Bluebeam Tip: Optimizing Text Review and Collaboration in Bluebeam Revu

In Bluebeam Revu, the Text Review Tool is indispensable for professionals who need to perform thorough text editing and review within PDFs. This tool streamlines the process of identifying text that requires attention, marking it up, and collaborating with team members to ensure documents are accurate and polished.

To set up and effectively use the Text Review Tool, follow these steps:

1. Accessing the Text Review Tool:
   • Open your PDF document in Bluebeam Revu.
   • Navigate to the Panels on the left side and click on the Search icon, or press Ctrl + F.
   • In the Search panel, select the Text tab to begin your text search and review.
2. Configuring Search Options:
   • Enter the word or phrase you want to find in the document.
   • Use advanced search options to refine results:
     • Match Case for case-sensitive searches.
     • Whole Words to find exact matches.
     • Apply filters such as page range or document sections.
3. Performing the Text Review:
   • Click Search to generate a list of all instances of the search term.
   • Review each result directly from the list or navigate through the document using the highlights.
4. Marking Up Text:
   • Right-click on a search result to access markup options.
   • Choose actions such as:
     • Replace Text to suggest edits.
     • Strikeout Text to indicate deletions.
     • Insert Text to add new content.
     • Add Note for additional comments or instructions.
   • Customize markup properties like color and opacity for clarity.
5. Managing Markups:
   • All text markups are recorded in the Markups List at the bottom of the interface.
   • Use the Markups List to:
     • Filter markups by type, author, or date.
     • Sort markups to prioritize review items.
     • Reply to markups for collaborative discussions.
     • Status tracking to monitor review progress.
6. Collaborating with Team Members:
   • Share your annotated PDF through Bluebeam Studio Sessions for real-time collaboration.
   • Invite team members to view and respond to markups.
   • Export the Markups List to CSV or PDF for reporting purposes.
7. Finalizing the Document:
   • Once reviews are complete, you can:
     • Apply Changes to incorporate text edits into the document.
     • Flatten markups to make them permanent.
     • Save a new version of the PDF for record-keeping.

Utilizing the Text Review Tool enhances your ability to maintain high-quality documentation, ensuring all textual content meets your project's standards.

For more advanced features and professional guidance, explore resources and solutions provided by NOVEDGE, the leading online store for design software.

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