Create a Revision History for Studio Session Documents (2.0)

Relevant Products

Bluebeam® Revu® for Mac® 2.0


Problem

You need to use a Studio Session when working on files with other people, but you’d like to have a collection of document revisions along with a revision history for each file.

Solution

Although Sessions don’t maintain a revision history of your files, it is possible to create one by setting up a Studio Project first, and then uploading the initial version of your files to it. Once you’ve done this, you can move files to a new or existing Session as described below, and periodically update the Project copies with new versions from the Session based on your progress.

Things to Consider First

Before we get into this workflow, there are a couple of factors to consider: 

Supported File Types

Although Projects support any file format compatible with the programs on your machine, Sessions only support PDFs, so this workflow only applies to this file-type.

How Many Files Are You Adding to the Session?

While you can upload as many files as you’d like to a Project, each Session accommodates a maximum of 5,000 documents, with a 1 GB size-limit per-file. If the original Project contains more than 5,000 files, you’ll need to modify the workflow by creating multiple Sessions, as described in this article. 

Make Adjustments First

If you’re going to upload files that need to be calibrated, or have custom columns or custom statuses added, you should make these changes before adding them to the Session. This is important because, although you’ll be able calibrate a drawing in the Session, you won’t be able to use the Store Scale in Page function.

If a file was pushed to a Session before these changes were made, you’ll need to remove it from the Session and add it again after making the changes.
  1. Hover over the document name in the Sessions panel and click Delete delete x iconto the right. This icon will appear when the cursor is over the document’s name. 
  2. Return to the Project panel, then Control-click on the file and click Undo Check Out Revoke Checkout Icon . 

How It’s Done

  1. Start a Project and upload the PDF you’d like to use in the Session.
  2. Control-click on the document name and click Add to New Session. Enter a name for the new Session and click OK.
    If you’d like to add multiple documents to the Session, you can select all of the desired documents in a Project, and then Control-click one and select Add to [Session Name].
  3. The new Session opens automatically and will show that the document has been checked out File Checked Out Blue Circle Icon to the Session. 
  4. Once you’ve marked up the file in the Session and want to create a new revision in the Project, Control-click on the file name and click Update Project Copy Update Studio Project Copy Icon
  5. From the dialog box, enter any desired comments and click OK. A copy of your work is added to your original Project as the latest document revision.
    A Studio Alert message will appear to confirm check-in request was received.

If you go back into the Project, you can open the Revision History to see a list of your document revisions. Once all the work has been completed in the Session, and you’ve finished creating your revisions, you can finish the Session and upload a Session Report to the Project.

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