Bluebeam Tip: Optimizing Document Workflow with Dynamic Fillable Forms in Bluebeam Revu

March 14, 2024 2 min read

Bluebeam Tip: Optimizing Document Workflow with Dynamic Fillable Forms in Bluebeam Revu

Enhance your document workflow in Bluebeam Revu by creating dynamic, fillable forms. These forms not only streamline data entry but also ensure consistency and accuracy across your project's documentation. Here's how you can make the most out of Revu's form creation capabilities:

  • Use the Form Editor: Open the Form Editor by navigating to the Tools menu, then select Forms > Editor. This enables a toolbar that allows you to add form fields like text boxes, check boxes, and more.
  • Auto Create Forms: For existing PDFs, use the "Auto Create" feature to let Revu detect and create form fields automatically. This is a great time saver, especially for standard forms.
  • Customize Field Properties: After placing a form field, you can customize its properties to control how data is entered. Right-click the field and choose "Properties" to set formats for text, numbers, or dates, and to add actions like jumping to a page or opening a website.
  • JavaScript for Form Fields: For advanced interactivity, you can add JavaScript to form fields to calculate values, validate data, or format information dynamically.
  • Save As Template: Once your form is complete, save it as a template for future use. This ensures uniformity across forms used in different parts of your project.
  • Flatten Forms: Before distributing, consider flattening the form to prevent further editing. Go to Document > Flatten and select the desired flattening options.

By implementing these tips, you'll be able to harness the full potential of dynamic forms in Bluebeam Revu. Remember to visit NOVEDGE for more resources and expert advice on utilizing Bluebeam software to its fullest.

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

Also in Design News