Bluebeam Guide
Bluebeam Guide
23 OCTOBER 2019
PROJECT TITLE
CONTENTS
1 The Interface 5
2 Creating PDFs 8
3 BuroHappold Downloads 10
4 Drawing Markups 11
5 Tool Chest 19
6 Stamp Tool 21
7 Document Alteration 23
8 Measurement Tool 27
9 Hyperlinks 29
12 Layers 33
13 Flattening 39
14 Printing 40
15 Useful things 42
16 Keyboard Shortcuts 44
INTRODUC TION
This booklet is a very brief introduction to Bluebeam. It is supposed to give you a flavour of what is
capable in the software rather than be a comprehensive and complete guide.
Section 3 covers the most important aspect of drawing in Bluebeam for the BuroHappold brand.
The sketch templates and the drawing review blocks are brand approved and should be used on
all sketches, drawings, and diagrams created in Bluebeam (even if you are marking up a previously
created document).
There is a Yammer group specifically for Bluebeam related queries. Just search groups for “Bluebeam”.
This is used for knowledge sharing as well as answering queries.
Also the Knowledge pages on Magellan have a dedicated Bluebeam page. Check here for links to
helpful “How to” documents, and Bluebeam extra downloads.
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1 THE INTERFACE
Command Bar: Access to tools and commands Side Panels: The side panel hosts various
organised by tabs with dropdown lists when you dedicated tabs. See page 7. You can also open and
click on them. close by hovering the cursor over the edge of the
panel until it changes into a line with two arrows,
then double clicking or dragging.
Tool Bars: Customisable for one-click access to the
tools most used. You can choose which toolbars
are visible by clicking on Tools -> Toolbars. You can
move these to the side or along the top
Navigation Bar: Above the bottom panel, with tools to navigate documents.
If this is missing, you can restore it by going to Tools -> Toolbars - > Navigation Bar or toggle with (F4).
Zoom Click to zoom in; hold Ctrl and click to zoom out. Z
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Bookmarks Shows current bookmarks and contains tools for adding, manipulating, and
Tab deleting bookmarks
File Access Tab Provides quick access to recently opened files, and the bh network
Layers Tab Provides quick access to layers, layer configurations, and tools for creating
and deleting Layers. (see page 31 for details)
Links Tab Allows for adding and editing hyperlinks.
Measurements Provides access to the measurement modes, allows setting the document
Tab scale and measurement precision, and setting up and clearing Viewports for
multiple scales in the same document. (see page 27 for details)
Properties Tab Shows data about the active pdf as well as any files attached to it. If a markup
is selected, the Properties tab will show properties specific to that element
instead.
Search Tab Allows you to search for text in the current pdf, all open pdfs, pdfs in a folder,
or in the files in the Recents list. You can also Search and Replace.
Sets Tab Allows users to open a collection of documents in a single view with the pages
organized in a specified sorted order, including any revisions and addenda.
Users can navigate through multiple files as though they were one document
without actually merging them into a single file.
Signatures Tab Shows certifications and digital signatures placed on a document as well as
tools for signing and certifying documents.
Spaces Tab Defines areas within the pdf that makes storing and sorting markups easier
and more efficient
Studio Tab Combines the cloud storage and collaboration
Thumbnails Shows small previews of pdf pages for quick navigation within a multi-page
Tab document.
Tool Chest Tab A central storage location for your most used markups. (see page 19 for
details)
Flags Panel Easy navigating to specific pages and places in a PDF. The Flags panel opens
between the workspace and the right panel.
2 CREATING PDFS
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Navisworks
3 BUROHAPPOLD DOWNLOADS
BuroHappold have created branded tool sets (for sketches and drawings) and stamps available to
download from Magellan:
• Business Services Global IT Software Site Bluebeam Bluebeam Toolsets
To download the tool set, click the name. Once downloaded, “open” with Bluebeam. The tool set will
now be available in your Tool Chest (see Section 5 for more information on how to use Tool Sets) every
time you open Bluebeam.
Use these on all drawings, sketches and markups to be issued externally.
