Manage large PDFs with Sets

Applies to:

  • Revu 21
  • Revu 20

A set can load multiple PDFs in Revu as if they were one document. Any revisions that are present are automatically grouped with their appropriate pages. Revu can also detect the sheet name and use it to automatically sort the documents by discipline. Since the files are hyperlinked rather than combined, you can load and navigate files quickly. You can organize files in folders. You can also share sets with your coworkers.

This feature is only available with a Core, Complete, or Max plan.

For information on Sets Preferences, see this article.

Create a Set

To create a set, open the Sets panel. If the Sets panel doesn't appear on your screen, go to Window > Panels > Sets to activate it.

  1. In the Sets panel, select Sets > New Set.
  2. Select Add, and select the files you want to include in your set.
  3. Select OK.
  4. Select Select, and then drag around the area of your document where your sheet name or number appears.

Revu will use AutoMark to tag and name these articles, and present a table of the named sheets where you can edit any mistakes from the AutoMark process.

If you're satisfied with the sheet names, Revu will use these names in the set.

To save your set, select Sets > Save Set.

Navigate Sets

Navigate through your files with the Sets panel. If a particular sheet contains revisions, use the arrows just below the thumbnail to look through them. Pages with revisions will show additional pages stacked beneath their thumbnail.

Categorize Sets

To edit how Revu categorizes your PDFs, go to Preferences > Sets > Categories in the Preferences menu. During the AutoMark process, Revu will attempt to identify which discipline the PDF belongs to based which letter in the filter column matches the beginning of the sheet name. To change either the discipline name or the letter used to identify a discipline, double-click the row.

The default disciplines in Revu are based on AIA Standards. International users who follow other CAD standards must set up their own categories prior to creating sets.

After you define the disciplines, browse sheets by discipline to make navigation even easier.

Share Sets

You can only share sets with users who have access to the same file paths in the set. The easiest way to share a set is to use the following procedure to save the set file (.bex) and accompanying PDFs to a shared network drive:

  1. Create or move a folder containing all of the relevant PDFs in a set to your network drive.
  2. Create a set using the steps above.
  3. Go to Sets > Save Set As, give your set a name, and save it on the network drive.

If you don't have a network drive, you can share a set by compressing the set as a .zip and sending the compressed file directly to your coworker.

To do this, create a folder that contains the .bex file and the PDFs in the set. Make sure that the links in the set are relative and point to the correct locations within the folder, then send the compressed folder in an email or a file-sharing system.

Once the files are in the correct place:

  1. Go to Sets > Open Set.
  2. Navigate to the .bex file you saved earlier to select it.

If you ever get stuck or if you want to try even more Sets features, be sure to check out Sets in the Bluebeam Help Manual.

Work with tags in a Set

To add, edit, or remove tags in a Set, see Working with Tags.

How-To

Revu 21

Revu 20

PDF Management

Working with large amounts of PDFs can be tedious. Using Sets in Revu can help.