Bluebeam Tip: Audit-Ready Revision Workflows in Bluebeam Revu

Clear revision histories in Bluebeam Revu turn reviews into reliable audit trails that stand up to client, internal, and regulatory scrutiny.

• Standardize statuses and colors:
  • Open Markups List > Status > Manage Status. Create states like For Review, Revise, Approved, Issued.
  • Assign clear colors to each state and enable color-by-status so markups visually tell the story at a glance.
• Capture the “Rev” data consistently:
  • Add a custom column in the Markups List (Number or Choice) named Revision. Use A/B/C or 0/1/2 across the team.
  • Group or sort by Revision to generate instant, per-rev summaries.
• Use purpose-built tools for revision callouts:
  • Create a Sequence tool (Tool Chest) for revision clouds labeled Rev-1, Rev-2, etc., and lock in font, color, and subject.
  • Save to a shared Tool Set so everyone marks up identically.
• Preserve context:
  • Use Reply to thread discussions on a single markup and Capture to attach photos or snapshots.
  • Add hyperlinks in the Properties panel to RFIs, specs, or details. Keep your source docs on a shared path or DMS.
• Run compare workflows, then document the delta:
  • Use Compare Documents or Overlay Pages to spot changes fast; convert findings into standardized markups.
• Slip Sheet without losing history:
  • Batch Slip Sheet to replace sheets, match by page labels, and carry markups forward—statuses and metadata intact.
• Export audit-ready reports:
  • From Markups List, generate PDF or CSV summaries with thumbnails, filters, and grouping by Page then Revision.
  • Flatten only at milestones to lock approved revisions; keep live markups during active review.

Need licenses, training, or deployment help? Explore Bluebeam Revu at NOVEDGE or contact NOVEDGE for expert guidance on building company-wide revision standards.

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