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Bring external review data into Bluebeam Revu without re-creating markups. Here’s how to reliably import XML markups from other systems and keep your project moving. For licensing or upgrades, see NOVEDGE.
- Prepare the target PDF: Open the drawing set in Revu and confirm Page Labels match your source set (sheet numbers/names). Consistent labels improve placement accuracy.
- Check the XML: Ensure it’s valid and UTF‑8 encoded. Include core fields such as Author, Subject, Comments, Status, Date/Time, and a page reference (label or index).
- Create matching Custom Columns (if needed): In the Markups List, go to Columns > Manage Columns and add any fields used in the XML so Revu can map data on import.
- Import the XML: Open the Markups List (Alt+L) > gear icon > Import > XML. Select the file and confirm the mapping summary.
- Validate quickly: Filter by Author or Date to spot-check a few entries. Click items in the Markups List to jump to their locations and verify placement and properties.
- Save and share: Save the PDF, then generate a PDF Summary if stakeholders need a read-only report. For broader collaboration, upload to a Studio Project or Session.
Best practices
- Keep page alignment stable: If sheets were revised, use Slip Sheet before importing XML so coordinates align. Matching Page Labels is critical.
- Normalize statuses: Align imported Status values with your team’s Status Set for consistent dashboards and summaries.
- Preserve provenance: Store the original XML alongside the PDF for auditing and change history.
- Standardize subjects: Use agreed Subject names to enable filtering, legends, and conditional exports.
- Secure when finalized: Flatten sensitive markups or set permissions prior to external distribution.
Need help standardizing XML workflows or building Custom Columns and Status Sets? Partner with NOVEDGE for consulting, training, and licensing. Talk to the team at NOVEDGE Support to optimize your environment.
