Bluebeam Revu Training

Bluebeam Revu Live, Instructor-led, Virtual Training

Our Bluebeam Revu Basics training sessions will guide your team through the essentials of using Bluebeam Revu which includes learning how to navigate the interface, learning how to manipulate PDFs, and becoming familiar with markup tools. Our Bluebeam Revu Advanced training session introduces more advanced skills such as estimating tools, advanced document management, batch tools, 3D PDFs and more.

Each Bluebeam Revu training session is broken up into several lectures with corresponding hands-on exercises. Our instructors explain and demonstrate Bluebeam Revu using video conferencing software, and have students complete related exercises using their own copy of Bluebeam Revu, or one of our training licenses. There are typically three breaks in these one day sessions.

Self-paced training enrollment is included with every instructor-led Bluebeam training course, so you can review what you learned during the class. 

Looking for certification? Attendees will be awarded a certificate upon completion of training.

What this course covers:

Taught exclusively by Bluebeam Certified Instructors (BCIs), this one-day, instructor-led virtual course promises to shorten your staff’s learning curve and maximize your investment in Revu by:

• Providing hands-on instruction by a Bluebeam Certified Instructor
• Focusing on the foundational skills needed to use Revu to achieve greater productivity
• Enabling your staff to optionally earn the Bluebeam Certified User (BCU) designation (for on-site course only)
• Delivering frequent skills reinforcement through hands-on classroom activities, contextual feedback, quizzing and discussion
• Applying a progressive learning structure where each learning module builds on previous learning objectives
• Equipping learners with takeaway reference material, including practice files and a reference workbook to use beyond the classroom (for on-site course only)

Introduction to Revu

This lesson acts as an introduction to the overall course by covering the basics of Revu as an application. Here, we cover the industries that Revu was created for, the importance of PDFs as an ISO file format, and the two types of data that can be encoded within a PDF: raster data and vector data.

Interface, Navigation and Profiles

In this lesson, we familiarize ourselves with the Revu interface by exploring the Menu Bar, toolbars, and panels. We also cover customizing the interface and creating unique profile configurations that can be shared with other team members. Next, we look at different ways to open PDFs, including using the File menu and the File Access panel. Lastly, we cover how to navigate open PDFs in Revu using the Zoom and Pan tools, and how to view multiple PDFs simultaneously using Multiview. 

The Markup Tools

This lesson will focus on using Revu’s standard digital markups and adjust their visual appearances. Here, we will cover how to access the markup menu and place each of the text, pen, line, shape, and image markup tools. Then, we will cover customizing markups by adjusting the visual appearance and subject of the placed markups using the Properties toolbar and the Properties panel.

Revu Stamps

In the AEC industry, stamps are used to communicate information about milestones pertaining to a document or process – such as REVIEWED, REJECTED, and APPROVED. In this lesson, we cover how to apply default stamp markups individually or to all pages of a PDF within Bluebeam Revu.

The Tool Chest

Revu’s Tool Chest allows you to store customized markups for reuse on other drawings. In this lesson, we explore the Tool Chest panel by navigating through the default Recent Tools and My Tools tool set. Here, we will look at different ways to add markups to toolsets and how to adjust between Properties mode and Drawing mode for each tool. Then, we look at creating custom tool sets with specific tools that can be exported and shared with other team members.

The Markups List

In Revu, the Markups List automatically tracks all of the markups placed on the PDF, along with the information associated with them. This lesson focuses on using the Markups List panel to organize, sort and filter markup data, set markup statuses, create custom markup columns, and export markup data to a CSV or PDF summary report.

PDF Creation

In this lesson, we look at several different methods of creating new PDFs within Bluebeam Revu. Using the File menu, we focus on creating new blank PDFs, new PDFs from a premade template, and saving customized PDFs as templates that can be accessed at any time. Here, we also cover how to use the Bluebeam PDF print driver, which allows you to turn any document type into a PDF.

Document Management & Setup

In this lesson, we start by diving into the Thumbnails panel to perform a variety of page-editing options, such as inserting, deleting, and extracting pages into the open PDF. Next, we look at the Search panel and cover how to run both text and visual searches to search data within the open PDF. Lastly, we cover how to email PDFs out directly from within Revu and how to export PDFs to a variety of other file types and applications, such as Microsoft Word and Microsoft Excel.

