These are the instructions I created for my office to help people setup a Studio Session and include custom Status for your use. Feel free to ask any questions or offer suggestions.
@Luke Shiras this is AWESOME. We're redoing a Studio course on Bluebeam University early next year, we may have to pick your brain about this 😊
@Luke Shiras - Thanks! I've never really had to use Studio Sessions but it's something that I really should look into further so this is great to see.
Really great guide you've created, @Luke Shiras!
We have a similar setup, although we will default our initial markup to be "Redline" and color it red (this seems to make life easier for our PMs who review documents….). From there, we have a number of statuses and colors associated to picking up those redlines.
Names and colors are subjective based on the audience. My setup was based on an agency review and followed their color scheme. I like your names for internal/consultant review. Although that yellow is hard on the eyes 🤪
I am still kinda new to Bluebeam…does "Studio Session" allow 2 or more people to work on the same document at the same time?
Sorry for the delayed response; I somehow missed your comment. Yes, Studio Sessions lets multiple people markup the same document simultaneously. This is great because you don't get three people making the same comment on four different copies of the document—or worse, three different comments on the same issue.
The "How to" is great, A note, the adding of layers prior to uploading the pdf to studio for each sheet would be helpful
This allows to turn off mark up by others and have them assign thee mark up to layers and or what mark up to turn off and on easily has anyone else ran into this or have tips and trick ? I made a template of layers and format the pdf prior to uploading as well as naming the individual files so they go in order in studio , studio has limitation on sorting
That's a helpful tip for using layers. I don't have experience with layers, so learning various uses is great.
Would you be able to share your template? I know a lot of people here use layers, and starting a post about what layer rules everyone follows might spark some new ideas.
Nice @Luke Shiras ! So glad this came back around on the feed… I missed it the first time.
Great job on this How-To guide! Do you drop it in each session for users to refer to during that work and review?
We have been experimenting with a Markups Cheat Sheet - another general info document that is added to sessions showing the different consultant's markups' that are pre-defined with properties to differentiate between them at a glance. These allows them to right click and SET AS DEFAULT or ADD TO TOOL CHEST and includes basic instructions to do this.
Getting everyone to operate in the markups list with status and filter settings is a major step in maximizing BB's horsepower. Otherwise, we are shooting bottle rockets from heavy artillery cannons.
The idea was that they would add this to their PDF before uploading to the session so they could follow the steps and have the statuses pre-loaded.
Since we're still trying to get consultants on board, we haven't taken it much further than this. Custom Tool Sets, Layers, Default Settings, etc., would be helpful to include if that's part of your office's workflow. But tool sets would have to be a separate .btx file, right?
Exporting/Importing .btx files is a good way to get everyone using the preferred tools, but I think that is only necessary when there are more than 3 or 4 tools that need to be synchronized.
With using certain properties only for a callout box, text box, and callout cloud, seems like asking folks to add those to their tool chest or set as default works a little easier.
Loving the idea of using layers and will be experimenting on how that translates to remote consultant teams….
Another idea is how many of these settings would travel with a profile that you could share with remote consultants? Will have to read up on that.😎
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