Bluebeam Revu comes stocked with several default templates, including ones for RFIs and invoices, but you can also create and import your own custom templates in a few easy steps. In the following examples, I am using the 64x Bluebeam Revu eXtreme edition on Windows 10.

I’ll start by creating a simple custom invoice template to demonstrate. First select file from the menu bar and select New PDF. Choose the appropriate size and settings and select OK.

Create a new PDF in Bluebeam Revu 2019

It is easier to arrange and line up elements on the page by turning on a grid, and ‘snap to grid,’ which you can do by selecting View, Show Grid, and Snap to Grid.

Show grid and Snap to grid in Bluebeam Revu 2019

I’ll add a box to the page using the box tool on the toolbar, and use the grid to center it on the page.

Rectangle markup tool used on grid in Bluebeam Revu 2019

I’ll use the line tool from the toolbar to add a title row, and several columns.

Line tool used on grid in Bluebeam Revu 2019

I’ll add the titles for each column using the text box tool from the tool bar.

Text box used to create template in Bluebeam Revu 2019

Now, I’ll also add some more text to the top and bottom of the page, using the style button on the toolbar to adjust the line height, and the font color tool to change the font color of the text from red, to grey.

Text box tool used to create header and footer for template in Bluebeam Revu 2019

I’ll add our logo to the top right of the page using the image tool on the toolbar, and locating the file in Windows File Explorer.

Add logo to PDF template in Bluebeam Revu 2019

Finally, I’ll flatten the PDF by selecting Document from the menu bar, selecting Flatten, and in the dialogue box make sure that ‘Flatten: All Markups’ is checked and select Flatten. You can see the final result by turning off the grid.

Flatten all markups in Bluebeam Revu 2019

To turn this PDF into a template to use when creating new documents, first save the file.

Save As PDF in Bluebeam Revu 2019

Then, select File from the menu bar, mouse over ‘New PDF from Template’ and select Import template. Alternatively, you can save a file directly as a template by selecting ‘Save as Template,’ which will save you an extra step. If you are importing use Windows File Explorer to locate and open the file.

Import template to create new PDF in Bluebeam Revu

Now you can create a new document using the custom template by selecting File, New PDF from Template, and selecting the template which will be added to the list of available options.

Open new PDF from template in Bluebeam Revu 2019

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