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4 DR AWING MARKUPS
Markups can be found under the Command bar “Tools” or on the Shapes toolbar. If this is not visible, go
to Tools Toolbars and select the Shapes toolbar to show it.
The shapes tool bar and the Markup Command bar contain tools to create markups in various shapes.
PROPER TIES
The Appearance section of the Properties tab contains the
following options:
Colour: Sets the Colour of the line segment.
Fill Colour: Controls the fill colour of the endpoints or shape.
Opacity: Sets transparency level.
Line Width: Sets the thickness of the line segment in points.
Style: Determines the pattern of the line segment. The diagram
demonstrates the seven different line styles that are available
with the line segments.
• Click on the document to start drawing a • Click Dimension or press Shift+L to select
segmented line. the tool.
• Each time the mouse button is clicked, a new • Click and drag to define the start and end
line segment will be placed. points.
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Includes any markups added to a document from a specific tool set in the Tool Chest and will
automatically include any markups on associated pages that is in the tool set. Unlike an ad-hoc
Legend, a tool set Legend can be added to a drawing before any markups have been placed.
To generate a tool set Legend:
1. Go to the Toolchest Tab
2. Click the Properties gear to the right of the desired tool set and go to Legend Create New
Legend.
3. Click anywhere on the drawing to place the Legend.
4. The default properties of the Legend, including the source pages, are used automatically. Adjust
any of these Legend Properties as desired.
Ad-hoc Legends created from one or more existing markups on a drawing. Any additional markups of
the same type and with the same appearance properties that are added to an associated page will be
automatically added to the Legend.
To generate an ad-hoc Legend:
1. Select the markups you wish to include in the Legend.
2. Right-click any of the selected markups and go to Legend -> Create New Legend.
3. Click anywhere on the drawing to place the Legend.
4. The default properties of the Legend, including the source pages, are used automatically. Adjust
any of these Legend Properties as desired.
The appearance of a Legend is configurable, including its title, what information it shows, as well as
text and line appearances.
To change the appearance of a Legend, select it and click the Properties tab.
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5 TOOL CHEST
Most tools found in My Tools, Recent Tools, and Repeat the process to change the scale, if
custom tool sets can function in two different necessary.
modes: Drawing Mode and Properties Mode. When a tool set has an established baseline scale,
• Drawing mode adds a new markup that is an you can choose whether or not the tools from it
exact duplicate of the saved markup will scale when placed on a drawing. To turn
• Properties mode adds a new markup with scaling on, click the icon to the right of the
the same appearance properties of the saved tool set’s name. It will be outlined to indicate that
markup. In this mode the Properties are scaling has been turned on.
retained but the exact dimensions, text, and so To turn scaling off, click the icon again and
on are not. click ‘Remove Scale’.
To change the mode of a tool in any of these tool
sets, select it and right click then select Drawing
mode or Properties mode to toggle between the
modes (which option is shown depends on which
mode is currently active) in the drop down list, or
alternatively, double click the tool.
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6 STAMP TOOL
Use the Stamp Tool to add “rubber stamp” comments on the drawing. Stamps are placed on a PDF as a
markup and have editable appearance properties and show up on the Markups list
EDITING STAMPS
Edit the appearance of stamps by clicking on the
pencil icon to the right of their name in the menu.
This will open the stamp on the screen, which you
can then edit using the markup tools, then save as
you would a document.
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8 MEASUREMENT TOOL
STEP 3: MEASURE THE PDF Count: The Count tool lets you select
Click two or more points on the PDF to measure: a symbol to represent items within the
drawing that you wish to count. These
Measure: Click to measure the last
symbols are then tracked in the Markups
measurement mode selected
list as a single line item with a grand total
Calibrate: Click to calibrate the shown.
measurement tool
Diameter: Click once and move mouse to
Length: Click the starting and ending create a circle.
point to measure length.
Angle: Three mouse clicks are needed to
Polylength: calculate an angle.
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9 HYPERLINKS
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• Bates Number: Auto-generates a number • Click Add to select files from a local or
that contains a prefix, suffix and fixed network drive to the list.
number of digits.
