Layer Documentation
Resources to quickly learn the basics, and grow to becoming an expert
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Support
Sep 24, 2024
Find Layer support contact info, live chat hours, schedule project consultations, and access product updates or feature requests.
Tips for Using Layer in the Field
Sep 24, 2024
Get tips for using Layer on-site, managing offline data collection, syncing photos and annotations, and troubleshooting upload issues for seamless fieldwork.
Using Layer Offline
Sep 24, 2024
Learn how to use Layer offline for uninterrupted data access and syncing. Follow tips for working without internet, managing syncs, and collaborating offline.
General FAQs
Sep 24, 2024
New to Layer? Learn what you need to know right away, including supported devices, security, and how to use Layer offline for uninterrupted access.
API
Sep 24, 2024
Learn about the Layer API and how to connect your data to other platforms. Access API documentation, guides, and retrieve your API Token for authentication.
Formula
Sep 24, 2024
Explore Layer's formula capabilities for date, text, and math functions. Learn how to use DATE, CONCATENATE, ROUND, and more to enhance your data calculations.
Getting Started
Sep 24, 2024
Learn how to build custom tools in Layer to manage and connect your data efficiently. This guide covers essential steps for creating workflows, linking data, and generating automated reports.
Set up your Company
Sep 24, 2024
Learn what to expect in your Layer welcome email, including contact info, project setup, and training resources. Get started with user management and the Layer mobile app.
Supported Devices
Sep 24, 2024
Discover supported browsers for Layer, including Chrome, Safari, and Edge. Learn about Layer's iOS and Android apps, push notifications, and barcode scanning features
Security
Sep 24, 2024
Learn about Layer's security standards, including SOC2 Type 2 compliance, data encryption, and secure payment processing. Explore our Security Protocols and Privacy Policy.
Project FAQs
Sep 24, 2024
Find answers to common Layer questions, including project duplication, data referencing, project limits, and best practices for organizing data across multiple buildings.
Layer Project Dashboard
Sep 25, 2024
Navigate the Layer dashboard to manage Projects, Templates, Invites, and Trash. Learn how to sort, rename, favorite, and search for items, or recover deleted Projects.
Create a Project
Sep 24, 2024
Learn how to create a Layer project from scratch, a Layer Template, or a Company Template. Follow steps to customize your project based on best practices or saved templates
Manage your Project Team
Sep 24, 2024
Learn how to invite users to your Layer project, add company users or external collaborators, assign permissions, and edit your project team roles easily from the dashboard
Project Roles & Permissions
Sep 25, 2024
Learn about Project-level roles and permissions in Layer. Understand how to manage Company Users and Project Collaborators with Owner, Editor, Contributor, or Viewer roles.
Manage a Project
Sep 25, 2024
Learn how to rename, leave, back up, and delete Layer projects. Explore steps for exporting project data and setting the date and currency format for your project.
Category Overview
Sep 25, 2024
Learn about Categories in Layer, which organize Elements and Fields within a project. Discover when to create new categories to manage distinct data types and relationships.
Creating and Managing Categories
Sep 25, 2024
Learn how to create categories in Layer from scratch, spreadsheets, templates, or Revit models. Understand how to manage, update, and delete categories as your project evolves.
Import Data from a Spreadsheet
Sep 24, 2024
Learn how to import data into Layer from Excel or CSV files, including mapping categories and fields. Follow best practices for updating existing elements and avoiding data issues
Category Relationships
Sep 24, 2024
Learn how to relate elements between categories in Layer using Related Element, Spatial Relationship, and Lookup fields. Build one-to-one, one-to-many, or many-to-many relationships.
Category FAQs
Sep 24, 2024
Learn about copying categories in Layer and the difference between category names and instance names. Understand how categories and elements are named and structured.
Element Detail Pane
Sep 24, 2024
Learn how to use the Element Detail Pane in Layer to manage and input data for fields, files, notes, and tasks. Explore header actions, section tabs, and activity logs.
Create and Manage Layer Elements
Sep 24, 2024
Learn how to create, rename, duplicate, or delete Elements in Layer. Follow steps for creating Elements from scratch, importing data, or using templates.
Element Overview
Sep 24, 2024
Understand Elements in Layer's data hierarchy. Elements represent individual items within a Category, storing data in Fields like rows and columns in a spreadsheet.
