# Migrating Smart Views, Smart Assemblies, and Sort Mark Configurations to Smart Documentation

{% hint style="info" %}
Need help? You can [**submit a support ticket**](https://agacad.freshdesk.com/support/tickets/new)**,** and we’ll assist you with migrating your Smart Assemblies or Smart Views configurations to the structure of Smart Documentation.
{% endhint %}

Starting in **2026**, we plan to **remove Smart Assemblies, Smart Views, and Sort Mark** from all **Collections and Suites**.

Smart Assemblies (SA), Smart Views (SV), and Sort Mark (SM) are being replaced by **Smart Documentation (SD)**. SD includes all the functionality of the retiring tools—and even a bit more. This change enables a more compact and unified documentation solution in Revit that takes up less space.

From now until early 2026, we’re offering a **transition period** for moving your configurations from SA, SV, and SM to SD. We encourage you to migrate as soon as possible to avoid issues later on.

This guide walks you through the **step-by-step transition process**.

## 1. Are you new to our tools?

If so, simply start using **Smart Documentation**. It is now the **main tool for project documentation**.

{% hint style="success" %}
No further action required
{% endhint %}

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FDK5n9lRzjhfIBOXPv030%2F01%20sdoc.png?alt=media&#x26;token=dafee094-d663-413a-99cb-92ebd6d094b8" alt=""><figcaption></figcaption></figure>

## 2. Already using just the Smart Documentation?

Great! Continue using it.

{% hint style="success" %}
No further action required
{% endhint %}

## 3. Are you using Smart Assemblies, Smart Views, or Sort Mark?

You’ll need to **move your configuration files** to Smart Documentation.

{% hint style="warning" %}
**Before you start**, make a backup copy of all your configurations.
{% endhint %}

Smart Documentation uses the **same files for configurations** but organizes them differently.&#x20;

Follow the relevant instructions below to move your configurations into the new structure.

{% hint style="warning" %}
If you have multiple configuration sets, be sure to migrate all of them.
{% endhint %}

{% hint style="info" %}
If you are using Sort Mark from the MEP Hangers bundle and do not have Smart Documentation, see paragraph 3.2.2.
{% endhint %}

### 3.1. Open Smart Documentation Configurations

Start by **opening the Smart Documentation configuration folder**. You can find the path to the default configuration files here:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FVjJFzWYc3Ji2L3niJu8g%2F02%20configs%20file%20location.png?alt=media&#x26;token=c09d8fe3-46b9-4b61-9618-edfc720480f1" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Alternatively, you can set **any empty folder** as the destination in **Configuration Files' Location**. After using any Smart Documentation command, sample configurations will be generated in that location.
{% endhint %}

Open the path of your Smart Documentation's configurations in your file browser. This is how the Smart Documentation configuration folder structure looks:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FqtMQWIZLNTZ9KEnzZDk7%2F03%20sd%20config%20files.png?alt=media&#x26;token=1c55914f-2320-4373-bb4b-bcace5424cc9" alt=""><figcaption></figcaption></figure>

Keep this folder open—you’ll be copying files into it from your existing tools.

{% hint style="info" %}
You can create multiple Smart Documentation configuration folders to store different setups from SA, SV, or SM.
{% endhint %}

### 3.2. Migrating Sort Mark configurations

Open your Sort Mark configuration folder. You can find the path to it here:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2F7EdkOCohrnvt7H5sRo8K%2F04%20sort%20mark.png?alt=media&#x26;token=369362f1-e3c5-4296-a69d-f38a05a22cf6" alt=""><figcaption></figcaption></figure>

Transfer Sort Mark configurations to Smart Documentation using these steps:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FojqPgTB71jsNm7htilzl%2Fsm%20to%20sd.gif?alt=media&#x26;token=cd8fb157-afd3-4d17-ad28-073a04ce92fd" alt=""><figcaption></figcaption></figure>

* Copy the **BatchConfigurations** folder to **\[Your Configurations] / Numbering**
* Copy all other folders starting with "**OST\_**" to **\[Your Configurations] / Numbering / Configurations / Common**

After migration, you will find your Sort Mark commands and configurations under the **Numbering & Tags** menu in Smart Documentation:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FXFFx8ARGH3fHSyInoBe2%2F07%20numbering%20and%20tags.png?alt=media&#x26;token=0bfba41f-9626-4513-80d2-9cf888f5d063" alt=""><figcaption></figcaption></figure>

### 3.2.2. Migrating Sort Mark configurations to MEP Hangers' Numbers & Coordinates

{% hint style="info" %}
This only applies if you use Sort Mark from the MEP Hangers bundle
{% endhint %}

Open your MEP Hangers configuration folder. You can find the path to it here:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2F63Q4Nxo0xYmTZi70iJFv%2Fmep%20h%20configs%20location.png?alt=media&#x26;token=504bd7dd-970e-442b-a327-ece31ebd3190" alt=""><figcaption></figcaption></figure>

Open the path of your MEP Hangers' configurations in your file browser. This is how the Smart Documentation configuration folder structure looks:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FoPIiJsq858bGyV7OhD5i%2Fmephangers%20folder.png?alt=media&#x26;token=28e407c0-b205-490d-ad4e-176cc4e9808e" alt=""><figcaption></figcaption></figure>

Keep this folder open—you’ll be copying files into it from your existing tools.

