Bluebeam Tip: Standardized File Naming and Version Control in Bluebeam Revu

Consistent file naming and disciplined versioning in Bluebeam Revu prevent rework, speed reviews, and keep teams aligned across the project lifecycle.

• Establish a clear naming convention:
  • Format: Project-Discipline-Sheet-Rev-YYYYMMDD-Status.pdf
  • Example: 23041-ARC-A101-R03-20250115-IFC.pdf
  • Tips: Use hyphens, avoid spaces/special characters, zero‑pad numbers (A001), use YYYYMMDD dates, and standard discipline codes.
• Align page labels to your convention with AutoMark:
  • Thumbnails panel > AutoMark > pick title block fields (e.g., Sheet No + Sheet Name).
  • Reliable page labels make Batch Link, Sets, and Slip Sheet matching accurate.
• Use Sets to manage multi-file revisions:
  • Create a Set (File > New Set), add sheets from folders.
  • In Sets, enable “Display Revisions: Latest” to always show the current issue while retaining history.
  • Organize by Sheet Number so revisions stack correctly regardless of filenames.
• Replace drawings with Batch Slip Sheet:
  • Slip Sheet (Batch > Slip Sheet) and match by Page Label or Sheet Number.
  • Check “Carry Over Markups, Links, and Bookmarks” to preserve context across revisions.
  • Add a revision note in the Comments field for traceability.
• Track revision metadata:
  • Document Properties (Ctrl+D): fill in Title, Subject, Keywords (e.g., Rev=R03, Status=IFC).
  • Create custom columns in the Markups List (Rev, Issue Set, Status) to drive exports and dashboards.
  • Use dynamic stamps with auto date/time for consistent issue markings.
• Control versions in Studio Projects:
  • Check-in with comments to build a version history.
  • Use file locking to prevent overlaps; restore prior versions if needed.
• Validate differences before issuing:
  • Run Compare or Overlay to confirm scope deltas and cloud/tag accordingly.
  • Flatten external markups before external distribution to protect intent.

For tools, licensing, and workflow guidance, explore Bluebeam solutions at NOVEDGE and browse Bluebeam options via NOVEDGE’s catalog.

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