How to create and save custom markups in the Tool Chest

Applies to:

  • Revu 21
  • Revu 20

Add markups to the Tool Chest

The Tool Chest stores custom markups so you can quickly add them to your PDFs without having to recreate them. The Tool Chest comes pre-loaded with several collections of markups called tool sets. You can create your own tool sets with individual or grouped markups and share custom tool sets with other users.

If you're a Revu 21 user, your subscription level determines which tool sets are available to you.

To add a markup to the Tool Chest:

  1. Open a PDF drawing in Revu.
  2. Select Tool Chest.
  3. Right-click the markup you want to save, click Add to Tool Chest, and then select the desired tool sets.

The following markups cannot be included in tool sets:

  • Notes
  • Hyperlinks
  • File attachments
  • Text editing tools ( Review Text, Underline, Squiggly line, Strikethrough, and Text Highlights)
  • Symbols that already have a Sequence or Action defined.

Set custom markups as default

  1. Select a tool you want to customize, such as the Text Box, Cloud, or Polyline tools.
  2. Right-click the markup, and select Properties.
  3. Adjust the tool properties, such as the color, line size, or font size.
  4. Go to the bottom of the Properties Panel and select Set as Default.

The customized markup tool appears with the default properties you set.

Group multiple markups and add them to the Tool Chest

Markup tools in Revu can be grouped together, allowing them to be moved, resized, copied, and added to the Tool Chest as an individual markup.

  1. Hold the Shift key to select multiple markups.
  2. Right-click one of the selected markups and select Group.
  3. Right-click the grouped markup, click Add to Tool Chest, and then select the desired tool set.

Create and import tool sets

You can create new tool sets to better organize the custom markups that you create. The new tool set will automatically display in the Tool Chest and will be available as an option when you select Add to Tool Chest.

Add a new tool set

To add a tool set to your Tool Chest, perform the following steps:

ClosedRevu 21

  1. In the Tool Chest panel, select the Tool Chest dropdown, and then click Manage Tool Sets.
  2. Select Add > Add New.
  3. Enter a title, then select OK.
  4. In the File Explorer, choose a location to save the tool set.

Closed Revu 20

  1. In the Tool Chest panel, select the Tool Chest dropdown, and then click Manage Tool Sets.
  2. From the Manage Tool Sets dialog, select Add.
  3. Select New, enter a title, then click OK.
  4. In the File Explorer, choose a location to save the tool set.

Add an existing tool set

You can also add a tool set that's been imported or shared with you as an existing .btx file.

To add an existing tool set, perform the following steps:

ClosedRevu 21

  1. In the Tool Chest panel, select the Tool Chest dropdown, and click Manage Tool Sets.
  2. Select Add > Add Existing.
  3. In Windows File Explorer, select the tool set (.btx) file.
  4. Ensure Display and Show In All Profiles are selected.
  5. Select OK.

ClosedRevu 20

  1. In the Tool Chest panel, select the Tool Chest dropdown menu.
  2. Select Manage Tool Sets.
  3. Select Add
  4. Select Existing and enter the full or relative path to the .btx file.
    Entering the full path will locate a .btx file on your local drive, while using a relative path will access a tool set according to its folder location. A relative path is helpful if you're trying to add a tool set saved on a shared drive or in a DMS.
  5. Under Options, ensure Display and Show In All Profiles are selected. Select Relative Path if you entered a relative path above.
  6. Select OK.

For more information about importing tool sets, please see How to share Tool Sets.

Properties mode vs. Drawing mode

Markups in the Tool Chest can function in two different modes. Drawing mode creates an exact copy of what you've added to the Tool Chest. Properties mode creates a new markup using the same visual properties of the original markup (i.e. color, shape, and size).

Double-click the icon in the Tool Chest to switch between modes. The icon will change to show the difference between the two modes.

Grouped markups and Stamps are always in Drawing mode.

Symbol view vs. Detail view

When you have several similar markups saved in your Tool Chest, it can be difficult to tell them apart when using the default Symbol view.

Detail view displays markups in a tool set alongside information like Subject, Comment, and Labels, making it easier to distinguish between them.

To change the display of a tool set:

  1. Select the Settings icon for the desired tool set(s).
  2. Select either Symbol or Detail.

How-To

Revu 20

Markup

With Revu, you can create your own tool sets with individual or grouped markups, and share custom tool sets with other users. Get started with these steps.