What's a Firm Stash?
A firm stash is a shared collection of details that everyone in your firm can access. You can think of it as a folder, or a mini-template, that stores a group of specific details that are often used across projects.
Only administrators can create or edit firm stashes.
What Problem Do Firm Stashes Solve?
Firm stashes are especially helpful for repeating projects. In many cases, team members end up downloading the same set of details multiple times for similar types of projects. This can take up valuable time and lead to inconsistent use of standards.
To avoid this, you can create a firm stash, add the relevant project details once, and make them available for the entire team. Instead of manually searching for and downloading each detail every time, team members can access the stash and download all included details in a single click. This saves time, increases consistency, and helps your team work more efficiently on repeatable project tasks.
How to Create a Firm Stash
Click Stashes at the top navigation bar:
Click + New Stash at the top right:
Name your stash (such as Residential Window Details) and enable the Firm Stash toggle:
Click Save Changes.
Once you save changes, the firm stash will appear at the top right corner of the screen as you can see below. This indicates that whichever details you stash next will automatically be added to the stash that appears at the top right:
You can click on the dropdown arrow at the top right corner to choose a different stash that you'd like to add details to:
Add Details to the Firm Stash
After you create the firm stash, it will be placed at the top right corner to indicate that whichever details you stash next will be added to that stash.
Click Details at the top navigation bar and search for the detail you would like to be added to the stash.
Checkmark the details that need to be stashed and click on the Stash button at the top right:
Copy an Existing User Stash to a Firm Stash
User Stashes vs. Firm Stashes
A user stash is a personal collection of details created by an individual user. Every team member can create their own user stashes to organize and store details relevant to their work. By default, a user stash is private and only visible to the person who created it. However, the stash owner has the option to share it with other team members, if collaboration is needed. Once details from a user stash are downloaded into Revit, the stash will automatically be archived. See Create Stashes for more info.
A firm stash will be available to everyone across the firm and, unlike user stashes, a firm stash will never archive upon download.
Navigate to Stashes → User Stashes:
Click on the user stash that you would like to turn into a firm stash and click on the horizontal kebab menu on the top right:
Click Copy to Firm Stashes:
