Working with Profiles

Revu comes preloaded with several Profiles that are geared toward specific jobs and functions, including:

Advanced: For users who need a broad range of advanced markup features and precise control over markups and measurements and their properties.

Construction: For construction professionals who work with large drawing sets and smart documents and need robust markup, editing, and collaboration tools.

Design Review: For users who need in interface tailored for design review and collaboration with customizable tool sets that contain essential features for drawing navigation, markup and measurement.

Office: For users who review and proofread documents and need the most frequently used markup and editing tools with a simplified interface.

Oil & Gas: For users working with piping & instrumental designs (P&IDs) and process flow diagrams (PFDs) who need specialized tool sets geared toward those tasks.

Punch: For users completing a punch process.

Simple: For users who need to maximize screen space for viewing PDFs but also want to access the Command bar and document tabs for quick navigation between files.

Tablet: For tablet PC user, this Profile reorients the interface vertically and exposes only key markup and editing tools to maximize screen space while panning, zooming, writing and drawing with a tablet PC stylus.

Takeoff: For estimators and specifiers who need to view plans and specs, conduct quantity takeoffs or add markups to their PDF files.

Click the arrow to the right of the  Profiles button from either View > Profiles or from the Navigation bar (use the keyboard shortcut F4 to show it if it's hidden) to prompt a list of available Profiles. The Profile that is currently active will be checked. To change Profiles, simply select another one from the menu. Once selected, the Revu interface will update based on the settings defined in the new Profile.

There are several functions available from the Manage Profiles dialog box, including renaming existing profiles, adding new profiles, importing and exporting profiles, and deleting profiles.

Go to View > Profiles or click Profiles on the Navigation Bar to open the Manage Profiles dialog box.

Active: Switch between active profiles by selecting from this dropdown list.

Import: Click to import an existing profile saved on a local or network drive. See Importing and Exporting Profiles for more information about importing Profiles.

Note: Double-clicking a .bpx file from Windows Explorer will automatically import it.

Export: Click to export a selected profile. This option is only available when a profile is selected from the Profile list. See Importing and Exporting Profiles for more information about exporting Profiles.

Include Dependencies: Embeds tool sets, bookmark Structures™ (eXtreme only), hatch patterns and line style sets in the exported Profile.

Add: Click to name the current configuration and add it as a profile. See Creating Custom Profiles for more details.

Modify: Click to rename a selected profile. This option is only available when a profile is selected from the Profile list.

Delete: Click to delete a selected profile. This option is only available when a profile is selected from the Profile list.

Location: Define the location of shared, centralized profiles. Click the button to the right of the field to browse to the centralized location. Any new or modified profiles stored in this location will be immediately available. They cannot, however, be permanently modified by individual users: any changes a user makes to a shared profile only affect that user and are lost when Revu is closed.

When going offline, users can continue to use the shared profile that was active when they went offline. The user would not receive updates to the profile until they went back online, however. Similarly, other shared profiles would be available to an offline user, but might have reduced functionality (notably, some tool sets might be unavailable).

Note: Users can save modified, local copies of shared profiles by clicking Add. Such profiles will not be available to other users and will not benefit from updates made to the centralized profile.

In addition to the default Profiles that come with Revu, users can create Profiles that are tailored specifically to their needs.

To create a custom Profile:

1. Configure the Revu interface as desired, arranging toolbars, tabs, panels and so on as needed. This configuration will be the custom Profile.

2. Go to View > Profiles or click Profiles on the Navigation Bar to open the Manage Profiles dialog box.

   

3. Click Add. The Add Profile dialog box opens.
4. Enter the name of the custom Profile in the Name field and click OK. The Add Profile dialog box closes and the new Profile is added to the Profiles list and selected as the active Profile.
5. Click OK to close the Manage Profiles dialog box.

To save changes to a Profile:

1. Click the arrow to the right of the  Profiles button from either View > Profiles or from the Navigation bar (use the keyboard shortcut F4 to show it if it's hidden) and select the desired Profile.
2. Make any desired changes to the Revu interface, then go to Profiles > Save Profile. The selected Profile will be replaced with the current interface configuration.
   • Changes to a Profile are also saved automatically when Revu is closed.