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Setting up Markups and Comments in Bluebeam

To set up Markups and Comments in Bluebeam

1. Sign into Unifier.
2. Click the Company Workspace tab (Admin mode).
3. From the left Navigator, click the Integration node.
4. Click the Bluebeam sub-node.
5. In the Comments tab, select the Enable creation of Line Items from Comments of the Review Session check box. When this option is selected, line items will be created in the business process records that have the fields to capture Bluebeam Review comments. Line Items can only be created after the Bluebeam Attributes are mapped to Unifier Data Elements. Upon selecting the Enable creation of Line Items from Comments of the Review Session check box, the Attribute Mapping block and the Condition setup block appear.
6. To map attributes:
   1. Click Add.
   2. In the Bluebeam Attribute column, enter the name of the Bluebeam attribute from Bluebeam Revu
   3. In the Bluebeam Attribute Sub-Type column, select the subtype from the dropdown menu.
   4. In the Unifier Data Element column, select the data element from the dropdown menu.
7. To add a condition:
   1. Type an attribute into the Bluebeam Attribute field.
   2. Next, select equals or does not equal from the dropdown menu in the middle column.
   3. Enter a comment in the Value field.
8. Click Save.

Tip:

Line items can only be populated with attributes that are present in the Bluebeam markup list. To determine the attribute name, you can try a few sample runs in staging.

• Create a Bluebeam session in Unifier with a PDF.
• Review using Bluebeam Revu with all possible markups.
• Once the session owner finalizes the session, the markup files are available in the Received Files tab. You can download the file by selecting the Gear icon and choosing the Download JSON File option.

The attributes in JSON are as obtained from Bluebeam and can be used a reference for the Bluebeam attributes in the Comments tab.

View and Configure Permissions

Users with Configure permissions can:

• Edit the Comments tab
• Edit the Unifier Data Element column
• Add new rows in the grid
• Delete newly added rows

Users with View permission can view the page but cannot make any changes.

To edit Configure and View permissions:

1. Navigate to Access Control > Integration > Bluebeam
2. To Add User permissions:
   1. Click Add. The Permissions Setting window opens.
   2. Click Add Users/Groups. The User/Group Picker window opens.
   3. Select Users or Groups and click Add.
   4. Click OK.
   5. In the Permissions Setting window, check the box next to Configure or View.
      • Users with Configure permissions can edit the Comments tab, edit the Unifier Data Element column, add new rows in the grid, and delete newly added rows.
      • Users with View permission can view the page but cannot make any changes.
3. To Modify User permissions:
   1. Check the box next to the user you want to modify.
   2. Click Modify. The Permissions Setting window opens.
   3. In the Permissions Setting window, check the box next to Configure or View.
4. To Remove User permissions:
   1. Check the box next to the user you want to modify.
   2. Click Remove.

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Last Published Tuesday, December 12, 2023