Fields Overview
Sep 24, 2024
Fields in Layer organize your data, acting like columns in a spreadsheet or data points on a form. Customize fields to suit your project and view them in the Element Detail Pane.
Focus Mode
Sep 24, 2024
Learn how to use Focus Mode in Layer to streamline Element field data editing. Customize views for surveys or sub-categorization, and maintain a clean interface in the Element Detail Pane.
Field FAQs
Sep 24, 2024
Find answers to common questions about Layer Fields, including changing field types, duplicating fields, and bulk creating fields with spreadsheet imports or templates.
Field Types
Sep 24, 2024
Explore the 22 different field types available in Layer, including text, dates, photos, and Revit-specific fields. Learn which field types best capture your project data.
Text
Sep 24, 2024
Learn about Layer's Text field type, ideal for storing unformatted data like letters, numbers, and special characters. Tips for sorting numbers in Text fields are included.
Select
Sep 24, 2024
Select fields in Layer allow set responses and flexible typing options. Learn how they streamline data entry and help filter large categories into specific views.
Related
Sep 24, 2024
Related Element fields in Layer allow you to connect two categories, linking elements like Manufacturers and Furniture Specs or Observation Notes and Field Reports.
Reference
Sep 24, 2024
Learn how to use references in Layer's Drawing View. Annotations generate thumbnails that can be placed in Document View reports and filtered, but are not viewable in Table View
Range
Sep 24, 2024
Range fields let you use a slider to select your value.
Phone
Sep 24, 2024
Phone numbers can hold ten digit values. If you want to use international codes, you’ll currently have to use a Text field to do so.
Person
Sep 24, 2024
Person fields will let you select a user from the project. This is great for meeting minutes or assigning tasks that you can later filter by.
Number
Sep 24, 2024
Number fields are best used for holding number only values. Most of the time text fields will suffice but some values work best in Formula fields as numbers.
Lookup
Sep 24, 2024
Lookup fields in Layer retrieve information from connected categories, working with Related Element fields to automatically or manually return data across categories.
Updated At
Sep 24, 2024
Last Updated Time is metadata that cannot be changed. It will show the time stamp when the element was updated last.
Updated By
Sep 24, 2024
Last Updated by is metadata that cannot be changed. This will show the username of the account that edited the element last.
Files
Sep 24, 2024
Learn how to use Layer's File field to store and manage files like PDFs and images. Explore features like 360 photo viewing, file reordering, editing, and restoration.
Sep 24, 2024
Layer's Email field allows users to enter a valid email address and send an email directly by clicking the button that appears next to the field.
Element Number
Sep 24, 2024
The Element Number field in Layer exposes uneditable metadata. Each element has a unique, non-reassignable number, used in annotations and for updating elements via spreadsheet imports.
Divider
Sep 24, 2024
Dividers in Layer help organize fields into sections within the Element Detail Pane and Edit Fields. Dividers don't appear in sorts, filters, focus mode, or document views.
Date
Sep 24, 2024
Use the Date field in Layer to manually set dates and easily sort your data by date for better organization and tracking.
Created By
Sep 24, 2024
The Created By field in Layer displays uneditable metadata, showing which user created an element. For manual selection, use a Person or Related Element field.
Created At
Sep 24, 2024
The Created At Time field in Layer records the uneditable date and time an element was created. For manually controlled dates, such as survey dates, use the Date field instead
Barcode
Sep 24, 2024
On mobile devices, Layer's Barcode field allows you to scan barcodes or QR codes using your camera. You can also search for barcode values, though this feature is not available on Android.
Create and Manage Layer Fields
Sep 24, 2024
Learn how to create, edit, and manage fields in Layer. Customize field types, names, descriptions, and highlight colors to organize your data within the Element Detail Pane.
Summary Document View
Sep 24, 2024
Discover how to use Summary Document View in Layer to display and manage category elements with customizable filters and sorting options in table format.
Document View
Sep 24, 2024
Learn how to use Layer’s Document View to generate automated PDFs. Create Single Element reports or Summary Schedules, customize layouts, and save templates.
Drawing View
Sep 24, 2024
Learn how to use Drawing View in Layer to link and display Elements on PDFs. Create, manage, and customize annotations for efficient on-site data collection.
