After clicking Add Files in the Create Bluebeam Studio Session window from a business process record, the Add Files window will open. The list of files seen here are either from the upper form or from the line items. Files from a hidden tab will not be seen. Select the files you wish to add to the Bluebeam studio session, and when you are done selecting click Add.
The Add Files window contains the following columns:
File Name | The name of the file. |
|---|---|
Title | The title, if any, associated with the file. |
Pub. No. | The publishing number, if applicable, associated with the file. |
Tab Name | The name of the tab if the file is present in a line item attachment. |
Size | The size of the file. |
After inputting the required Session Name and the associated user or users in To, click Create Session.
Note: At any given point in time, a business process record can have only one active Bluebeam studio session.
For a workflow business process record, if you accept the task, initiate a Bluebeam studio session, and then later do an 'Undo Accept Task' action, the session will still remain.
After you create a Bluebeam studio session, the status of the attachment that has been added to the Bluebeam studio session will show Active (under the Bluebeam Session Status column), in the Attachments grid. Additionally, the created session will be displayed in the Bluebeam Studio Sessions log where you can use the gear menu (or right-click) to:
- Open in Bluebeam Revu, or
- Finalize the session