open Bnotes on a workshared model with a cloud-hosted keynote file
2. The sync prompt appears — click Sync Now to sync with central
3. If another user is editing, a warning banner shows their name — you can still continue
4. First-time setup: click Add Bnotes_ActiveUser Parameter (one-time, any team member can do it)
5. Edit keynotes normally
6. When closing, choose Yes to sync changes back to central, or No to close without syncing

Standardising Description Case

1. Open the Text drawer at the top right
2. Click Title Case, UPPERCASE, or lowercase
3. Confirm the count in the prompt
4. Review the tree — every description is rewritten in-memory
5. Click Save & Apply to Revit to commit