Documentation

LocusSync Collaboration

Real-time PDF markup, issue, and chat sync between teammates. Create a room, name the session, and review drawings live.

LocusSync Collaboration

LocusSync enables real-time collaboration across multiple LocusBIM instances. Changes to markups, issues, comments, and chat messages sync automatically between connected peers, with no manual refresh or file sharing required.

Starting a Session

Open the LocusSync panel from the menu bar and click Start new session. There is no separate "create" step. A room comes into existence the moment the first person joins a unique Room ID, and that person becomes the host. LocusBIM generates the Room ID for you and joins it in one click. All data in the room is shared in real time.

Before starting, you can enter an optional Session Name (e.g. "Mechanical Coordination, Level 3"). It both labels the room for easy identification later and is folded into the generated Room ID. The active session panel shows the friendly name and a Copy Invite button that copies the session name and Room ID to your clipboard, ready to paste into an email or chat.

To join a session someone else started, enter the Room ID they shared under or join an existing session and click Join. Any Room ID works; there is no organization-prefix requirement, it just has to match the one the host shared.

Recent Sessions

The last 8 rooms you joined are listed under Recent Sessions in the Sync panel. Click any entry to rejoin instantly, with no need to re-enter the room ID.

Presence & Follow Mode

Everyone in a session appears in the participant facepile next to the sync status bar, each with a stable colour that stays the same every time they reconnect. On the PDF you see each teammate's live cursor labelled with their name and the tool they currently have selected, so it is always clear who is doing what and where.

Click a participant in the facepile to follow them. Your view rides their page and zoom as they move through the document, which is ideal when someone is walking the room through a set of sheets. Click again (or move your own view) to stop following.

Sharing a Document: Share Page or Share PDF

A teammate who does not have the file open can still collaborate. Use the share controls in the menu bar to put what is on your screen in front of the whole room, the same way you would share a screen, except fully interactive rather than just a picture.

Key / ControlAction
Share pageShares just the current page. Everyone sees a pixel-exact copy of that page and can draw on it; markups land in the same place for every participant. While a shared page is open the toolbar is limited to zoom and markup tools so the page stays fixed for everyone.
Share PDFShares the whole document. Each participant automatically receives their own editable copy, complete with your existing markups, and every edit syncs live. The file stays with each participant after the session.

A banner shows what is currently shared and by whom. Click Stop sharing to end it. A shared page closes for everyone, and a shared PDF stays open as a normal document on each participant's machine.

Tip: Markups you draw together are real, editable objects, not a flattened image, so anyone can select, move, recolour, or delete them, and they remain editable long after the session ends.

Sharing Limits

Key / ControlAction
Maximum shared file sizeA shared page or PDF can be up to 80 MB. If a document is larger, share it a section at a time, or have teammates open their own copy of the file instead.
Shared file availabilityA shared document or page stays available to fetch for 30 minutes after you share it. In a long session, if someone joining later cannot load the shared file, click Stop sharing and share it again to refresh it.

Host Controls & Joining

The person who starts a session is its host. If the host leaves, the role passes automatically to another participant so the session keeps running. When starting a session the host can choose how the room behaves:

Key / ControlAction
Join controlOpen lets anyone with the Room ID join instantly. Approval makes newcomers wait in a knock-to-enter room until the host admits them.
Sharing rightsAnyone can share and edit, or Host only. When host-only, other participants stay in view-and-comment mode and the share controls are hidden for them.

The host can admit or decline people waiting to join, remove a participant, or hand the host role to someone else. These controls are enforced by the server, so they hold even if someone is running a modified client.

Project Rooms vs Quick Sessions

When you start a session you choose how long it should last:

Key / ControlAction
Project roomThe default. The room and everything in it (the shared document, all markups, and the member list) are kept on the server, so people can come and go over days and always pick up the current state, even if nobody else is connected at the time. Best for ongoing coordination on a sheet set.
Quick sessionA lightweight live session that exists only while people are connected. Nothing is kept on the server afterward. Best for a one-off live review while everyone is on the call.