Gallery View
Sep 24, 2024
Discover how to use Layer’s Gallery View to display Elements as visual cards with images and fields. Ideal for collaboration on product specs and project history.
Table View
Sep 24, 2024
Learn when to use Table View in Layer for sorting, filtering, and displaying multiple elements. Create customized table views to manage data efficiently.
Create and Manage Views
Sep 24, 2024
Learn how to create and customize views in Layer, apply filters and sorts, save or share views, and generate shared links or embed code for external collaboration.
View Overview
Sep 24, 2024
Explore Layer Views to manage project data with filters, sorting, and custom settings. Learn how to create, duplicate, and share views for streamlined collaboration.
Model FAQs
Sep 24, 2024
Find out which Revit versions are supported by Layer, how to troubleshoot add-in issues, reduce model size, and map Layer fields to Revit parameters for seamless integration
Revit Add-in
Sep 24, 2024
Learn how to install and use Layer’s Revit add-in for seamless project navigation, Live Link, parameter sync, and more. Follow steps for installation and key functionalities.
Model Permissions
Sep 24, 2024
Learn how to manage model permissions in Layer, assign roles, and control who can publish, delete, or change versions of models without altering project permissions.
Parameter Sync
Sep 24, 2024
Learn how to update Revit parameters using Layer Automations and the Revit Add-In. Set triggers, queue changes, and sync parameter updates directly to your Revit model.
Model Versions
Sep 24, 2024
Track and manage model versions in Layer. Learn how to view version history, revert versions, and rename or delete published model versions within your project.
Model Settings
Sep 24, 2024
Learn how to manage Model Settings in Layer. Change model names, adjust model categories, remove deleted elements, or permanently delete models and their data.
Model Categories
Sep 24, 2024
Explore how to interact with Revit objects in Layer’s Models section. Learn about Model Categories, Field Types, and how to display Revit parameters for enhanced workflows.
Publishing a Model
Sep 24, 2024
Learn how to publish your Revit model to a Layer project, and get started connecting data
Model Overview
Sep 24, 2024
Discover how Layer integrates with Revit to sync models, manage data, and build custom workflows. Learn how Layer enhances BIM workflows for FF&E, surveys, and more.
Triggers
Sep 24, 2024
Learn about Triggers in Layer Automations, which define when an automation runs. Explore options for element creation, updates, filters, and scheduled triggers.
Actions
Sep 24, 2024
Learn about Actions in Layer Automations, including creating or updating elements, sending notifications, and syncing Revit parameters. Customize tasks for streamlined workflows.
Automation Examples
Sep 24, 2024
Explore examples of Automations in Layer, including automating tasks like work orders, confirmation emails, and Revit parameter syncs. Learn how to set default field values.
Document Templates
Sep 24, 2024
Learn how to save and reuse Document View Templates in Layer. Easily apply your saved templates by accessing them under the Company tab in new document views.
Templates
Sep 25, 2024
Learn about Layer Templates, which allow users to create or update projects with saved configurations. Explore Layer and Company templates, and what data can be included.
Forgot your password
Sep 24, 2024
Learn how to reset your Layer password if you've forgotten it. Follow steps to receive a reset email and update your password securely.
Enterprise Companies
Sep 24, 2024
Learn about Layer Enterprise accounts for 25+ users, including benefits, billing, and user management. Follow steps to sign up, invite others, and access support.
Manage Billing
Sep 24, 2024
Manage your Layer subscription, update your payment method, and view billing invoices. Access your Subscription tab from the Project Dashboard for easy account management.
Company Roles & Permissions
Sep 24, 2024
Learn about Layer Company roles and permissions, including Company Owner, Billing Admin, Admin, and Member. Understand access levels for managing users and billing.
Manage Company
Sep 24, 2024
Manage Layer users and roles from the Project Dashboard. Learn how to invite users, assign licenses, and automate user sign-ups with email domain settings.
Signing Up For Your Account
Sep 24, 2024
Learn how to sign up for Layer using Google, Microsoft, or a custom account. Follow steps for email verification, creating a company, and inviting team members.
Companies
Sep 24, 2024
Learn about Companies in Layer, how they organize users and licenses. Create or join a Company when signing up for your Layer account.