Batch overlay

PDFs don't need to be open in Revu when you run the process. If a document is open in Revu, any changes resulting from the process are made to the document, but the document won't be saved or checked in (if relevant); you must save and check in the document manually. If a document isn't open in Revu, and it isn't checked out/locked by another user, Revu applies and saves the document changes automatically (without opening the document).

In most cases, the Revu auto-matching function successfully matches current sheets with their revisions, but if a consistent naming convention is in place and the auto-matching function doesn't deliver satisfactory results, you can add your own syntax to the matching algorithm. If that doesn't work or isn't an option, manual correlation is always available. See Auto-Matching for examples of auto-matching in the batch features.

1. Go to Batch > Overlay Pages.
2. Add PDFs to the Current Files and New Files lists by selecting the appropriate option from the corresponding Add menus:
   • Files: Adds individual files from a network or local drive. Selecting this option causes the Open dialog to appear. Navigate to the appropriate location and select the desired files.
   • Open Files: Adds all files currently open in Revu.
   • Open Set: Adds all files contained in the current Set.
   • Folder: Adds all files in a selected folder on a network or local drive, but not files contained in any of its subfolders. Selecting this option causes the Select Folder dialog to appear. Navigate to the desired folder and select it.
   • Folder and Subfolders: Adds all files in a selected folder on a network or local drive as well as all files within any of its subfolders. Selecting this option causes the Select Folder dialog to appear. Navigate to the desired folder and select it.
3. Select the method by which these documents should be matched from the Match by dropdown:
   • File Name, Page Index: Automatically matches documents by file name, then by page index.
   • Page Label: Automatically matches documents using predefined page labels.
   • Page Region: Uses the text found within user-defined regions to automatically match documents. To define the page region:
     1. Select Select to replace the dialog with a crosshair cursor.

     2. Drag to define a region within the PDF.

        The data in this region should be located in the same place on each PDF. After you define the region, the AutoMark dialog appears.
        
        

     3. To add another region:
        1. Select Add to replace the dialog with a crosshair cursor.
        2. Drag to define another region, which is added to the Selection field in the AutoMark dialog.
        You may add as many regions as you need. Review the sample page label displayed under Preview. If desired, select the Selection field to add text before, after, or between [Regions].
     4. After you define all regions, select OK to close the AutoMark dialog and return to the previous dialog.
        AutoMark is most suitable for documents that are vector-based, are the same size and have the same registration. AutoMark might not work as expected if the pages are different sizes, if some of the pages are not searchable, or if the scans are not properly registered.
   • Manual Correlation: Skips the auto-matching process. Select this option to match documents manually.
4. For each of the Match by options except Manual Correlation, you can define an advanced filter for more control over the auto-matching process. To do so, select Advanced and enter the desired Match Filter. See Advanced Match Options for more information.
5. At this point, you might want to save this batch for future use. To do so, click Save Batch. Files are saved in a BCX format and can be opened later.
   Saved batches can be opened by Batch Compare, Batch Overlay and Batch Slip Sheet.
6. Select Match Pages. The appropriate matching process is run (as determined by the Match by selection above) and the next page of the Batch: Overlay Pages wizard appears.
7. Pages are arranged in matched pairs; pages in the same row are considered "paired" and will be overlayed. Drag and drop a page to move it to a different row (and pair it with a different page).
8. To remove a page from either list, select it and click Remove.
9. To change the default overlay settings, select Edit Defaults. See Editing Default Overlay Settings for more information.
10. To change the folder in which the overlay documents will be saved, click the button to the right of Output Folder and select the desired folder.
11. To return to the previous screen, select Back.
12. Select OK.
    • If you selected Manual Correlation as the Match Pages By option on the previous screen and one or more pages are not paired, they are automatically discarded.
    
13. Review the Summary information provided, which includes the pages that were overlaid and the name of the overlay document that was created for each page pair.

14. To generate a report of the Summary information, follow these steps:
    1. Select Create detailed report.
    2. Choose PDF or CSV under Format.
    3. To change the folder in which the report will be saved, select the button to the right of Output Folder and select the desired folder.
    4. Enter a name for the report in the File name field.
    5. To overwrite an existing file with the same name in the selected folder, select Overwrite Existing File.
    6. To open the file once it's been created, select Open File After Creation.

    7. Select Settings to set additional reporting options. The options available vary depending on what kind of report is being generated:

       PDF

       • Create Hyperlinks: When enabled, the report includes hyperlinks to the current, revised, and unmatched pages, and to the marked up PDF that highlights the differences between them.
       • Stamp Date and Stamp Time: When enabled, adds that information to the footer of the report.
       • Page Size and Orientation: Sets the page size and orientation of the report.

       CSV

       • Create Hyperlinks: When enabled, the report includes hyperlinks to the current, revised, and unmatched pages.
       • Include Column Headers: When enabled, the file includes automatically generated column headers in the comparison report.

15. Click OK.

Advanced Match Options lets you define a custom Match Filter that is used to precisely match pages during the auto-match process.

Wildcard Syntax:

*	Represents zero or more characters that are not a number
#	Represents a series of characters that form a number
;	Separator for specifying multiple filters
?	Represents a series of alphabetic letters
\	Escape character to treat above characters as literal

All other characters are literal.

An assumed * wildcard always precedes the string. For instance, A#;C# is implied as *A#;*C#.

Spaces count as literal characters. Don’t put a space after a semicolon, or the filter will include it.

The default overlay settings in Revu are changeable. To access the default settings, go to Batch > Overlay Pages and select Edit Defaults. Change any of the available settings, as desired, and select OK.

• Appearance: Sets the default line color of the Layers. To change the default line color for a Layer, select the color box and select the desired color.
• Default Background: Set the default background color. The default is transparent. To change the default background colorselect select the color box and select the desired color.
• Default Blend: Determines how the color of overlapping elements are treated.
• Default Opacity: Sets the transparency of the content in the Layer. Range is from 0% (fully transparent) to 100% (fully opaque).
• Auto Align Limit: Filters out objects smaller than the selected limit. Larger values (such as 1/8 inch) may improve performance but don't align smaller details, while smaller values (such as 1/32 inch) may include more detail but could impact performance.
• Advanced Color Shading: When enabled, the overlay process will employ advanced shading methods when blending colors, allowing for greater detail in the resulting drawing.
• Include Flattened Markups: When enabled, overrides the default behavior that ignores markups that have been flattened as "recoverable".
• Position:
  • Rotation: Sets the default rotation (in degrees) of the Layer. Range is from 0 to 360.
  • Scale: Sets the default scale of the Layer, where 1.00 is equal to 100% (so, for example, a 75% scale should be entered as .75 while a 125% scale should be entered as 1.25). Select Scale Adjustment to enable.
  • Offset X & Y: Sets the default offset position of Layer along the X and/or Y axes.