In a Project room, members you have admitted can rejoin anytime; someone you remove loses access. A new person still needs the Room ID, and an approval room still asks the host before letting them in.

Closing a Room & Expiry

A Project room stays available until the host closes it or it reaches its expiry date. The host can Close room at any time, or set an expiry (up to 90 days, 30 by default). Everyone sees how long is left.

When the host shares a file, they choose what happens to everyone else's copy once the session ends. By default the shared file is removed from members on close, so a document shared for a working session does not stay behind on other people's machines. The host can instead choose Members keep it, either when starting the session or in the confirmation shown when closing the room. If the file is set to be removed, closing the room closes that shared document for each member and deletes their downloaded copy and its markups.

Tip: After a room closes or expires there is a short grace period to export the document (Export PDF with Markups) before its stored copy and history are removed from the server. Files you already had open before the session, and any document the host chose to let members keep, stay on your machine.

Working Offline

If your connection drops, keep working. Markups, issues, and comments you make are saved on your machine right away, and the sync status bar shows a badge for changes waiting to upload. When the connection returns they are sent to the room automatically. Live cursors are the one thing not queued, since a stale pointer position is not worth replaying.

Khatam in a Session

Khatam, the on-device assistant, can help you keep up with a busy room. Both features are read-only suggestions: they summarize activity and never change the document or the room.

Key / ControlAction
Catch Me UpJoining a session that has been running for a while? LocusSync menu, then Catch Me Up gives a short digest of what happened (who added markups, how many issues were raised, who joined) so you can orient in seconds. Copy it to share with someone else.
Session SummaryAt any point, LocusSync menu, then Session Summary builds a structured recap of the current document: markup counts by status, decisions made, action items, and open questions. Copy it or export it as Markdown for meeting notes.

What Syncs

Key / ControlAction
PDF markupsCreated, modified, and deleted markups sync instantly
Issue trackingNew issues, status changes, and assignments sync across peers
Markup commentsComment threads on PDF markups appear on all devices
Issue commentsComment threads on 3D viewer issues sync in real time
Peer cursors + presenceSee where teammates are clicking and which page they have open
In-session chatEphemeral text chat (see the Chat subsection below)

In-Session Chat

Every sync room has a built-in chat panel for quick coordination without leaving the app. Click the Chat toggle in the menu bar (it appears next to the sync status bar whenever you are in a session) to open the panel. Messages from teammates appear on the left in a neutral colour; your own messages appear on the right in the accent colour. The toggle shows an unread badge ("3", "10", up to "99+") when remote messages arrive while the panel is closed.

Key / ControlAction
EnterSend the current message
Shift+EnterInsert a line break without sending
Max message length2000 characters (longer messages are rejected by the server)
Tip: Chat is ephemeral. Messages reach everyone in the room at that moment, but they aren't saved and someone joining later won't see history. Use chat for live coordination ("I'm taking sheet A-101 next"). For anything you'll need to reference later, use Issue Comments instead.

Pending Changes Indicator

The sync status bar shows a badge when there are local changes waiting to upload, for example markups drawn while offline or comments posted before the connection is ready. The badge clears automatically once everything is synced.

Offline Behaviour

If the connection drops, LocusBIM continues to work normally. Markup, issue, and comment changes are queued locally and sent automatically when the connection returns. If two people change the same thing while disconnected, the most recent edit wins.

Chat is the one exception: chat messages typed while disconnected are not queued (chat is live broadcast only). Wait for the connection indicator to go green before typing time-sensitive messages.

Tip: Keep the Sync panel visible during review sessions so you can see exactly who is connected and whether your changes have reached the room.
Related topics
  • Markup CommentsAdd threaded comments and discussion replies to any markup on a PDF drawing — saved locally and shared via LocusSync.
  • Issue CommentsThreaded discussion on every 3D viewer issue — saved locally, synced live across LocusSync sessions.
  • ProjectsOrganise PDFs, issues, and cost rollups per project so you only see the engagement you're working on — no mixing across clients.