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Make and Review Approvals with External Systems

How the Round-Trip Works

When your partner does not use ConVoid, approvals travel through a three-step round-trip:

  1. You provide a geometry file (so the partner can locate each opening) plus a decision file (for the partner to fill in).
  2. Your partner reviews in their tool of choice - a BCF platform, an IFC viewer, a spreadsheet, a PDF, or a combination - and updates the decision file.
  3. You import the returned decision file. ConVoid merges status, comments and (for BCF) snapshots into your openings.

The geometry file is one-way (you only send it). The decision file is round-trip: it goes out blank or pending, and comes back filled in.

This page explains how to choose the right combo of geometry + decision file and how to run each round. The export and import mechanics themselves live in Exchange with External Systems.

Prerequisites

If you are a ConVoid User, see on how the approval and exchange is working in ConVoid for Revit and ConVoid Manager Stand-Alone.

What You Provide and What You Receive

SideWhat it carriesFormatsDirection
GeometryPosition, dimensions, shape, so the partner can see and locate each opening.IFC, PDF (2D Plans)You send only
DecisionsApproval status, comments, and (BCF only) snapshots.BCF, ExcelYou send blank, partner fills in, you import back

You always send one geometry file plus one decision file as a pair. The right pair depends on what your partner can open and how they want to review.

Choose the Right Combo

ComboUse when partnerYou receive backEffort
IFC + BCFUses a BIM viewer or BCF platform (BIMcollab, BIM Track, Solibri, Stabicad).Status, comments, snapshots.Low
PDF + BCFHas a BCF tool but no IFC viewer. Reviews spatial context on the printed plans.Status, comments, snapshots.Medium
IFC + ExcelReviews in spreadsheets but still wants to see the geometry in 3D.Status, comments.Medium
PDF + ExcelDoes not work with BIM at all (clients, accountants, authorities).Status, comments.Medium

Combo A: IFC + BCF

The most BIM-mature option. The partner opens the IFC in their viewer, links the BCF, navigates issue by issue and updates the labels.

One-time setup: the partner's BCF platform must contain the labels for their discipline. See BCF Labels Reference below.

Each round:

  • You send: IFC + BCF, both with the same Coordinate Base and IFCSITE setting. For example see Coordinate Settings in Revit.
  • Partner does: Loads the IFC in their viewer, opens the BCF, walks through each issue and applies one of the three discipline labels - for example ARC Approved, ARC Rejected or ARC Pending - then adds comments and snapshots and exports the updated BCF.
  • You import: the returned BCF, ticking only the partner's discipline.
Same Coordinate Base or wrong viewpoints

If the IFC and the BCF use different Coordinate Bases or differ on the IFCSITE elevation, BCF viewpoints navigate the partner to the wrong place. Set both exports to the identical base before sending.

Combo B: PDF + BCF

Use this when the partner has a BCF tool but no IFC viewer. Spatial context comes from the printed plans; the BCF carries snapshots that ConVoid generates automatically.

One-time setup: the partner's BCF platform must contain the labels for their discipline. See BCF Labels Reference below.

Each round:

  • You send: PDF plans (with Smart Tags so each opening shows its Void-ID and dimensions) + BCF.
  • Partner does: For each BCF issue, looks up the matching opening on the PDF plan by Void-ID, applies one of the three discipline labels (for example ARC Approved), adds a comment if needed, exports and returns the BCF.
  • You import: the returned BCF, ticking only the partner's discipline.
Make Void-IDs the BCF Title

Reviewers find issues faster when the BCF title matches the tag on the plan. ConVoid uses the Void-ID as the title by default. If the partner asks for a different format, set a dynamic title before exporting. See ConVoid for Revit and ConVoid Manager.

Combo C: IFC + Excel

For partners who decide in spreadsheets but still want 3D context.

One-time setup: the partner needs to know how to mark approvals in Excel, which abbreviation to type, in which column, and how to add comments. See Excel Approval Reference below.

Each round:

  • You send: IFC + Excel. Set up the Excel via Fields to show only the columns the partner needs (Title, dimensions, Approved by, Rejected by, Pending by and the Void-ID).
  • Partner does: Browses the IFC for spatial context, then for each opening types their discipline abbreviation in the column matching their decision (for example ARC in Approved by) and adds any comments as Excel comments on the Void-ID cell. Returns the file.
  • You import: the returned Excel, ticking only the partner's discipline.
Lock the Void-ID column

Tell the partner not to edit the Void-ID column. ConVoid uses it to match rows back to your openings, an edited Void-ID cannot be matched and the row is silently skipped on import.

No snapshots through Excel

Excel cannot carry snapshots. If the partner needs to attach an image to a finding, they should send it separately, or use a BCF combo instead.

Combo D: PDF + Excel

The fully non-BIM path. Common for clients, accountants and authorities who only handle paper or PDF.

One-time setup: the partner needs to know how to mark approvals in Excel. See Excel Approval Reference below.

