Creating and Viewing Bluebeam Studio Session in Document Manager

You can initiate a Bluebeam studio session for files that are stored in Unifier's Document Manager. The steps to create the review session will be the same for both Company Documents and project Documents.

Notes:

When a Bluebeam session with files is created in Unifier, these files can also be viewed in Bluebeam Revu as they are associated with a Bluebeam Project. Ensure that you do not delete the project in Bluebeam Revu or Bluebeam portal as this will cause the session to fail in Unifier. Unifier will not be able to return the markup documents if the project is deleted.
Bluebeam sessions created in Unifier should be finalized only in Unifier and not in Bluebeam Revu. The "Received" files, that is, the markup documents, will be available only if the corresponding session is finalized from Unifier.

To create a Bluebeam studio session in the Company Documents or Documents sub-node:

Click the Company Workspace tab or project or shell tab, User mode.
Click the Document Manager to expand.
Click Company Documents or Documents.
There are two methods to initiate a Bluebeam studio session in Company Documents or Documents:
- To initiate a review session for a single file, click the gear menu (  ) or right click a document to send for review and select Initiate Bluebeam Studio Session.
- To initiate a review session for multiple files, click the tool bar option  .
Upon creation, login into your Bluebeam account. Note, you must use the same Bluebeam account going forward.
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.

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Last Published Monday, October 2, 2023

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