Revit Tip: Rapid web reviews with Revit Shared Views

Use Shared Views to gather fast, web-based feedback from stakeholders without sending the RVT or setting up a full cloud project.

What it is and when to use:

• Shared Views publish a lightweight snapshot of a Revit view or sheet to Autodesk’s web viewer.
• Ideal for quick, ad-hoc reviews with clients, consultants, and field teams who don’t use Revit.
• Link-based access, no installation required; viewers can orbit, section, measure, and comment in the browser.
• Great complement to Autodesk Construction Cloud (ACC) workflows; use ACC for formal issue tracking and transmittals, Shared Views for rapid feedback loops.

Prepare the view for clarity:

• Duplicate the view and apply a View Template for consistent graphics, detail level, and filters.
• Clean visibility: hide links/categories not needed, lock a Section Box in 3D, and set phasing/filters for the intended audience.
• Use clear naming: Disc_Level_Area_Purpose_Rev (e.g., A_L02_Lobby_Refine_Rev01).
• If confidentiality matters, limit what’s visible and consider excluding element properties.

Publish steps:

1. Open the view or sheet you want to share.
2. Go to Collaborate tab > Shared Views (Share panel).
3. Click New Shared View, name it clearly, and choose whether to include properties.
4. Publish and wait for processing; then copy the web link.
5. Send the link to stakeholders via email, Teams, or your preferred channel.

Manage and iterate:

• Shared Views typically expire after 30 days; extend or delete any time from the Shared Views dialog.
• Republish when design changes; keep a short history by appending Rev numbers in the name.
• Encourage reviewers to add comments directly in the web viewer; consolidate feedback before your next publish.

Quality and security notes:

• It’s a view-only snapshot—no one can alter your model, and the RVT is never shared.
• Only geometry and data visible at publish time are exposed; govern access by curating the view.
• Not a replacement for sealed deliverables or formal submittals; treat as “for review only.”

Pro tips for smoother reviews:

• Use Section Box presets for focused issue review areas (core, lobby, typical unit, equipment room).
• Leverage color schemes or filters to emphasize scope (phase, system, fire rating, responsibility).
• Publish key sheets with tags/dimensions for 2D clarity; publish complementary 3D for spatial understanding.
• Bundle Shared View links in a brief, dated summary email with requested actions and due dates.

Looking to standardize this workflow across your team or align it with ACC issue management? Connect with NOVEDGE for deployment guidance, licensing, and training support: NOVEDGE. For Autodesk solutions, explore NOVEDGE’s Autodesk collection and ask their specialists about best practices for Revit Shared Views, ACC, and integrated review pipelines.

You can find all the Revit products on the NOVEDGE web site at this page.