Introduction to Studio

Bluebeam Studio is Revu’s integrated, cloud-based collaboration solution. In this lesson, we focus on the basics of Bluebeam Studio, including uses, costs, and participation and file limits for both Studio Projects and Studio Session. This lesson finishes up by covering how to create a new Studio account and log in to the Studio panel to prepare for the following two lessons.

Studio Sessions

This lesson focuses solely on Studio Sessions, Bluebeam’s collaboration solution that allows multiple attendees to markup the same PDF documents simultaneously. Starting with setting up a new session, this lesson covers live session participation, where users can markup and collaborate within a single PDF. After, we look at creating custom Record Reports and the differences between leaving and finishing a Session.

Studio Projects

This lesson focuses on Studio Projects, which is Bluebeam Studio’s document management system that allows you to store and access all project files – regardless of file type and size. Starting with creating a new Studio Project, we will cover uploading files and folders, inviting attendees, and setting permissions. Then, we look at how to work with documents in Studio Projects by checking in and checking out documents. Finally, we look at viewing revision history to see all historical versions of the document and restore them, if needed.

Additional Resources

To finish up this training course, this lesson focuses on where attendees can view and download additional Revu resources, such as training videos, downloadable tool sets and profiles, and the Revu help guide. Here, we also cover how to become a Bluebeam Certified User (BCU), which all attendees of this course will be eligible for by simply taking an online exam.

Virtual Instructor-led Training: Revu Advanced: $599

Duration: 8 hours

Bluebeam Revu: Advanced teaches you and your staff advanced features and workflows in Bluebeam’s award-winning software, Revu. This full-day training course provides you and your staff with advanced knowledge and skills such as estimating tools, advanced document management, batch tools, 3D PDFs and more  using Bluebeam Revu eXtreme 2018, 2019, & 20.

Requirements: A laptop or desktop PC and mouse, Bluebeam Revu eXtreme 2018, 2019, 20, or 21 installed. Revu 21 users must have the Complete license type.
Pre-requisites: A working knowledge of the use of personal computers, experience using Bluebeam Revu (our Revu Essentials course is a recommended prerequisite)
Who Should Attend: Field and office professionals in the Architecture, Engineering and Construction (AEC) industry

Attendees will recieve a certificate upon completion of training

Revu: Advanced available on-site | All courses taught by a Bluebeam Certified Instructor

What this course covers:

Taught exclusively by Bluebeam Certified Instructors (BCIs), this one-day, instructor-led virtual course promises to shorten your staff’s learning curve and maximize your investment in Revu by:

• Providing hands-on instruction by a Bluebeam Certified Instructor
• Focusing on the advanced skills needed to use Revu to achieve greater productivity
• Delivering frequent skills reinforcement through hands-on classroom activities, contextual feedback, quizzing and discussion
• Applying a progressive learning structure where each learning module builds on previous learning objectives
• Equipping learners with takeaway reference material, including practice files.

Creating Dynamic Stamps

This lesson focuses on how to create custom stamp markups for items that may need to be reused – such as your company’s logo or your signature. Additionally, we look at how to add dynamic text to create stamps that will fill in with current information, such as the date and time that the stamp was placed.

Measurement Tools & Estimation

This lesson focuses on using Revu’s measurement markup tools to perform quantity and takeoff and estimation. Starting with calibration, we go over how to set a scale and create viewports to ensure that measurements are accurate. We also look at how to access, place, and adjust the properties of each of the measurement tools, including Area, Count and Dynamic Fill. Then we return to the Markups List and cover how to create custom Formula columns that allows you to automatically track material costs for the project.

Advanced Markup Tools

This lesson focuses on how to access and use a variety of tools that can be applied to markups, including:

• Flattening Markups
  This section looks at how to flatten markups, which moves the markup from the annotations layer to the content layer and prevents them from being edited further. Then we look at flattening all markups simultaneously, flattening individual markups, and unflatten markups if needed.
• Hyperlinks
  This section focuses on adding hyperlinks to the PDF to allow for faster navigation. We explore the Links panel, adding hyperlinks to markups using the Edit Action tool, adding hyperlinks to the underlying PDF content using the Add Hyperlink tool, and creating and using Places.
• Groups
  Grouping markups together allows you to manipulate multiple markups as if they were one single markup. In this section, we look at how to group markups together, create nested groups, and ungroup markups as needed.
• Sequences
  In this section, we go over creating sequences, which are markups that feature a text element that will increase in value each time the tool is placed. Then we look at how to create custom sequence tools from tools within the Tool Chest.
• Legends
  Markup legends give you a quick visualization of the markups and takeoffs on a drawing. In this section, we cover how to create a new legend from markups on the drawing, create a new legend from tools in a Tool Set, adding markups to existing legends, and customizing legend appearance.

