You can review all the attachments in a business process record using Bluebeam Studio Session.
To create a Bluebeam studio session in a business process of workflow and non-workflow type:
- Open the BP record containing the attachments that need to be reviewed.
On the top-right of the screen, click the Menu drop-down (three horizontal lines icon), navigate to Review, and click Bluebeam Studio Session Review.
Note: A Bluebeam studio session can be created only when the record is in Edit mode. The option to create a session will not be available in the Creation step. You can initiate a review session for Terminal records with an Action form in the End step.
- Upon creation, login into your Bluebeam account.
- If it is the first time, you will be prompted to grant access to your Studio data by clicking Allow.
- Create Bluebeam Studio Session will open.
- Additional files may be added by clicking Add Files.