Once installed, PentagonDocs Assistant adds a new tab to the ribbon interface.


Settings

When using PentagonDocs Assistant with Revit for the first time you will need to select the vault you wish to work with. The ribbon will initially show  Not Configured



To select a vault, click “Settings” and select from the list of available vaults.



NOTE: A new feature aimed at users with concurrent licencing of M-Files allows disconnection automatically after a period of timeand then the concurrent licence is relieved.


Once connected to PentagonDocs Assistant, the current vault will be displayed on the ribbon.


About

Click ‘About’ to see the version of the add-in and its status (‘Connected’ indicates that you are connected to the vault and have a PDA Revit add-in license assigned to your user via the PentagonDocs Assistant Admin Utility):



When you are connected to the vault selected in the ‘Settings’ section, a ‘Disconnect’ option will be shown allowing you to log out of the selected vault. If not logged into the vault an option ‘Reconnect’ will be shown.