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Setting Up Markups and Comments in Bluebeam

To set up Markups and Comments in Bluebeam:

1. Sign into Unifier.
2. Go to the Company Workspace tab and switch to Admin mode.
3. In the left Navigator, select Integrations, and then select Bluebeam.
4. 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. After selecting this option, the Attribute Mapping block and the Bluebeam Attribute setup blocks appear.

5. 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 menu.
   4. In the Unifier Data Element column, select the data element from the menu.
6. To add a condition:
   1. Type an attribute into the Bluebeam Attribute field.
   2. From the menu in the middle column, select equals or does not equal.
   3. Enter a comment in the Value field.
7. 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.
• After 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 menu ( ) 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. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, select User Administration, and then select Access Control.
3. Expand the Administration Mode Access node, expand Integrations, and select Bluebeam.

   The Module Permission Settings dialog box appears.

4. To add user permissions:
   1. Click Add.
   2. In the Permissions/Access Control dialog box, click Add Users/Groups.
   3. In the User/Group Picker dialog box, select users or groups and click Add.
   4. Click OK.
   5. In the Permissions/Access Control dialog box, select the Configure or View options.
      • 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.
   6. Click OK.
5. To modify user permissions:
   1. Check the box next to the user you want to modify, and click Modify.
   2. In the Permissions/Access Control dialog box, select the Configure or View options.
   3. Click OK.
6. To remove user permissions:
   1. Check the box next to the user you want to modify, and click Remove.
   2. Click OK.

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Last Published Wednesday, April 9, 2025