Set up Revu and Claude

You can connect Revu with Claude to enhance your PDF workflows using AI. Once connected, you can ask Claude questions about your open documents, run text searches, create summaries or reports, reformat content, and more.

To set up Revu and Claude to work together, follow these steps:

1. Install Revu 21.9 or later.

2. Open and log in to Revu, and then close Revu.

3. Download and install the Claude desktop app.

4. Sign in to the Claude desktop app. If needed, sign up for Claude at claude.ai.

   Learn about Claude tokens and subscriptions
   

   Consider tokens to be the currency of conversation with most AI models. Every word, punctuation mark, image, attachment, etc., is made up of a certain number of tokens. When you send a message or attachment, you "spend" tokens. Longer messages and documents cost more tokens than shorter ones. When the AI model replies to your message, it also "spends" tokens to generate the response. A detailed answer costs more tokens than a simple "Yes" response.

   The number of tokens available depends on your chosen AI model and your subscription plan with that AI provider.

   Bluebeam can't control the number of tokens used in a conversation, refresh your token budget, or let you know how many tokens you have left.

   Some AI models do not use a token system, but may still limit your interactions. See the help documentation for your chosen AI model to learn more.

5. Completely quit Claude (either from the tray icon or Task Manager).

6. Open Revu, go to Revu > Preferences > Admin > MCP, and select MCP Enabled, and select OK.

7. Close and reopen Revu.

8. Go to Revu > Preferences > Admin > MCP, and select Claude for Windows.

9. Open the Claude desktop app, select Add files, connectors, and more > Connectors, and confirm that Bluebeam is listed and selected.

   If you don't see Bluebeam listed, try the following:

   • Completely quit Claude (either from the tray icon or Task Manager) and restart.
   • In the Claude desktop app, open the menu and go to Help > Troubleshooting > Clear Cache and Restart.

10. With a PDF open in Revu, try a basic prompt in the Claude desktop app: In the active PDF in Revu, how many pages are there?
    Or, select Add files, connectors, and more > Connectors > Add from Bluebeam, and select a preconfigured prompt:

    • Search and replace in markups: Enter the text to find and replace, and select Add prompt.

    • Text comparison: Compare text between two PDF files in Revu. Select the TXT box in the prompt window for details.

    • Batch search and highlight: Enter the text to search for and the highlight color, and select Add prompt.

    To learn best practices for creating prompts, see Revu and MCP.

    If you don't see the chat page in the Claude desktop app, open the sidebar and select New Chat. For an incognito chat, select the Use incognito icon in the top right corner. For more details on incognito chats, see the Security FAQs.

Manage the Bluebeam connector in Claude

1. In the Claude desktop app sidebar, select Customize.

2. Select Connectors.

3. Select the Bluebeam connector.

4. On the Bluebeam connector page, you can choose when Claude is allowed to use each tool or use the dropdown list to apply the selection to all tools at once. To learn more about each tool function, see the General FAQs.

How-To

AI and MCP

Revu 21