Bluebeam Tip: Mastering Document Sets for Enhanced Collaboration in Bluebeam Revu

March 29, 2025 2 min read

Bluebeam Tip: Mastering Document Sets for Enhanced Collaboration in Bluebeam Revu

Efficiently managing document sets is crucial for seamless collaboration in Bluebeam Revu. The Sets feature allows you to handle multiple documents as a single unit without merging them into one file, making it easier to organize and collaborate on complex projects.

Benefits of Using Document Sets:

  • Organized View: Keep individual sheets separate but view them collectively.
  • Automatic Updates: Replace revised sheets automatically while maintaining hyperlinks and markups.
  • Efficient Navigation: Navigate through large sets with ease using categories and filters.

Steps to Create and Manage Sets:

  1. Open Bluebeam Revu and go to the File menu.
  2. Select Sets > New Set to create a new document set.
  3. In the Manage Sets dialog box, click Add to include files or folders.
  4. Choose the files you want to add and set any desired filters.
  5. Click OK to finalize your set.

Collaboration Tips:

  • Use Categories: Define categories (e.g., Architectural, Structural) to organize sheets within the set.
  • Update Revisions: When a sheet is revised, add it to the set; Revu will replace the old version automatically.
  • Distribute Sets via Bluebeam Studio: Share your set through Bluebeam Studio Projects for real-time collaboration.
  • Leverage Tags and Filters: Use tags to label sheets and filters to display only what you need.

By mastering document sets, you enhance team efficiency and ensure everyone works with the most current information. For further assistance and professional-grade tools, explore NOVEDGE's Bluebeam offerings.

Implementing these practices in your workflow will lead to better organization and more effective collaboration on all your Bluebeam Revu projects.



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







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