Save and share custom statuses in the Markups List

Applies to:

  • Revu 21
  • Revu 20

The Markups List automatically records every markup on a PDF. By setting statuses, you and your teammates can show whether a markup is Accepted, Rejected, Cancelled, or Completed. Revu comes with several default status models, but you can create your own to match project workflows and keep everyone in sync.

View and set statuses

You can set statuses for your markups in the Status column of the Markups List. If the Status column isn’t visible, select Markups List > Columns > Status.

To apply a status to a markup, perform the following steps:

  1. Right-click a markup in the Markups List or on the drawing.
  2. Select Set Status > Model Name > Status Name.

Use status shortcuts

This feature requires Revu 21.

After you select a markup, you can quickly set its status using keyboard shortcuts, hold Shift and select a number (1–9) on your keyboard to apply the status in that position within your active status model.

You can arrange the order of statuses in the Manage status dialog. Only the first nine statuses in the list are accessible with a shortcut.

If you have more than nine statuses, use the right-click menu to select any status after the ninth.

Customizing your status order in Manage status helps you put your most-used statuses within easy reach.

Create custom statuses

If the statuses included in Revu don't fit your project's workflow, you can create your own. In order to create custom statuses, a custom model must be created first.

Revu 21 users must have a Core or Complete subscription plan to create custom statuses.
  1. Open the Markups List.
  2. In the Status column, select the icon and select Manage Status..
  3. Select Add.
  4. Enter a name for the model and select OK.
  5. Select the new model in the Models list.
  6. Under States, select Add.
  7. Enter a name.
  8. (Optional) Enter the Text Revu will add to grouped Text Box markups.
  9. (Optional) Select Color and choose the markup color Revu should apply.
  10. Select OK.
  11. Select OK to close the Manage Status.

The custom model will now appear in the Set Status list as a submenu with its associated, custom statuses inside it.

You can now use your custom status when selecting a status from the Markups List. For tracking purposes, the Status column in the Markups List includes user information and a date/time stamp.

Choose where to save custom statuses

There are two places you can save custom statuses: a profile or directly to a PDF. Where you should save your custom statuses depends on what you plan to do with your PDF. The table below offers an overview of the differences between saving custom statuses to a PDF or to a profile.

Save to PDF

The custom status becomes part of the PDF. Anyone who opens or joins a Studio Session with this file sees and can use the statuses.

Consider this option if:

  • You plan to upload the PDF to a Session.

  • You want collaborators to use the same statuses.

Save to profile

The custom status stays with the active Revu profile. It isn’t stored in the PDF unless you add a markup and save the file.

Consider this option if:

  • You want the statuses available whenever the profile is active.
  • You plan to reuse the statuses in other PDFs.

To save the status model to the PDF, create your custom statuses and then save the PDF.

To save the status model to the current Profile:

  1. In the Markups List, select the Status icon and select Manage Status.
  2. In the Manage Status dialog, select the status model you want to save and click Save to Profile.

Share custom statuses with collaborators

How you share your custom statuses depends on whether you've saved them to your profile or to the PDF.

If you've saved custom statuses to your PDF, you can create a Session with that PDF to make your custom statuses available to everyone in the Session. This is generally the preferred method for collaborating in Studio.

If you want to share them between collaborators in a Session, be sure to add the custom statuses to the PDF before adding it to the Session. Custom statuses created during a Session will not become available to collaborators.

If you've saved custom statuses to your profile, you can share that profile with others to make it available to them. However, if the PDF you're working in has its own custom statuses, the custom statuses in the PDF will be available and those saved in the profile will not.

How-To

Revu 21

Revu 20

Markup

Learn how to create and share your own custom statuses in Revu.