How to share Tool Sets

This article applies to:

  • 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. Tool sets may be exported, saved locally to your machine, imported, or shared across a network with synced edits.

In addition to tool sets, you can customize profiles and stamps within Revu to best suit your needs.

Exporting a tool set

First, export the tool set as a .btx file:

  1. Open the Tool Chest (Alt+X) and identify the tool set you want to export.
  2. Go to that tool set’s Properties and click Export .
  3. Select the folder where you want to store the file and click Save.

Once the tool set is exported, the next step is to import or add it to the Tool Chest.

Importing or adding a shared tool set

There are two ways to load exported tool sets into Revu:

  • Add – Use this function if you want to share a tool set on a network drive, so that multiple users can use 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.

Importing a tool set

Importing a tool set copies the .btx file to the local Revu environment. 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 (Alt+X)
  2. Click the Tool Chest dropdown and select Manage Tool Sets.
  3. In the dialog, click Import.
  4. Navigate to the tool set (.btx) file and click OK.

Dragging the tool set files from File Explorer to the Revu window will also import them.

Adding a tool set

Adding a tool set maintains updates between users. Any markups added, edited or removed from a tool set will apply to all users sharing the tool set. To add a tool set:

  1. Open the Tool Chest (Alt+X)
  2. Click the Tool Chest dropdown and select Manage Tool Sets.
  3. In the Manage Tool Sets dialog, click Add.
  4. In Add Tool Set dialog, select Existing.
  5. Click the Browse button, navigate to the tool set (.btx) file and click Open.
  6. Check the Display and Show in All Profiles boxes and click OK.

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. Click 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 to an added tool set will be reflected across 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:

The Tool Chest allows you to store customized markups in tool sets and share them with anyone. Tool sets may be exported, saved locally to your machine, imported, or shared across a network with synced edits. In addition to tool sets, you can customize profiles and stamps within Revu to best suit your needs. Exporting a tool set First, export the tool set as a .btx file: Open the Tool Chest file and click Check the and Show in All Profiles boxes and click 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. 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 to an added tool set will be reflected across all users who share the tool set.

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