5 Easy Bluebeam Workflows You Should Learn, Part 1

Whether you’re a master at using Bluebeam’s array of PDF tools or a beginner who’s just getting started, you’re likely creating new workflows now that you have power of paperless documentation and online collaboration. In this two-part blog series, we’re sharing five standard workflows that all Bluebeam users should add to their arsenal. In this post, we share three of those workflows.

Bluebeam Workflows from U.S. CAD

Workflow #1: Creating and Responding to RFIs.

See something strange on one of your plans? Simply create an RFI by using markups, the RFI Template, and Snapshot. Then save the RFI and email it directly from within Revu to your team. Your team members will be able to respond within your form and use the Toolchest to sign and date the document. They can even use the 3D Editor to insert, rotate, and annotate a 3D file of the model. Then, simply link the completed, stamped RFI to your digital drawing. With this workflow, you can create, hyperlink, and manage thousands of RFIs in your digital drawings with ease.

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Workflow #2: Performing Measurements and Estimations.

To take accurate measurements, you first need to calibrate your drawings. That’s easy with tools like Calibrate and Length to test your calibration accuracy. Then, simply use the Area tool to get the area calculation for a room, edit the annotation properties, and save that custom tool for reuse in your Toolchest. With your full list of measurements, you can now assign material costs and even customize subtotal formulas. Once you have that information built out, you can select different material options to see automatically-calculated subtotals. Finally, a summary of all your measurement and estimation data can be exported to create reports and reviews of summary items.

Workflow #3: Generate Submittals and Create an Index.

Similar to RFIs, Submittals are simple to create, approve, and manage in Bluebeam Revu. You can easily send Submittals to your team straight from within Revu, and Dynamic Stamps make approvals a breeze. Lastly, create an index of your submittals that can be hyperlinked to any of the documents.

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Check out Part 2 of this blog series, where we highlight collaboration workflows in Bluebeam Revu!

Looking for more Bluebeam tips and tricks? Check out Work Faster in PDFs with these 5 Bluebeam Tips and Tricks and register for our March 21st sneak peek webinar at What’s New in Bluebeam Revu 2017!

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Choose from any of the three versions of Bluebeam Revu: Standard, CAD, or eXtreme, courtesy of U.S. CAD.

What are your favorite workflows in Bluebeam? Share your faves in the comments!

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