Bluebeam Tip: Mastering Bluebeam's Flatten Tool for Secure and Finalized PDFs

November 06, 2024 1 min read

Bluebeam Tip: Mastering Bluebeam's Flatten Tool for Secure and Finalized PDFs

In Bluebeam, the Flatten Tool is an essential feature for finalizing and securing your PDFs, especially before sharing or archiving documents. By flattening a PDF, you ensure that all markups become part of the document content, preventing accidental edits. Here’s how you can effectively use the Flatten Tool:

  • Accessing the Flatten Tool: Navigate to the Document menu and select Flatten. You can also use the keyboard shortcut Ctrl + Shift + M for quick access.
  • Customizing Flattening Options: Before flattening, choose which annotations or markups to flatten. This can include text, lines, clouds, or any specific annotations you want to lock in place.
  • Preserving Markup Data: Opt to preserve markup data for future use if needed. This allows you to unflatten the document, retaining original markup information.
  • Batch Flattening: For projects involving multiple documents, batch flattening can save significant time. Use the Batch Tools under the File menu to apply flattening to multiple PDFs simultaneously.
  • Enhancing Document Security: Flattening also enhances document security, making it ideal for sensitive documents shared with external partners. Once flattened, markups are not editable, reducing the risk of unauthorized changes.

Using the Flatten Tool efficiently helps maintain the integrity and security of your documents. For more tips on enhancing your workflow with Bluebeam, visit NOVEDGE.

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







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