Bluebeam Tip: Deploy and Manage Bluebeam Tool Sets (.btx)

Quickly standardize your team’s markups by importing and exporting Bluebeam Revu Tool Sets (.btx). Here’s how to share, deploy, and maintain them with confidence.

• Export a Tool Set
  • Open the Tool Chest panel (View > Panels > Tool Chest).
  • Select the tool set name, then right‑click > Export (or use the panel’s gear icon > Manage Tool Sets > Export).
  • Save as a .btx file. Use a clear convention, e.g., Company_Trade_V1_2025-01-15.btx.
  • Share the .btx via your standard distribution channel or host it where users have read access (e.g., a shared drive or cloud folder).
• Import a Tool Set
  • Tool Chest panel > gear icon > Manage Tool Sets > Import.
  • Select the .btx and confirm it appears in the Tool Chest list; enable “Display” (or equivalent) so it shows in the panel.
  • Optionally add to your Profile so it loads automatically across sessions and machines that use the same Profile.
• Team Deployment Tips
  • Create a “Master” read‑only Tool Set on a network or cloud location. When updates are published, export a new .btx and increment the version.
  • Bundle Tool Sets inside a shared Profile export to roll out standards in one step.
  • Use naming and icons that match your disciplines and CSI divisions. Keep counts, measurements, and statuses preconfigured to reduce clicks.
  • Document update notes in a simple CHANGELOG.txt stored alongside the .btx so teams know what changed.
  • Test imports in a sandbox Profile before organization‑wide rollout.
• Troubleshooting
  • If a Tool Set doesn’t appear, reopen the profile or toggle its Display checkbox in Manage Tool Sets.
  • For mixed Revu versions, re‑export from the newest authoring workstation and re‑import on target machines.

Need help designing standard Tool Sets or deploying Profiles at scale? Explore Bluebeam solutions with NOVEDGE or connect with the NOVEDGE team for licensing and training guidance.

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