Creating and Viewing a Bluebeam Studio Session in a Business Process Record

You can review all the attachments in a business process record using Bluebeam Studio Session.

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 a business process of workflow and non-workflow type

Open the BP record containing the attachments that need to be reviewed.
In the upper-right corner 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, log on to 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.
To add additional files, click Add Files.

Last Published Tuesday, December 12, 2023