In Bluebeam Revu, the Tool Chest allows you to store and save customized markups for reuse. Oftentimes, Revu users may need to customize markups to work with specific projects – such as measurement markups that represent different flooring materials or color coded punch key symbols. By adding these customized markups to the tool chest, users can quickly access them during another session without having to manually customize them each time. The Tool Chest can help with both efficiency and organization, allowing you to find the exact tools you need and markup documents with ease.
In this article, we will look at how to use the Tool Chest to create and share a set of custom tools in Bluebeam Revu.
BASICS OF THE TOOL CHEST
The Tool Chest panel can be accessed from the panel access bar. The panel’s location may differ depending on the profile you’re using, but in the default profile it is on the left side of the Revu interface.
The Tool Chest panel will display a variety of default tool sets, including My Tools and Recent Tools. The tool sets that appear here will be determined by the profile you’re in, and these tool sets can be customized by showing or hiding them and creating ones. Each tool set will feature a variety of customized tools – for example, the Recent Tools tool set will display each tool placed most recently.
To reuse a tool from a tool set, select the tool icon. The selected tool with the same visual properties will automatically be docked onto the cursor for reuse.
Each profile will feature a different group of tool sets, but every profile will feature a Recent Tools and a My Tools tool set.
The Recent Tools tool set will track each markup placed on the PDF most recently. The Recent Tools tool set will clear out at the end of each Bluebeam session – if you want to save any of these tools for use later on, you will want to save them to a different tool set.
The My Tools tool set is meant to be used for your most commonly used tools. By default, this tool set will be prepopulated with tools that most users need to use, such as the text box and highlight tool. Each tool within My Tools features a keyboard shortcut above it that can be used to quickly access the needed tool.
The remaining tool sets within the Tool Chest will be determined by the profile you’re using. The Quantity Takeoff profile will feature a variety of different measurement tool sets, whereas the Field Issues profile will feature tool sets full of punch walkthrough symbols.
You can customize the Tool Chest for whichever profile you’re using by creating new, custom tool sets.
CREATING A CUSTOM BLUEBEAM TOOL SET
When working on specific projects with multiple project teams, it’s often useful to create a custom tool set with a standardized set of tools. You can create a new Bluebeam tool set by selecting Tool Chest > Manage Tool Sets.
In the Manage Tool Sets window, select the Add button.
In the Add Tool Set window, you can create and set up your new tool set. First, under Title, enter a name for the created tool set. Next, under Options, you can choose from the following settings:
Checking Display will cause the tool set to automatically display in the Tool Chest. If this was unchecked, the tool set would not automatically display and would need to be manually turned on from the Manage Tool Sets window.
Show in All Profiles
Checking Show in All Profiles will cause this tool set to appear in all profiles within Revu. By default, this option will be checked off, as profiles are generally created to meet certain workflow needs. If unchecked, the created tool set will only display within the current profile you’re using
Checking Relative Path will allow the location of the tool set on your local drive to be relative to the location of the current profile. Generally, there is no harm in keeping this option selected.
Once a tool set’s name and options have been set, select OK and exit out of the Manage Tool Sets window.
The new, blank tool set will appear within the Tool Chest panel. You can now customize this tool set by adding tools to it.
ADDING TOOLS TO A BLUEBEAM TOOL SET
There are two ways to add a markup to a tool set, depending on whether or not it’s already within a tool set.
If the desired tool is already within a tool set, you can add it to a different tool set by simply dragging and dropping. Select, hold, and drag the tool icon from one tool set to another. This won’t remove the tool from the first tool set – it will simply create a copy of it within the other tool set.
If the desired tool isn’t available within a tool set, first add the desired markup to an open PDF. Then, customize the markup’s visual appearance and subject properties as needed. Once added, right click on the markup and select Add to Tool Set and select a tool set to place it into.
The tool will automatically be added to the selected tool set.
EXPORTING & SHARING CUSTOM TOOL SETS
With the tool set created and customized tools added, you can now export the tool set to share it with others. When working with project teams, this can be especially useful to ensure that everyone is using the same, standardized tools.
To export the tool set, select the context gear next to the selected tool set and select Export.
You will be prompted to save the tool set before exporting – select Save to continue.
The Windows Explorer will open, allowing you to save the Bluebeam tool set to your local drive. The tool set will be saved as a .btx file, and can be shared via email, network, or cloud file sharing system. All your recipient will have to do is double click on the file and the tool set will automatically activate within their Bluebeam Revu application.
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Lauren Hecker is a Bluebeam Certified Instructor and teaches Onsite Bluebeam Certified Courses, virtual Bluebeam Basics and Advanced courses, and custom onsite or virtual courses. To see her next open enrollment course, please visit our calendar. To schedule an onsite or custom course, please contact us!