Bluebeam Revu keeps track, classifies and organizes PDF markups in the Markups List. The Markups List lives below the workspace, and is made up of columns and rows, with each row dedicated to one markup, and each column a unique classifier. There are over a dozen built in columns that can be turned on or off such as Subject, Date, Author, and Status. Users can also create custom columns that can utilize formulas specific to their workflows, assign responsibility for answering questions, or just to add a note. With the Markups List, users are able to generate streamlined PDF package summaries that make navigating lengthy PDF documents and drawings easier and faster. Here’s how to generate a Markups List PDF package summary:

First, have a marked up PDF open, ideally one that has made use of the columns in the Markups List. Navigate to the Markups List icon in the bottom left of the workspace and select it to open the Markups List.

Opening up the Markups List in Bluebeam Revu 2018

Now, navigate to the summary icon on the Markups List dashboard. There are a few options for generating a summary; CSV, XML, PDF and Print. Select PDF Summary. A dialogue box will open with options for generating a PDF package summary. By default the option to append and hyperlink the PDF package report will be selected, which is what we want this time, but there is an option for creating a PDF summary that is separate from the PDF document(s) or drawing(s) you are creating a summary for.

Create PDF Summary for Markups List in Bluebeam Revu 2018

From this dialogue box, you can customize the summary to your liking. The Columns tab allows you to include or exclude columns in the Markups List. The Filter and Sort tab allows you to filter and sort the column information for each markup, and gives you the option to exclude (or include) each individual cell in the Markups List. From this tab you can also choose how the report is sorted by. For this report let’s change Sort By: Page Label to Date and keep it in ascending order.

Sort by options for PDF summary report in Bluebeam Revu

Now, let’s head back to the Output tab, and change Thumbnail: Small to Medium. Make sure Append and Hyperlink to Current PDF is checked, (if the option is greyed out, see our post on how to enable it: https://www.taradigm.com/2019/03/28/what-to-do-if-append-and-hyperlink-to-current-pdf-is-grayed-out-in-bluebeam-revu-2018/ ) and select OK. Depending on the size of the PDF and the amount of markups, generating a summary could take a few minutes, but typically it shouldn’t take more than thirty seconds.

PDF Summary report options for Bluebeam Revu 2018

After the summary is generated it will open in your workspace and will be appended to the end of the PDF (so if the PDF is one page, it will become the second page of the PDF). In the summary, each markup on the PDF will get its own summary of the information in the Markups List, and a thumbnail of the markup as it appears on the PDF. If you click on the thumbnail it will take you to the actual markup, allowing you to quickly navigate the markups on your PDF.

PDF Summary report in Bluebeam Revu

If you have any comments, questions or suggestions, please use the comment section on the bottom of this page, and don’t forget to subscribe to our blog to get more Bluebeam Revu tips & tricks directly in your inbox!

Lauren Hecker is the instructor for the Bluebeam Revu Essentials and Advanced courses. To see her next open enrollment course, please visit our calendar. To schedule an onsite or custom course, please contact us!

10 Comments

  1. Aaron

    I used to love using this feature in the old version of Bluebeam, but since I upgraded the “Append and hyperlink to current pdf” option on the Markups List dialog box is grayed out! So I can only export my markup list as a separate PDF, and if I then bring that into my document, the links don’t work properly. Is there a solution to this that I’m missing? I’m stumped.

    Reply
    • Dylan Harvey

      Hi Aaron,
      I haven’t encountered this issue, let me look into this. Which edition (Standard, CAD or eXtreme) are you using?

      Reply
    • Jack

      I am experiencing the same problem “Append and hyperlink to current pdf” is grayed out!
      I am using Revu x64 CAD 2018.1.

      Reply
      • Dylan Harvey

        Hi Jack,

        I wasn’t able to replicate the issue but I’ve reached out to Bluebeam to see if there’s a fix. I’ll let you know when I hear back from them. If you haven’t already, you should report the issue to Bluebeam Support by going to ‘Help’ on the menu bar, selecting ‘report an issue,’ and agree to send log files (which will help them identify the underlying issue).

        Reply
  2. Jim pomeroy

    I’m working in revue 2016. The most common request I hear from those that read my summaries is to have the markups numbered. Is there a way to add that to the summary list?

    Reply
    • Dylan Harvey

      Hi Jim,

      I don’t believe there is a feature that accomplishes this automatically, however you could create a custom number column and number each markup, and then sort the summary output by the custom number column.
      To do this: in the markups list section select ‘Markups List,’ ‘Columns,’ ‘Manage Columns,’ then select the custom columns tab and select ‘add.’ to simply number each markup, create a custom column that is a ‘number’ type, with the decimal place set to zero and ‘include in totals’ unchecked. Then, when you produce a markup summary, sort it by the custom column.
      Let me know if you have any other questions!

      Reply
  3. Matt

    any further on the grey out drop down list issue?

    Reply

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