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.

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.

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.

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

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

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.

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.

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.

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

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.

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.

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