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Bluebeam Tip: Create and Deploy Custom Tool Chest Symbols in Bluebeam

December 17, 2025 2 min read

Today’s tip: create and deploy custom symbols in the Tool Chest to standardize markups and accelerate reviews.

Design your symbol
- Combine markups (text, shapes, lines, arrows); align and distribute for precision.
- Set a clear Subject in Properties—this drives Legends, filtering, and reporting.
- Group the elements (Ctrl+G) so they move and scale as one.
Save it to the Tool Chest
- Right‑click the grouped markup > Add to Tool Chest > choose a Tool Set.
- Right‑click the new tool in the Tool Chest to Rename for clarity and consistency.
- Toggle mode:
  - Drawing Mode: places the symbol at the saved size/look.
  - Properties Mode: keeps properties but lets you draw/rescale on place.
Make it smart
- Use the Sequence workflow to auto-number symbol placements (ideal for details, notes, and punch items).
- Assign a default Layer so symbols stay organized and can be shown/hidden quickly.
- Add Actions (hyperlinks) to jump to specs, RFIs, or web pages directly from the symbol.
Deploy to teams
- Revu > Manage Tool Sets > New to create a project/discipline-specific set.
- Export the Tool Set (.btx) and share; mark Read‑only to enforce standards.
- Host in a Studio Project or a network location for centralized updates.
Use at scale
- Visual Search > Apply Markup to place your symbol across matching details in seconds.
- Insert a Legend to auto-list symbol usage by Subject, Color, and Page.
- Flatten before issuing to preserve intent and prevent accidental edits.

Governance tips

Color-code by discipline; lock critical symbols after placement.
Version your Tool Set (v1.0, v1.1) and document changes in the set description.
Create keyboard shortcuts for frequently used custom tools to reduce clicks.

Need licensing, deployment advice, or team training? Explore Bluebeam solutions at NOVEDGE, or connect with the experts at NOVEDGE Support for tailored recommendations.

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