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.
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.
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.
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.
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.
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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!