How to create a revision history for PDFs in Sessions

Applies to:

  • Revu 20

Although Studio Sessions don't maintain a revision history of your files, it is possible to create one by adding files to a Session directly from a Studio Project. Using this workflow, you create a revision history by updating your project file with new versions from the session.

Things to consider

Before we get into the specifics of this workflow, there are several factors to consider:

Supported file types

Although Studio Projects support any file format that's compatible with programs on your machine, sessions only support PDFs, so this workflow only applies to this file type.

How many files are you adding to the session?

While you can upload as many files as you'd like to a project, each Studio Session accommodates a maximum of 5,000 documents, with a 1 GB size limit per file. If the original project contains more than 5,000 files, you'll need to modify the workflow by creating multiple sessions, as described in this article.

Make adjustments first

If you're going to upload files that need to be calibrated, or have custom columns or custom statuses added, you should make these changes before adding them to the session. This is important because, although you'll be able to calibrate a drawing in the session, the scale will reset to its original value when you leave the Session.

If a file was pushed to a session before these changes were made, you'll need to remove it from the session and add it again after making the changes.

  1. Right-click the document in the Studio Sessions panel and click Delete.
  2. Return to the Studio Project panel, then right-click on the file and click Undo Check Out .

Adding your project file to a Session

  1. Start a project and upload the PDF you'd like to use in the session.
  2. Right-click on the document name and click Add to New Session. Enter a name for the new session and click OK. If you'd like to add multiple documents to the session, you can select all of the desired documents in a project, and then right-click one and select Add to [Session Name].
  3. The new session opens automatically and will show that the document has been checked out to the session.
  4. Once you've marked up the file in the session and want to create a new revision in the project, right-click on the file name and click Update Project Copy . A Check In dialog box appears.
  5. Enter any desired comments and click Check In. A copy of your work is added to your original Project as the latest document revision.
    A Request Received message will appear once the check-in request is received.

If you go back into the project, you can open the Revision History to see a list of your document revisions. Once all the work has been completed in the session, and you've finished creating your revisions, you can finish the session, and upload a Session Report to the project.

How-To

Studio

Revu 20