Each round:

  • You send: PDF plans (with Smart Tags so the Void-ID is visible on each opening) + Excel.
  • Partner does: For each row in Excel, looks up the matching opening on the PDF plan by Void-ID, types their discipline abbreviation in the column matching their decision (for example ARC in Approved by), adds any comments as Excel comments on the Void-ID cell, and returns the Excel.
  • You import: the returned Excel, ticking only the partner's discipline.

The Universal Import Rule

Every BCF Import, Excel Import or Approval Synchronization opens a discipline picker. The rule is the same across all combos:

Never tick your own discipline

Importing your own discipline overwrites your existing approvals. Tick only the discipline that did the review (for example ARC or STR).

If the partner only commented and did not change a label, ConVoid still merges the comment.

BCF Labels Reference

ConVoid uses BCF labels to track multi-discipline approvals, one opening can be approved by the Architect and the Structural Engineer in parallel, each via their own labels. For the round-trip to work, the partner's BCF platform must contain the labels for their discipline, spelled exactly as ConVoid expects.

Where the Labels Live in the Partner's Platform

Each platform stores the labels in a different field:

PlatformField that holds the labels
BIMcollabLabels
BIM TrackDiscipline
Solibri / Stabicad / othersLabels (project-level setup)

The Label List by Language

Each discipline uses three labels in the form <Abbreviation> <Status>. Labels are language-specific, so use the tab matching the Project Language set in your ConVoid profile. Click any code block to copy the three labels for that discipline, then send them to your partner so they can add them in their platform.

DisciplineLabels
Architectural (ARC)
ARC Approved
ARC Rejected
ARC Pending
Structural (STR)
STR Approved
STR Rejected
STR Pending
Mechanical (HVAC)
HVAC Approved
HVAC Rejected
HVAC Pending
Electrical (ELEC)
ELEC Approved
ELEC Rejected
ELEC Pending
Plumbing (PLBG)
PLBG Approved
PLBG Rejected
PLBG Pending
Coordination (COORD)
COORD Approved
COORD Rejected
COORD Pending
Fire Protection (FP)
FP Approved
FP Rejected
FP Pending
Technical Planner (TP)
TP Approved
TP Rejected
TP Pending
MEP
MEP Approved
MEP Rejected
MEP Pending
HVAC & PLBG
HVAC & PLBG Approved
HVAC & PLBG Rejected
HVAC & PLBG Pending
HVAC & ELEC
HVAC & ELEC Approved
HVAC & ELEC Rejected
HVAC & ELEC Pending
PLGB & ELEC
PLGB & ELEC Approved
PLGB & ELEC Rejected
PLGB & ELEC Pending

Send your partner only the three labels for their discipline.

Labels must match exactly

Spelling, casing, accents and ampersand spacing have to be identical (HVAC & PLBG, not HVAC&PLBG). ConVoid silently ignores unknown labels on import.

Project language change breaks labels

If someone changes the project language in, the BCF labels in your export change with it and stop matching the partner's setup. Reset the language and re-export.

Excel Approval Reference

For partners reviewing in Excel (Combos C and D), four columns drive the round-trip. The export contains many other columns for context, but only the four below are read on import. Brief the partner on the rules here before sending the first file.

The Four Columns That Matter

ConVoid recognizes the column headers in any supported project language, so a partner working on a German export sees Genehmigt von instead of Approved by and the import still works.

ColumnWhat the partner does with it
Void-IDMatching key, never edit. ConVoid uses this to find the matching opening; an edited Void-ID breaks the match and the row is silently skipped on import. The Void-ID cell is also where comments go (see below).
Approved byTo approve, type your discipline abbreviation here. Example: ARC
Rejected byTo reject, type your discipline abbreviation here. Example: STR
Pending byIf more information is needed, type your discipline abbreviation here. Example: HVAC

To change a decision, move the abbreviation from one column to another. To withdraw a decision entirely, remove the abbreviation from all three columns.

Discipline Abbreviations

The abbreviations are the same prefixes that appear in the BCF labels, ARC, STR, HVAC, ELEC, PLBG and so on. Use the abbreviation matching the project language; ConVoid recognizes all language variants on import.

For multiple disciplines at the same status, separate them with a forward slash:

HVAC/ELEC

Spaces around the slash are tolerated (HVAC / ELEC works the same). Unknown abbreviations are silently ignored on import, so case and spelling have to match the discipline list exactly.

How to Add Comments

Excel comments must go on the Void-ID cell of the row, not in a separate text column. ConVoid does not read free-text columns on import.

  • Modern Excel (threaded comments): right-click the Void-ID cell → New Comment. Replies are imported in order.
  • Legacy Excel (notes): right-click → New Note.

Both formats are supported in the same file.

A "Comment" column in the export is not imported

The export may contain a Comment column that shows the latest existing comment from ConVoid. This column is for the partner's reference only, anything they type in there is not imported. Use Excel cell comments on the Void-ID cell instead.

The partner does not need to keep all rows

The partner can hide, sort or filter rows freely as long as they leave the four columns intact. Filtered-out rows are still in the file and will be imported normally.