How to share Tool Sets

This article applies to:

  • Revu 21
  • Revu 20
  • Revu 2019
  • Revu 2018

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The Tool Chest allows you to store customized markups in tool sets and share them with anyone. You can export tool sets, save them locally to your device, import them, or use synced edits to share them across a network.

If you have a Basics plan and are working with a tool set created by users with Core or Complete plans, custom markups that include Sketch to Scale or measurement tools beyond length and area may not be available.

How to export a tool set

Revu 21 users can export their tool sets to Bluebeam Cloud. Check out this article to learn more.
  1. Open the Tool Chest.
  2. Select the Properties for the tool set you want to export, and then select Export.
  3. Select the folder where you want to store the file, and select Save.

After you export the tool set, add or import it to the Tool Chest.

How to add or import a shared tool set

Add a tool set

Use this function if you want to share a tool set on a network drive, to allow multiple users to use it at the same time. Tool sets saved in a centralized network location are cached locally and can be used while offline. Any markups added, edited, or removed from a tool set will apply to all users sharing the tool set. However, while you’re offline, these tool sets can’t be updated or checked out for editing.

To add a tool set:

  1. Open the Tool Chest.
  2. Select Tool Chest > Manage Tool Sets.
  3. Select Add.
  4. Under Type, select Existing.
  5. Select the Browse button, navigate to the tool set (.btx) file, and select Open.
  6. Select the Display and Show in All Profiles boxes, and select OK.

Import a tool set

Importing a tool set copies the .btx file to the default location, which allows individual users to manage the tool set locally. Any changes to an imported tool set will not be reflected in another user’s tool set.

To import a tool set:

  1. Open the Tool Chest.
  2. Select Tool Chest > Manage Tool Sets.
  3. Select Import.
  4. Navigate to the tool set (.btx) file and select OK.

You can also import tool set files by dragging them from Windows File Explorer to the Revu window.

You can manage tool sets to prevent multiple users from updating a tool set at the same time. A lock displays above a shared tool set to show that no changes can be made to the tool set. Select the lock to allow changes to a tool set. A check mark displays above an unlocked tool set to show that you can make changes to the tool set. Any changes made to an added tool set will be implemented for all users who share the tool set.

Other versions of this article

Revu 2017 and older

There are a large variety of customizable markup tools in Revu you can use to add comments, measurements and symbols to a PDF. Each markup in Revu has a set of properties controlling the appearance and information saved with it. Revu’s exclusive 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 in the left panel of the Revu interface. If you do not see this tab, go to View > Tabs > Tool Chest or press Alt+X.

Next, click Manage Tool Sets . 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 and then either email it or upload it to a shared network drive, or any other file sharing system.

Importing or adding a shared Tool Set

There are two different ways to load exported tool sets into Revu, and this is where you decide how you want your colleagues to manage the new tool sets.

  • Add – Use this method if you want to share a tool set on a network drive so that Revu “reads” it from that location, which lets multiple users access it at the same time.
    In Revu 12 and above, 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 lets the user manage the tool set locally on their hard drive.

See the Tool Sets section in the Revu Help manual for more information.

Learn More

Revu also makes it easy to share profiles and stamps with colleagues, which can help create a standardized workflow within your organization. Learn more by clicking the links below:

How-To

Revu 21

Revu 20

Revu 2019

Revu 2018

Revu 2017 & Below

Markup

Interface & Navigation

The Tool Chest allows you to store customized markups in tool sets and share them with anyone. Learn how to share your custom tool sets.

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