Bluebeam Tip: Maximize Workflow Efficiency with Bluebeam Revu Document Flattening Options

Understanding and effectively using the Document Flattening options in Bluebeam Revu can greatly enhance your workflow, especially when sharing or archiving PDF documents. Flattening consolidates markups and annotations into the base layer of the PDF, ensuring that your markups remain intact and unaltered by others. Here's how to make the most of this feature:

Why Use Document Flattening?

• Secure Your Markups: Prevent others from modifying or deleting your annotations.
• Optimize File Size: Flattening can reduce the overall size of your PDF.
• Compatibility: Ensures that markups are visible in other PDF viewers that may not support interactive annotations.

How to Flatten Your Document

1. Flatten Entire Document:
   • Go to the Document menu.
   • Select Flatten.
   • Choose options as needed and click OK.
2. Flatten Specific Pages:
   • Open the Thumbnail panel.
   • Select the pages you wish to flatten.
   • Right-click and choose Flatten Pages.
3. Flatten Selected Markups:
   • Use the Select tool to choose specific annotations.
   • Right-click on the selected markups.
   • Choose Flatten.

Customizing Flattening Options

• Allow Markup Recovery: Enable this option to allow markups to be unflattened later, if needed.
• Exclude Specific Markups: Use the Flatten Markups dialog to exclude certain types of annotations.
• Set Defaults: Configure your default flattening settings via Revu Preferences for consistent behavior.

Best Practices

• Save a Copy: Always save an unflattened version of your document before flattening, in case future edits are required.
• Communicate Changes: When sharing flattened documents, inform recipients that the file is not editable.

For more in-depth guidance and professional support, visit NOVEDGE—your trusted partner for Bluebeam solutions.

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