Drawing Management

This lesson focuses on different methods for managing the pages and markups within the PDF document, including:

• Layers
  PDF layers act as a way of organizing the content and markups within a document. In this section, we focus on the Layers panel and look at how to create new blank layers, adding markups to layers, adding layers from another PDF page, and creating layer configurations to quickly switch between layer views.
• Comparisons
  This section covers two methods of comparing original documents with their revisions: Compare Documents and Overlay Pages. Here, we look at how to use the Compare Documents tool to mark changes with cloud markups, the Overlay Pages tool to mark changes with separate layers, and Align Points to compare two documents of different sizes.
• Bookmarks
  This section will focus on the Bookmarks panel, which allows you to create links to quickly jump from one page to another. Here, we will look at adding bookmarks manually, creating bookmarks automatically, auditing bookmarks to ensure that links are still active, and exporting bookmarks to a summary. 
• Sets
  Sets allows users to open a collection of documents in a single view with the pages organized in a specified sorted order, including any revisions. In this section, we cover using the Sets panel to create new sets, updating set documents, publishing a set, adding unique drawing tags, and publishing drawing logs.

PDF Editing & Redaction

This lesson covers using Revu’s text editing and reviewing features to make last minute changes to PDF content. First, we look at the PDF Content menu to edit, cut, and erase underlying PDF text and images. Then, we look at the Redaction tools, which allow you to redact text and images, adjust the redaction appearance properties with overlay text, and apply redactions to remove metadata from the PDF.

Batch Tools

Bluebeam Revu eXtreme features a variety of batch tools that allows you to apply multiple functions to multiple PDFs at once. In this lesson, we cover how to use Batch Slip Sheet to quickly slip sheet sets of documents, Batch Link to quickly create hyperlinks based on file names or page labels, and Batch Compare & Overlay to compare multiple documents simultaneously.

PDF Execution

This lesson looks at different ways that your PDF document’s setting can be adjusted, including:

• PDF Security
  This section will focus on adding security settings for your PDF by requiring a password to open or edit the document and adjusting the encryption settings. Once created, we will also cover creating a Security Preset to automatically apply the same settings to other documents. 
• Reduce File Sizes
  This section looks at using the Reduce File Sizes tool to minimize the size of raster documents. Here, we look at both the preset reduction settings and creating custom reduction settings.
• Repair PDFs
  Sometimes PDFs will suffer from display issues, especially if it was created from a separate source application. In this lesson, we look at using the Repair PDFs tool to repair a variety of common issues, such as wipeouts, text masks, and excessive clipping paths.

Digital Signatures & Forms

This lesson starts by covering the basics of working with digital signatures in Revu, including creating a custom digital ID, adjusting signature appearances, and digitally signing and certifying PDF documents. Then, we focus on the Optical Character Recognition (OCR) tool, which allows you to translate scanned text into searchable data.  Finally, we go over Form Creation by creating form fields automatically or adding them manually.

Quantity Link

Quantity link lets you seamlessly link measurement totals from PDFs to Excel templates for streamlined bid calculations using your own predefined formulas and formats. In this lesson, we cover how to create new quantity links in Excel to track measurement data from within the PDF document. Once created, we cover how to edit quantity links and switch the source file to allow the link to track a different PDF document.

3D PDFs

In this module, we will cover how to open and manipulate 3D PDFs within Bluebeam Revu. Using the 3D Hover Bar and the 3D Model Tree, we look at how to manipulate 3D PDF data by adjusting views and transforming selected parts. Then, we cover how to add markups to a 3D document that can be anchored to a 2D view. Lastly, we look at how to add 3D content to existing 2D PDFs to allow for a quick transition between PDF types.