QuickVis Configure

QuickVis Configure lets you personalize how the radial menu presets and quick toggles panel work. Define exactly which categories each preset mode shows or hides, and choose which toggles appear in the dockable panel.

Getting Started

Access Configure from the QuickVis split button dropdown on the Amorphous ribbon tab in the View Tools panel.

The Settings Window

The settings window has two tabs:

Tab	Purpose
Visibility Presets	Configure what each preset mode shows or hides
Quick Toggles	Customize which toggles appear in the dockable panel

Visibility Presets Tab

Configure the three customizable preset modes: Presentation, Documentation, and Coordination for QuickVis.

Selecting a Preset

1. Click the preset name tab (Presentation, Documentation, or Coordination)
2. The checkbox grid updates to show that preset’s current settings
3. Make changes to the checkboxes
4. Click Save to apply

Annotation Categories

Control visibility for standard Revit annotation categories:

Category	Description
Dimensions	All dimension types
Text Notes	Text annotations
Generic Annotations	Symbol-based annotations
Keynote Tags	Keynote annotations
Grids	Grid lines
Levels	Level markers
Sections	Section cut markers
Elevations	Elevation markers
Callouts	Callout regions
Spot Elevations	Spot elevation annotations
Spot Coordinates	Spot coordinate annotations
Reference Planes	Reference planes
Scope Boxes	Scope box outlines
Matchlines	Matchline markers
Detail Items	2D detail components

Checkbox states:

• Checked = Category will be visible when preset is applied
• Unchecked = Category will be hidden when preset is applied

Element Types

Control visibility for element types that use element-level hiding:

Element	Description
CAD Imports (DWG)	Imported DWG files
Point Clouds	Point cloud instances
Revit Links	Linked RVT models

Quick Actions

Button	Action
All	Check all boxes (everything visible)
None	Uncheck all boxes (everything hidden)

Example Configurations

Presentation Preset

For clean presentation views:

• Uncheck: Dimensions, Text Notes, Grids, Levels, Sections, Elevations, Callouts, Reference Planes, Scope Boxes, Matchlines
• Uncheck: CAD Imports, Point Clouds, Revit Links
• Check: (leave empty or keep only essential items)

Documentation Preset

For construction documents:

• Check: Dimensions, Text Notes, Keynote Tags, Grids, Levels, Spot Elevations
• Check: Sections, Elevations, Callouts (view markers)
• Uncheck: CAD Imports, Point Clouds, Revit Links (typically hidden for CDs)

Coordination Preset

For coordination reviews:

• Check: Grids, Levels, Revit Links, Point Clouds
• Uncheck: Most annotations (Dimensions, Text Notes, etc.)
• Keep: Scope Boxes, Section Box for orientation

Quick Toggles Tab

Customize which toggles appear in the Quick Toggles Panel.

Active Toggles

The top section shows toggles currently in your panel, in order:

Element	Action
Drag handle	Click and drag to reorder
Toggle name	The category this toggle controls
X button	Remove from panel

Reordering Toggles

1. Click the drag handle (left side of toggle)
2. Drag up or down to the desired position
3. Release to drop in place
4. Click Save to apply the new order

Removing Toggles

1. Click the X on the right side of the toggle
2. The toggle moves to the “Available” section
3. Click Save to apply

Adding Toggles

1. Expand “Add More Toggles” (click to show available categories)
2. Click a category to add it to Active Toggles
3. It appears at the bottom of your active list
4. Drag to reposition if needed
5. Click Save to apply

Available Toggle Categories

Toggle	What It Controls
Dimensions	Annotation dimensions
Levels	Level datum lines and heads
Grids	Grid lines and bubbles
Scope Boxes	Scope box boundaries
Section Box	3D view section box clipping boundary
Site	Site category, Project Base Point, Survey Point, Internal Origin
Mass	Conceptual mass forms
Spot Elevations	Spot elevation annotations
Spot Coordinates	Spot coordinate annotations
Reference Planes	Reference plane lines
Sections	Section view markers and heads
Elevations	Elevation view markers
Callouts	Callout boundary markers
Text Notes	Text annotation elements
Generic Annotations	Generic annotation family instances
Matchlines	Matchline elements for sheet coordination
Detail Items	2D detail components
Model Lines	Model lines (3D lines in model space, not view-specific)
CAD Imports	Imported DWG/DXF files
Point Clouds	Point cloud instances
Revit Links	Linked Revit models
Topography	Topography surfaces; also Toposolids in Revit 2024+

Saving Settings

Click Save at the bottom of the window to apply all changes. Settings are stored in:

%AppData%\Amorphous\QuickVis\settings.json

Settings persist across Revit sessions and are user-specific.

Resetting to Defaults

Using the Reset Buttons

The easiest way to reset settings:

• Visibility Presets: Click Reset Presets to restore all presets to their default configurations, then click Save
• Quick Toggles: Click Reset Toggles to restore the default toggle list and order, then click Save

Manual Reset

If the reset buttons don’t work or you want to reset everything at once:

1. Close Revit
2. Delete or rename the settings file:

   %AppData%\Amorphous\QuickVis\settings.json

3. Reopen Revit - default settings will be created

Settings Reference

Default Preset Configurations

Preset	Default Hidden	Default Visible
Presentation	Most annotations, CAD, Links, Clouds	Essential view elements
Documentation	CAD, Links, Clouds	All annotations
Coordination	Most annotations	Grids, Levels, Links, Clouds

Default Quick Toggles

In order of appearance:

1. Dimensions
2. Levels
3. Grids
4. Scope Boxes
5. Section Box
6. Site
7. Mass
8. Spot Elevations
9. Spot Coordinates
10. Lines

Tips

Workflow-Specific Presets

Customize presets to match your specific workflows:

• MEP Coordination: Show ducts, pipes, but hide structural annotations
• Client Presentations: Hide all technical annotations, keep relevant elements
• As-Built Documentation: Show point clouds, hide linked models

Minimal Toggle Panel

For a cleaner panel, remove toggles you rarely use:

1. Keep only the most-used toggles
2. Access others through the radial menu presets

Matching Presets to Templates

Coordinate your QuickVis presets with your view templates:

• Name presets to match template purposes
• Configure the same categories to match template defaults
• Use QuickVis for quick overrides without modifying templates

Troubleshooting

Settings Not Saving

Cause: File permissions or path issues.

Solution: Ensure the Amorphous folder exists and is writable:

%AppData%\Amorphous\QuickVis\

Toggles Not Appearing

Cause: Toggle was removed or settings file is corrupted.

Solution: Add the toggle back from “Add More Toggles”, or reset settings.

Preset Not Working as Expected

Cause: Checkbox state doesn’t match intended visibility.

Solution: Remember: Checked = Visible, Unchecked = Hidden. Review and adjust the preset configuration.

Related Tools

• QuickVis Radial Menu - Apply preset visibility modes
• Quick Toggles Panel - Dockable toggle panel
• Preferences - Global Amorphous settings