Tool Sets and Stamps allow you to customize the software to suit their specific needs. Revu makes it easy to share all of these assets, which can be useful for creating a standardized workflow within your organization.
First, let’s take a look at markups and Tool Sets. There are a wide variety of customizable markup tools that you can use to add comments, measurements and symbols to a PDF. Each markup has a set of properties controlling the appearance and information saved with it. The Tool Chest allows you to store these in custom tool sets and then share them with colleagues around the world.
By default, the Tool Chest is located on the left side of the Revu interface.
Next, click Tool Chest at the top of the panel, and then Manage Tool Sets at the bottom of the drop-down menu. You will see the list of current tool sets as well as buttons for the Import, Add and Export functions.
Sharing a tool set
To share a custom tool set, you’ll need to export it as a .btx file. Next, you can either email it or upload it to a shared network drive, or another file-sharing system such as a Studio Project.
Importing or adding a shared tool set
There are two different ways to load exported tool sets into Revu, both found in the Manage Tool Sets dialog box. This is where you decide how your tool set will be managed.
- Add – Use this function if you want to share a tool set on a network drive, so that multiple users can access it at the same time.
Tool sets that reside in a centralized network location are cached locally and can be used while offline. However, while you’re offline, these tool sets can’t be updated or checked out for editing.
- Import – This function copies the .btx file to the default location, which allows individual users to manage the tool set locally on their hard drive.
Stamps are meant to mimic traditional rubber stamps placed on paper documents and cannot be edited after placement.
Stamps can be emailed, stored on a network, or sent to other users like any other file.
To add a Stamp to the local Stamps folder, go to Tools > Stamp > Import Stamp.
To use a Stamp located on a shared network location, go to Tools > Stamp > Change Stamp Folder.
To export a stamp, click Tools > Stamp > Edit Stamp and then copy the stamp file. You can then either email or upload the desired .pdf file to a shared network drive, or any other file sharing system.