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12 LAYERS
Bluebeam can add layers to PDFs, and layer several 12.2 LAYERS BUT TON BAR
PDFs together.
CONFIGURATION
Save Configuration: saves the current
To show or hide a layer: configuration as default
• Layers tab Click on icon next to layer name New Configuration: enter a name and
save configuration so it appears on the
dropdown list
Delete Configuration: deletes selected
configuration
CONFIGURATION LIST
Displays the current configuration (what layers
are visible). Click to display a list of all available
To show only one layer: configurations. Select a configuration to switch to
• Layers tab right-click layer name Isolate. that one. If no configurations have been saved, a
The selected layer and its children will display default configuration is automatically created.
and all other layers will be hidden. Use this dialogue to control the settings for each
Moving layers: layer. You can set the properties to any number
of layers. Once the properties have been set, click
• Drag a layer to move it to a new location in the Save Configuration to save this setting
layers list.
LAYERS OPTIONS:
Reset Layers: Resets display of layers to selected
Configuration.
Show Print Layers: Only layers that have Print
Usage set to On in the Layer Properties dialogue
are visible
Show Export Layers: Only layers that have
Export Usage set to On in the Layer Properties
dialogue are visible
Show All Layers: All layers visible.
Show Layers on Page Only: Hide the layer
names that are not on the current page.
Show Layers Alphabetically: Sort layers
alphabetically.
Dial: Select an option that determines the
behavior of the Surface Dial when it interfaces
with the Layers tab on a Surface Studio device.
Options include: Isolate, Build or Select
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New Layer Group: Creates and item in the layer list that is not a layer. This can help to organize the
layers. For example, a layer group “Markups” can be created, then child layers created for each person
who has added markups.
Rename (F2): Change the name of the layer.
Delete: Opens the Delete Layer dialogue.
Export Layer to Page: Exports the selected layer or layers to a separate PDF.
Import Layer from Page: Imports a PDF content and its layers.
Flatten Markups: Flatten all markups to the selected layer.
Unflatten Markups: Unflattens markups that have previously been flattened.
Layer Properties: Control the settings of an
individual layer
Title: The name of the layer.
Default State: Default display state when the
PDF is opened.
Lock: The title and default state cannot be
changed from the Layers list while this is
checked. A will display before the layer
name when it is locked.
View: Sets whether a layer will display.
Print: Sets whether a layer will print.
Export: Sets whether a layer will export
Zoom: Select and then define a zoom range.
The contents of this layer will only display when
the display zoom is between values
DELE TE LAYER:
Controls how the layer, content and markups are
deleted.
• Right click the layer or layers Delete
• Delete Layer Content on Page: PDF content
on the layer will be deleted. Uncheck and the
PDF content will be moved to the base of the
PDF.
• Delete Layer Annotations: Markups on the
layer will be deleted. Uncheck and the markups
will be remain and be moved to the base
markup layer.
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13 FLAT TENING
Flattening markups moves the markup from the annotations layer to the content layer.
Markups can be flatten individually or all at once.
14 PRINTING
15 USEFUL THINGS
Drag a rectangle around the area you want to The cursor should now display the Format
copy in a PDF, or click multiple points to define Painter icon. Simply click any markup or group of
the area. The image will be automatically added markups to apply the source markup’s appearance
to your Windows clipboard, and can be pasted by properties.
right-clicking a document and selecting Paste.
15.4 REDUCE FILE SIZE
15.2 CHECK SPELLING • On the Document menu Reduce File Size.
To run a spell check of all of your markups, • In the Reduce File Size dialogue, change the
• On the Command Bar Edit Check Spelling options until the Estimated size gets low
enough.
You have the options to check spelling in
markups and form fields or in the main PDF • Click OK.
content
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Underline Text U
Strikethrough Text D
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Note that it is also possible to re-allocate shortcuts to preferred keys so you can remap existing Revu
shortcuts to match similar functions in other programs you already use, or add new shortcuts to create
your own personal list of frequently used comands. New customizable shortcuts include batch tools,
sketch tools, cut content, erase content and lots more.
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