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:

Go to the Company Workspace or project/shell tab and switch to User mode.
In the left Navigator, select Document Manager, and then select 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 .
Upon creation, log in to your Bluebeam account.
Note: You must use the same Bluebeam account going forward.
If this is the first time that you are logging on, click Allow when you are prompted to grant access to your Studio data.
Create Bluebeam Studio Session will open.

Additional files may be added by clicking Add Files. If virus scan is enabled in your environment, the files are checked and an appropriate alert message displays. Infected files and files with pending scans cannot be downloaded in Bluebeam.

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Last Published Wednesday, April 9, 2025