Bluebeam Tip: Best Practices for Archiving Projects with Bluebeam Software

June 28, 2024 2 min read

Bluebeam Tip: Best Practices for Archiving Projects with Bluebeam Software

Archiving projects is a crucial step in maintaining a well-organized record of your project lifecycle. Here are some best practices for archiving projects using Bluebeam software:

  • Begin by ensuring all documents are properly named and organized within their respective folders. Consistent naming conventions make it easier to locate files in the future.
  • Utilize the Batch Slip Sheet feature to update your files with the latest revisions, ensuring the archive contains the most current information.
  • Flatten all your markups to prevent any alterations. This can be done by going to the "Markups" list, selecting all markups, right-clicking, and choosing "Flatten Markups".
  • Reduce file size if necessary, especially for large documents, to save storage space. Bluebeam Revu's "Reduce File Size" feature can help streamline this process.
  • Ensure all relevant metadata, such as project name, date, and other identifying information, is included in the document properties.
  • Create a PDF Portfolio if the project consists of multiple files. This allows you to combine different file types into a single, organized PDF.
  • Consider setting security permissions on the archived files to limit editing or unauthorized access. This is particularly important for sensitive or confidential projects.
  • Use Bluebeam Studio Projects to back up your files to the cloud, ensuring an extra layer of data protection and easy accessibility for future reference.
  • Finally, verify the archive by opening it in Bluebeam Revu to check for completeness and readability before considering the archiving process complete.

For professionals looking to purchase or learn more about Bluebeam software, NOVEDGE offers extensive options and resources.

You can find all the Bluebeam products on the NOVEDGE web site at this page.

Also in Design News