Bluebeam Revu Tool Chest guide

The Tool Chest in Revu stores customized markups for quick access and reuse across PDFs. The Tool Chest allows you to set up, manage, and work with tool sets to streamline your markup workflow.

Access and Display the Tool Chest

To open the Tool Chest panel, go to Window > Panels > Tool Chest. The panel organizes your markups into tool sets, each containing related markups for specific workflows or project types.

The Tool Chest organizes your markups into tool sets; each containing related markups for specific workflows or project types. Each Profile comes with a certain number of additional tool sets enabled by default.

There are two tool sets that are available in all Profiles:

• My Tools is a permanent tool set for markups that you use frequently. Any markup stored in this panel will remain if you close and reopen Revu.
• Recent Tools is a permanent tool set that records recently used markups. This enables you to easily reuse a recent markup without needing to recreate it. Tools in the Recent Tools tool set are temporary; the tool set is cleared when you close Revu. Tools can be saved permanently by moving them out of Recent Tools to another tool set before closing it.

Configure the display to match your working preferences:

• Symbol view: Displays tools as visual icons only.
• Detail view: Displays tools in a table format with Subject, Comment, and Label text for easier identification.
• Size adjustment: Use the slider at the bottom to scale tool icons larger or smaller.

Switch between views by selecting the Properties icon for any tool set and selecting Symbol or Detail.

Work with tool sets

Create a new tool set

When you need to organize markups for a specific project or workflow, follow these steps:

1. Select Tool Chest at the top of the Tool Chest panel.
2. Select Manage Tool Sets.
3. Select Add Tool Sets > Add New.
4. Enter a name for your tool set.
   To make this tool set available in all profiles, select Show In All Profiles.
5. Select OK.

Add markups to tool sets

Revu provides two methods for adding markups to tool sets.

• To add markups to toolsets from an existing markup on a PDF, follow these steps:
  1. Right-click the markup you want to save.
  2. Select Add to Tool Chest and choose the target tool set from the submenu.
• To add markups from Recent Tools, drag the markup from Recent Tools into your desired tool set.

Reorder tools

Drag tools within a tool set to reorder them according to your workflow needs.

Organize tool sets

To change tool set order, follow these steps:

1. Go to Tool Chest > Manage Tool Sets.
2. Drag the tool sets according to your preference.
3. Select OK.

To show or hide tool sets, follow these steps:

1. Go to Tool Chest > Manage Tool Sets.
2. Select or clear tool sets to show or hide them.
3. Select OK.

Manage markup modes and tool behavior

Control how your saved markups behave when placed by choosing between two application modes: Properties Mode and Drawing Mode. These modes determine whether new markups use only the saved appearance properties or create exact duplicates of the original markup.

Properties Mode (default for most tools):

• Creates new markups using only the saved appearance properties.
• Requires you to define dimensions, text content, and positioning.
• Best for maintaining consistent formatting while varying content.

Drawing Mode:

• Creates exact duplicates of the original markup.
• Preserves dimensions, text, positioning, and all other attributes.
• Best for repeated placement of identical elements.

To toggle between modes, double-click any markup, or right-click a markup and select Properties Mode or Drawing Mode. You can also select multiple markups before you right-click and select Toggle Mode.

Set Up Tool Scaling

When working with drawings at different scales, configure tool sets to automatically adjust:

1. Select the Properties icon for your tool set
2. Select Set Scale.
3. Define the baseline scale.
4. Select Apply Scale.

Toggle scaling using the scale icon that appears next to the tool set name. Tools scale automatically when placed on calibrated drawings. Once placed, each tool's scale becomes fixed.

Share and collaborate with tool sets

Sharing tool sets helps your team work consistently and efficiently. You can export your custom tool sets, import tool sets from others, and set up shared tool sets on a network for collaborative editing.

Export tool sets

To share a tool set with others, follow these steps:

1. Select the Properties icon for the tool set you want to share.
2. Select Export.
3. Choose a save location and file name for the .btx file.
4. Select Save.

The tool set saves as a .btx file, which you can distribute to your team.

Import tool sets

To add a tool set someone else has shared with you, follow these steps:

1. Go to Tool Chest > Manage Tool Sets.
2. Select Import.
3. Browse to and select the .btx file.
4. Select Open.

Work with advanced tool features

Manage recent tools

Customize how recent tools work to fit your workflow:

• To set how many tools to remember: Select Properties next to Recent Tools, select Maximum Recents, and choose the number.
• To clear your recent tools: Select Properties > Clear Recents to empty your current session.

Access collapsed tool sets

Save space without losing access to rarely used tool sets:

1. Select the collapse arrow next to any tool set name.
2. To use a tool without expanding the set, select the flyout arrow that appears to the right of the tool set.
3. Choose your tool directly from the flyout menu.

Features

Markup

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