Step 1: Review the Manufacturer Template and Hardware
Before drilling or cutting, unpack the exit device and locate the paper installation template provided by the manufacturer. Verify that all components are present.
• Lay out all hardware components: crossbar assembly, mechanism housing, latch bolt assembly, strike plate, through-bolts or sex bolts, and any trim or cylinder components.
• Read the manufacturer installation instructions completely. Each manufacturer has specific dimensions and tolerances.
• Confirm the exit device matches the door hand (left-hand or right-hand). Exit devices are handed and cannot be reversed in the field.
• For fire-rated assemblies, verify that the exit device carries the correct fire label matching the door and frame ratings.
Step 2: Mark the Door Using the Template
The manufacturer template is the primary reference for all hole locations. Do not measure freehand.
• Tape the paper template to the interior face of the door at the height specified in the manufacturer instructions. Typical mounting height is 38” to 42” from the finished floor to the centerline of the crossbar.
• Align the template edge with the door edge on the latch side. Ensure the template is level.
• Using a pencil or scribe, mark all through-bolt hole locations on the door face.
• Mark the latch bolt pocket location on the door edge. This is where the latch mechanism passes through the door.
• If the door has an exterior trim (lever or pull), mark those hole locations from the opposite side using the trim template.
Step 3: Drill the Door
With all locations marked, drill the required holes through the door.
• Drill the through-bolt holes at each marked location using the bit size specified on the template. Drill completely through the door from the interior face.
• Drill or cut the latch bolt pocket in the door edge using the appropriate hole saw or spade bit. The pocket must be deep enough for the latch bolt assembly to sit flush with or slightly recessed from the door edge.
• For hollow metal doors, deburr all drilled holes with a file to prevent sharp edges from interfering with bolt seating.
• Test-fit the latch bolt assembly in the door edge pocket before proceeding. It should slide in and out freely.
Step 4: Install the Latch Bolt Assembly
The latch bolt installs in the door edge before the main device is mounted on the face.
• Insert the latch bolt assembly into the pocket in the door edge. The latch bolt face should be flush with the door edge.
• Secure the latch bolt assembly using the screws provided. Tighten evenly.
• Verify the latch bolt extends and retracts freely by hand before mounting the mechanism.
Step 5: Mount the Exit Device to the Door
With the latch bolt in place, mount the main exit device assembly to the interior face of the door.
• Position the mechanism housing over the through-bolt holes, aligning the tailpiece or connecting bar with the latch bolt assembly in the door edge.
• Insert through-bolts or sex bolts from the exterior side of the door through to the mechanism housing on the interior side.
• Thread and hand-tighten all bolts before final tightening. This allows minor adjustment for alignment.
• Tighten all through-bolts evenly. Do not overtighten, as this can distort the door face on hollow metal doors.
• Attach the crossbar to the mechanism housing according to the manufacturer instructions. The crossbar should operate smoothly and spring back to the closed position when released.
Step 6: Install the Strike on the Frame
The strike mounts on the frame jamb on the strike side (opposite the hinges) and receives the latch bolt when the door is closed.
• Close the door and mark the strike location on the frame jamb by observing where the latch bolt contacts the frame.
• Position the strike plate on the frame jamb at the marked location. Use the strike template if provided by the manufacturer.
• If the strike requires mortising (recessing into the frame), use a chisel to cut the mortise to the correct depth. Many rim strikes are surface-mounted and do not require mortising.
• Secure the strike plate with the screws provided. Use all screw holes for a secure connection.
Step 7: Install Exterior Trim (If Applicable)
If the exit device includes exterior trim (lever, pull, or cylinder), install it on the exterior face of the door.
• Feed the trim spindle or tailpiece through the door from the exterior side into the mechanism housing.
• Secure the exterior trim plate using the through-bolts or mounting screws provided.
• Test the exterior trim operation. If equipped with a cylinder, verify the key retracts the latch bolt from the exterior side.
Step 8: Adjust and Test the Exit Device
After mounting all components, adjust the exit device for proper operation.
• Close the door and verify the latch bolt fully engages the strike. There should be no gap between the latch bolt and the strike pocket.
• Push the crossbar from several positions along its length. The latch should retract fully and the door should open freely from any push point.
• Release the crossbar. It should return to the closed position under spring tension and the latch bolt should re-extend automatically.
• Check the door gap between the door edge and the frame. The latch bolt should not drag on the strike face during closing.
• If the latch does not engage fully, adjust the strike position. If the crossbar does not return to center, check the spring tension adjustment per the manufacturer instructions.
• For fire-rated assemblies, verify that the door closes and latches positively under its own power. Fire-rated exit devices must latch without manual assistance.