How to enable and use integrations in Bluebeam Cloud

This article applies to:

  • Bluebeam Cloud

In Bluebeam Cloud, project Admins can enable third-party integrations, which allow team members and collaborators to import drawings and/or attach documents from connected accounts. This article covers how to enable, sync, and leverage integrations to benefit your project workflows and stakeholders. Currently, the following integrations are supported in Bluebeam Cloud:

  • Studio Projects (available by default via your Bluebeam ID)
  • SharePoint Online
  • OneDrive
  • Dropbox
  • Box
  • Google Drive
  • Egnyte
At this time, Bluebeam Cloud only supports integrations for US users.

To learn more about specific integrations, visit the Bluebeam Marketplace. From there, you can contact our integrations team or partners for more information about setup and activation.

Connect integration accounts

Before you can import or attach documents from third-party integrations, you must first connect your accounts. Select a platform below for setup steps.

To set up integrations within your project settings, you need a Core or Complete subscription plan with Admin permissions.

SharePoint Online
 

  1. From the Dashboard, go to Settings > Integrations.
  2. Select SharePoint Online.
  3. Click or tap Connect Your Account.
  4. Sign into your Microsoft account, or select it if you’re already signed in.
  5. In the Account Connected dialog, choose the folders/files you’d like to have available in Bluebeam Cloud.
    Currently, Bluebeam Cloud only supports PDFs.
  6. Select Share with Project.
OneDrive
 

  1. From the Dashboard, go to Settings > Integrations.
  2. Select OneDrive.
  3. Click or tap Connect Your Account.
  4. Sign into your Microsoft account, or select it if you’re already signed in.
  5. In the Account Connected dialog, choose the folders/files you’d like to have available in Bluebeam Cloud.
    Currently, Bluebeam Cloud only supports PDFs.
  6. Select Share with Project.
Dropbox
 

  1. From the Dashboard, go to Settings > Integrations.
  2. Select Dropbox.
  3. Click or tap Connect Your Account.
  4. Sign into your Dropbox account.
  5. In the Account Connected dialog, choose the folders/files you’d like to have available in Bluebeam Cloud.
    Currently, Bluebeam Cloud only supports PDFs.
  6. Select Share with Project.
Box
  1. From the Dashboard, go to Settings > Integrations.
  2. Select Box.
  3. Click or tap Connect Your Account.
  4. Sign into your Box account.
  5. In the Account Connected dialog, choose the folders/files you’d like to have available in Bluebeam Cloud.
    Currently, Bluebeam Cloud only supports PDFs.
  6. Select Share with Project.
Google Drive
  1. From the Dashboard, go to Settings > Integrations.
  2. Select Google Drive.
  3. Click or tap Connect Your Account.
  4. Sign into your Google account, or choose it if you’re already signed in.
  5. In the Account Connected dialog, choose the folders/files you’d like to have available in Bluebeam Cloud.
    Currently, Bluebeam Cloud only supports PDFs.
  6. Select Share with Project.
Egnyte
 

  1. From the Dashboard, go to Settings > Integrations.
  2. Select Egnyte.
  3. Click or tap Connect Your Account.
  4. Enter your Egnyte File Server Domain.
  5. Sign into your Egnyte account.
  6. In the Account Connected dialog, choose the folders/files you’d like to have available in Bluebeam Cloud.
    Currently, Bluebeam Cloud only supports PDFs.
  7. Select Share with Project.

Once you’ve connected your integration accounts to Bluebeam Cloud, they appear in Settings > Integrations under Connected Accounts.

Bluebeam Cloud integrations connected accounts list

If you need to manage a connection or disconnect an account, select the menu icon next to the applicable platform(s).

Sync your integrations

In Bluebeam Cloud, syncing your connected integrations ensures that team members only see the drawings you share with the project, while also maintaining version control. If a drawing is updated in its source location, such as SharePoint or Google Drive, those updates won’t load in your project until you sync them.

Currently, the sync feature is unavailable for OneDrive integrations. Any files updated in Bluebeam Cloud must be reuploaded to your OneDrive manually.
When a drawing is updated in a connected account, you’ll see an exclamation notification.

To sync an account:

  1. Log into Bluebeam Cloud if you aren’t logged in already.
  2. Open Projects and select the project with integrations ready to sync.
  3. From the project Dashboard, select Settings > Integrations.
  4. Under Connected Accounts, select the menu icon next to the integration you’d like to sync.
  5. Select Manage Connection.

    Manage integration connections in Bluebeam Cloud

  6. Next to Shared Items, select Sync.
  7. Click or tap Save Changes.
If you make changes to a synced drawing in Bluebeam Cloud, the source file from your integrated account does not automatically update. To update your drawings in their source location, you must export the latest drawing(s) in Bluebeam Cloud and upload them to the original account.

Export project data to integrations

To export project data, you need a Core or Complete subscription plan with Admin permissions.

  1. Log into Bluebeam Cloud if you aren’t logged in already.
  2. Open Projects and select the project with data ready to export.
  3. From the project Dashboard, select Settings.
  4. In the Project Settings tab, select Export Project Data > To Integrations.
  5. In the Export Project Data dialog, select the files you’d like to export. If you only need to update drawings in their source location, deselect all other options except Drawing Data. Export drawing data in Bluebeam Cloud
  6. Select Next.
  7. Select the source location under Connected Accounts.
  8. Click or tap Next.
  9. Choose a destination folder for your exported drawing(s).
    To create a destination, select New Folder and enter a folder name. Then, click or tap Create.

    Create a new destination folder in Bluebeam Cloud

  10. After selecting the checkbox next to the destination folder, select Export.

When the export is completed, you’ll receive an email confirmation.

Export in progress Bluebeam Cloud

Import drawings from Studio and integrations

After connecting your accounts, you can import PDFs from integrations in Drawings. By default, you can also import drawings from Studio Projects since your account is connected with your Bluebeam ID (BBID). Select an option below for further instructions related to importing drawings from Studio and/or integrations.

To upload drawings to a Bluebeam Cloud project, you need a Core or Complete subscription plan with Admin permissions.

Studio Projects

If you’d like to learn more about preparing your drawings in Revu for Bluebeam Cloud, visit this article. To import drawings from Studio:

  1. Sign in if you aren’t already logged into Bluebeam Cloud.
  2. From the Dashboard, go to the Drawings tab.
  3. Click or tap Add Drawings.
  4. Select Import Drawings > From Studio.
  5. Select a Studio Project and choose the folder or files you’d like to import.
  6. When finished, select Confirm Selection.

Once the drawing(s) are finished uploading and are ready for review, you’ll receive an on-screen and email notification to publish them to the project.

Integrations

Before importing drawings from an integration, your account must be connected via Settings > Integrations.

  1. Go to the Drawings tab.
  2. Click or tap Add Drawings.
  3. Select Import Drawings > From Integrations.
  4. Select one of your connected accounts.
  5. Choose the folder or files you’d like to import.
  6. Select Confirm Selection.

When the drawing(s) are done uploading and are ready for review, you’ll receive an on-screen and email notification to publish them to the project.

With connected accounts, you can also attach PDFs from integrations to an RFI. To learn more, visit How to create and track RFIs in Bluebeam Cloud.

Bluebeam Cloud

How-To

In Bluebeam Cloud, you can integrate third-party accounts to share and attach PDFs from other sources to your projects.

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