Finalizing a Bluebeam Studio Session
If you are the creator of the Bluebeam Studio session or if you have the Full Control permission, you can finalize an Active session after the review is complete. After a session is finalized, the files that are part of the session will be sent back to Unifier and can be viewed in the Received Files tab.
To finalize a session:
- Go to the Company Workspace tab or project/shell tab and switch to User mode.
- In the left Navigator, select Document Manager, and then select Bluebeam Studio Sessions.
- In the Bluebeam Studio Sessions log, locate the applicable session, click the gear menu (
) or right-click the session, and select one of the following:- Finalize: To close the review and markup session and bring the reviewed files and comments into Unifier for subsequent action, select this option.
- Finalize and Revise Original File: This option is only available for Bluebeam Studio sessions created from within a BP record. To close the review and markup session, bring the reviewed files and comments into Unifier for subsequent action, and replace the original file with the revised one, select this option. If the session involves multiple files, all files are updated. If a session has been finalized without replacing the original file (or files), you can replace the original file with the revised one later. For more information, see Replacing the Original File with a Revised File.
Note: You can only use the Finalize and Revise Original File option or the Revise Original File option (explained later) once per file or session.
- Get Session Status: To view the status of the session, select this option.
If you select one of the Finalize options, the status of the session and all associated documents changes from Active to Finalized (under the Bluebeam Session Status column).
For Bluebeam sessions initiated in the Documents sub-node of the Document Manager node, and by way of the Bluebeam Studio Session node, you can download the sent and received files if you have "Download" access to the files used to create session.
For Bluebeam sessions initiated in a Business Process record, you will have "Download" access only if you have one of the following:
- You have at least the View permission for the Business Process record.
- You are a part of the Business Process workflow (as an assignee). In this scenario, the Business Process record is a Workflow Business Process.
See Also
In This Section
Last Published Wednesday, April 9, 2025