Bluebeam Tip: Creating Dynamic Fillable Forms with Bluebeam Revu: Tips for Improved Document Workflow Efficiency

June 16, 2024 1 min read

Bluebeam Tip: Creating Dynamic Fillable Forms with Bluebeam Revu: Tips for Improved Document Workflow Efficiency

Efficiently creating dynamic fillable forms in Bluebeam Revu can greatly enhance your document workflows, allowing for easy data collection and streamlined processes. Here are some tips to get you started:

  • Use the Form Tools: Access the Form menu to utilize various tools such as Text Box, Checkbox, Radio Button, List Box, and more, which can be easily added to your PDF.
  • Alignment and Size: Ensure that your form fields are aligned and consistently sized for a professional look. Select multiple fields and right-click to access alignment and size options.
  • Properties Tab: Customize the appearance and functionality of each field through the Properties tab. Adjust colors, fonts, and set properties like required fields or read-only.
  • Export and Import Data: Bluebeam Revu allows you to export form data into a spreadsheet for analysis or import data into a form to automate filling out common fields.
  • JavaScript: For more advanced customization, you can utilize JavaScript in form fields for calculations and validations.
  • Save as Template: Once you’ve created a form, save it as a template for future use to avoid recreating the same form multiple times.

Remember, a well-designed form not only saves time but also ensures data consistency and accuracy. Explore NOVEDGE’s offerings (https://novedge.com/collections/bluebeam) to get the latest version of Bluebeam Revu, which will help you create powerful digital forms with ease.



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







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