The objective of the PMWeb Bluebeam integration is to allow users to select one or more PDF files in Document Manager or an Attachments tab and launch a Bluebeam review session. Markups and comments from the Bluebeam session are sent to PMWeb. Marked-up PDFs are saved back to PMWeb when the Bluebeam session is closed.
Unlike most PMWeb records, Bluebeam Markups records can only be created using the steps described below - they cannot be created directly within the Bluebeam Markups page.
To create a new Bluebeam session from PMWeb:
1. Select one or more eligible PDF files in either a Document Manager folder or an Attachments tab. To be eligible a file must
Be the correct format of PDF
Not already be in a Bluebeam session
Not be checked out
Not be in Workflow
Not have a Status of “Approved”, “Rejected”, or “Withdrawn”
2. Click the Send to Studio button in the toolbar. The Bluebeam Gateway dialog opens.
3. Enter your Bluebeam credentials and then click the Log In button. The Grant Access dialog opens.
4. Click the Allow button. The Select Companies/Contacts dialog opens.
Type a name for the session in the Bluebeam Session Name field
Select one or more lines in the PMWeb Companies/Contacts table to act as session participants. (This is optional – participants can also be invited inside the Bluebeam session but they will not necessarily be PMWeb contacts.)
Click the Create Bluebeam Session button in the dialog header. Bluebeam Revu opens in a new session containing the selected PDFs.
Simultaneously, PMWeb creates a Bluebeam Markups record, linked to the session.
Connect to Bluebeam Button - Click this button to log into Bluebeam with your credentials. After successfully logging in, this button changes to "Update Markups". Click the Update Markups button to download the latest markups from the Bluebeam session to the Details tab of the Bluebeam Markups record.
Open Studio Session Button - This button is active after you have successfully logged into Bluebeam.
End Studio Session Button - This button is active after you have successfully logged into Bluebeam. Click this button to end the Bluebeam session, download the latest markups to the Details tab of the Bluebeam Markups record, and release the PMWeb PDFs.
PDF Files Tab - This tab displays a list of all of the PDFs in a Bluebeam session. All fields in the table are read only except the Inactive toggle button. Click this toggle button to make the PMWeb PDF active or inactive within the Bluebeam session. This button is not available for PDFs that were directly added to the session from within Bluebeam. When you make a PMWeb PDF inactive using this button:
Any markups to that PDF are NOT downloaded whenever the update markups function occurs
The PDF is released and made available to be used to create another Bluebeam session
This table displays markups from the markups log in the Bluebeam session. To download the most recent markups connect to the Bluebeam session and then click the Update Markups button. All fields are read only.
