How to create a revision history for Studio Session PDFs | Revu 21

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Applies to:

  • Core
  • Complete

Although Studio Sessions don’t maintain a revision history of your files, it’s possible to create one by adding files to a Session directly from a Studio Project. Use this workflow to create a revision history by updating your Project File with new versions from the Session.

Things to consider

Before you begin, consider these factors:

Supported file types

Although Studio Projects support any file format, Sessions only support PDFs.

How many files are you adding to the Session?

While Studio Projects offers unlimited file size and storage, 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.

To learn more about collaborating in large Projects, see our Best practices for Studio.
Make adjustments first

If you’re going to upload PDFs 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 step 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 you add a PDF to a Session before you make these changes, remove it from the Session and add it again after making the changes.

  1. Right-click the document in the Studio Sessions sidebar, and select Delete.
  2. Return to the Studio Project tab, right-click the file, and select dms_check_out_undo Undo Check Out.

Add your Project file to a Session

  1. Start a Project, and upload the PDFs you want to use in the Session.
  2. Right-click the document, and select Add to New Session.
  3. Enter a name for the new Session, and select OK. The new Session opens automatically, and shows that the document is checked out to the Session.
    To add more documents to your Session, select the desired documents in a Project, and then right-click to select Add to Existing Session > [Your Session].
  4. To create a new revision in the Project after marking up the document, right-click the file name in Sessions, and select dms_update_server_copy Update Project Copy.
  5. In the Check In dialog, enter any comments, and select 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.

To view the revision history of a document in Projects, right-click the file name, and select Revision History. Once all of the work in the Session is complete, and you’ve finished creating your revisions, you can finish the Session, and upload a Session Report to the Project.

How-To

Studio

Studio Sessions don’t maintain a revision history of your files. You can create one by adding files to a Session directly from a Studio Project. Use this workflow to create a revision history.