Transfer Sort Mark configurations to Smart Documentation using these steps:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FN55oX5ypKi4hxlIqmJaF%2Fsm%20to%20meph.gif?alt=media&#x26;token=a46d5a57-d543-48d3-b014-611d5f4aa236" alt=""><figcaption></figcaption></figure>

* Copy the **BatchConfigurations** folder to **\[Your Configurations] / Numbering**
* Copy all other folders starting with "**OST\_**" to **\[Your Configurations] / Numbering / Configurations / Common**

### 3.3. Migrating Smart Assemblies Configurations

Open your Smart Assemblies configuration folder. You can find the path to it here:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2Fi2TQTooezGEqYiNLgV5P%2F08%20smart%20assemblies%20configs%20location.png?alt=media&#x26;token=b4689350-3848-44b4-9351-05d955c0a4dd" alt=""><figcaption></figcaption></figure>

Transfer Smart Assemblies configurations to Smart Documentation using these steps:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2F4maVOeGTOwbRAZQ4fgAK%2Fsa%20to%20sd.gif?alt=media&#x26;token=97811bc3-3361-4fd0-ab6b-db80af962815" alt=""><figcaption></figcaption></figure>

* Copy the **DimensioningConfigurations** and **WorkshopDrawingConfigurations** folders to **\[Your Configurations] / Assemblies**
* Copy **Imperial** and/or **Metric** folders from **Smart Dimensions** to **\[Your Configurations] / Dimensions**
* Copy **Imperial** and/or **Metric** folders from **Smart Tags configs** to **\[Your Configurations] / Tags**

After migration, you’ll access your Shop Drawing Configurations and use Smart Assemblies commands from the **Assembly Views** menu. Smart Dimensions and Smart Tags will be available via the **Predefined Dimensions** and **Numbering & Tags** menus:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FZlmZ9bAFP1Va2lFFDwpm%2F10%20assemblies%20in%20sd.png?alt=media&#x26;token=d490575c-d17d-418f-8921-d3ab07293dad" alt=""><figcaption></figcaption></figure>

### 3.4. Migrating Smart Views Configurations

Smart Views has two configuration locations (Smart Dimensions are specified separately). Open both folders — you can find the paths here:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FT8SKdIjU0rG5zqXaxhUp%2F11%20sv%20location.png?alt=media&#x26;token=68de934a-8fc3-4a1f-a0e3-4b5b1c2c15fd" alt=""><figcaption></figcaption></figure>

Transfer configurations to Smart Documentation using these steps:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2Fhvm2JU0Q1wtjy3hpylf3%2Fsv%20to%20sd.gif?alt=media&#x26;token=29a65c2a-c68f-48f1-a9f8-d3fa0dcb0b1b" alt=""><figcaption></figcaption></figure>

From Smart Views configurations:

* Copy the **Sheets** folder to **\[Your Configurations]**
* Copy the **Tags** folder to **\[Your Configurations]**
* Copy the **Views** folder to **\[Your Configurations]**

From Smart Dimensions configurations:

* Copy **Imperial** and/or **Metric** folders to **\[Your Configurations] / Dimensions**

After migration, your Smart Views commands will be accessible from the **Views** menu, and Smart Dimensions and Smart Tags from **Predefined Dimensions** and **Numbering & Tags** menus:

<figure><img src="https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2Fa0t1ykKbSTFl6NNf77lT%2F13%20sv%20in%20sd.png?alt=media&#x26;token=a7dbd6b1-b469-4992-b29e-d3ba9b9634ee" alt=""><figcaption></figcaption></figure>

## 4. Multiple Sets of Configurations

Do you have **more than one set of configurations**?

Simply create additional Smart Documentation configuration folder structures and move each set of configurations there, following the same steps as before.

## Test Smart Documentation & Get Support

Once migration is complete, test the functionality:

* Confirm that your configurations appear correctly.
* Ensure they behave the same as before.

If anything doesn’t work as expected, please [**submit a support ticket**](https://agacad.freshdesk.com/support/tickets/new) and we’ll assist you.