Bluebeam Tip: Streamlining Workflow by Exporting PDF Markups to Excel in Bluebeam Revu

Exporting markups from your PDFs to Excel can significantly streamline your workflow, especially when dealing with extensive data or complex projects.

How to Export Markups to Excel:

1. Open your PDF document in Bluebeam Revu.
2. Navigate to the Markups List panel at the bottom.
3. Click on the Summary button (it looks like a clipboard with a checkmark).
4. Select CSV Summary from the drop-down menu. This format is easily opened with Excel.
5. In the Summary Options dialog box, configure your settings:
   • Choose the columns you want to include in the export.
   • Set any filters to narrow down the markups you're exporting.
   • Select the sorting order for your data.
6. Click OK and choose a save location for your CSV file.
7. Open the saved CSV file with Microsoft Excel to view and manipulate your markup data.

Benefits of Exporting to Excel:

• Data Analysis: Utilize Excel's powerful tools to sort, filter, and analyze your markup data.
• Custom Reporting: Create tailored reports for stakeholders who may not use Bluebeam Revu.
• Improved Collaboration: Share markup information with team members in a universally accessible format.

Integrating Bluebeam Revu with Excel enhances your ability to manage project data efficiently. For more ways to optimize your use of Bluebeam, visit NOVEDGE for the latest products and expert advice.

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