Bluebeam Tip: Permission-Controlled Stakeholder Invites for Bluebeam Studio Sessions

Invite stakeholders to Bluebeam Studio Sessions with controlled permissions to keep collaboration fast, secure, and accountable.

• Create a secure Session:
  • Studio panel > Sessions > New Session.
  • Name it, add PDFs, set an expiration date, and (recommended) an access code.
• Invite the right people:
  • Use Invite to add emails or copy the Join Link.
  • Share the access code through a separate channel for added security.
  • For licensing or rollout questions, consult NOVEDGE.
• Control what attendees can do:
  • Open Session Settings > Permissions before stakeholders join.
  • Create groups (e.g., Owner, GC, Subs, Design) and assign attendees.
  • Set permissions per group: Add Documents, Markup, Save As, Print.
  • For view-only participants, disable Save As and Print and restrict document uploads.
  • By default, attendees can edit only their own markups; keep that for accountability.
• Standardize markups for clean reviews:
  • Share a read-only Tool Set and a Profile so colors, line weights, and symbols are consistent.
  • Use standardized Statuses in the Markups List to track review progress.
• Maintain traceability:
  • Monitor the Record for a complete audit of actions and participants.
  • Export a Markups List Summary and the Session Record at milestones.
  • When done, Finish Session and archive deliverables.

Pro tips:

• Keep Sessions short-lived and scope-specific to reduce noise.
• Enable notifications so stakeholders see updates immediately.
• Use an access code on external reviews and rotate it between phases.

Need help standardizing Studio across teams? Partner with NOVEDGE for licensing, deployment, and training. Ready to equip your team? Explore Bluebeam solutions at NOVEDGE.

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