Sets (Advanced) Preferences

The Sets (Advanced) Preferences contain settings for the control of advanced filter options in Sets in Revu. Select Sets (Advanced) from the Preferences dialog box to view or modify these preferences.

To open the Preferences dialog box:

• Go to Settings > Preferences or press CTRL+K.

Sort Tagged Sheets By Sheet Number: When enabled, tagged sheets will be automatically sorted by the sheet number. Only applicable when the Sheet Number tag is in use. Any sheets in the Set that do not have a Sheet Number tag will be sorted by the Sort By preference found in Sets Preferences or determined when the Set is created.

Stack Multi-Page Documents: When enabled, multi-page documents will be automatically stacked by index (ascending).

Revision Filter: Filters can be applied to a Set if the file naming or page labeling convention supports a revision strategy. Select the type of revision filter to be used. Options include:

• Auto: Revu will automatically determine the revision naming strategy by analyzing the file names in the Set and apply appropriate filters. So long as the file naming convention is consistent, this option should work in most cases. See Auto-Matching in Sets for more information.
• Wildcard: Uses the wildcards defined in the Wildcard Filter field (below).
• Off: Turns off the use of revision filters, but saves the current configurations (they just go unused so long as this option is set).

Stack Revisions By: Selections available here are determined by the Sort By selection in the Sets Preferences. If the Set is being sorted by a single field, this option will be grayed out. Otherwise, select the field that the Revision Filter (above) will be applied to.

Wildcard Syntax: This field is only available when Revision Filter (above) is set to Wildcard. Enter the desired Wildcard conditions.

Some notes regarding Wildcard syntax

* Represents zero or more characters

# Represents a series of characters that form a number

? Represents a series of alphabetic letters

; Separator for specifying multiple filters

\ Escape character to treat above characters as literal

All other characters are literal

Example: *A# means any characters followed by an 'A' then a number.

Previous Revisions: Select an option to determine how previous revisions of documents will be displayed in this Set.

• Hide: Hides any previous revisions when viewing a Set.
• Gray Out: Grays out any previous revisions.
• Cross Out: Crosses out any previous revisions.
• Show: Shows previous revisions in the Set and the workspace.

Current Revisions: Select an option to determine how revisions will be displayed in this Set.

• Highlight: Places a highlighted border around the outline of the thumbnail.
• Stack: Stacks revisions on top of each other and places a blue arrow on the thumbnail, which can be clicked to see the revisions.

Copy markups to newly added revisions: When enabled, Revu copies the unflattened markups from current revisions over to their new revisions.

Unflatten Markups before Copy: Select this option to unflatten any flattened markups on the current pages before performing the copy.

Flatten Markups after Copy: Select this option to flatten markups on the new pages after performing the copy.

Stamp previous revisions 'Superseded': When enabled, Revu applies a "Superseded" stamp to the PDF of previous revisions, informing users who view the PDF—even outside the Set—that a new revision exists.

Tags Preferences: Determines default tags used when creating new Sets.

Setting up Tags Preferences

Click Tags Preferences to open the Default Tags Preferences dialog box. From here, you can add, remove, and reorder default tags as well as choose to use any or all of the available extrapolated tags.

To add a new tag

1. Click . The Tag Field Editor dialog box appears.

   

2. To add one of the standard tags, select the Select Tag Field tab and select the desired tag from the menu.
3. To add a custom tag, select the Custom Tag Field tab, then enter the desired Name of the tag and select the appropriate tag Type.
4. Click OK.

To remove a tag

1. Select the tag to be removed.
2. Click .

To reorder a tag

1. Select the tag to be moved.
2. Click Up or Down, as appropriate.

Some tags (Revision, Discipline, and Sheet Type) can be extrapolated from sheet numbers, if desired. To do so, select any or all of the following options:

• Add Tag: Revision Number based on Sheet Number: When enabled, the Revision tag will be automatically extrapolated from the Sheet Number tag. If the drawing's sheet number already exists within the Set, Revu will assume it is the next revision of that sheet. This option is only available when the Sheet Number and Revision Number tags are enabled. If either is not currently included in the list of tags being used, enabling this option will add it automatically.
• Add Tag: Discipline based on Sheet Number: When enabled, the Discipline tag will be automatically extrapolated from the Sheet Number tag. This option is only available when the Sheet Number and Discipline tags are in use. If either is not currently included in the list of tags being used, enabling this option will add it automatically.
• Add Tag: Sheet Type based on Sheet Number: When enabled, the Sheet Type tag will be automatically extrapolated from the Sheet Number tag. This option is only available when the Sheet Number and Sheet Type tags have been added to the Set. If either is not currently included in the list of tags being used, enabling this option will add it automatically.

Revu 2017 & Below

Help Guide

Preferences