Create a revision history for Studio Session PDFs

Applies to:

  • Revu 21
  • Revu 20

Although Studio Sessions don't maintain a revision history of your files, it is possible to create one by adding files to a Session directly from a Studio Project. Use this workflow to create a revision history by updating your project file with new versions from the Sessions.

Things to consider

Before we get into the specifics of this workflow, there are several factors to consider:

Supported file types

Although Studio Projects support any file format that's compatible with programs on your machine, Sessions only support PDFs, so this workflow only applies to this file type.

How many files are you adding to the session?

While Studio Projects offers unlimited file size and storage, each Studio Session accommodates a maximum of 5,000 documents with a 1 GB size limit per file. If the original project contains more than 5,000 files, modify the workflow by creating multiple Sessions.

To learn more about collaborating in large Projects, see our Best practices for Studio.

Make adjustments first

If you're going to upload files that need to be calibrated or have custom columns or custom statuses added, make these changes before adding them to the session. This step is important because, although you can calibrate a drawing in the Session, the scale will reset to its original value when you leave the Sessions.

If you add a file to a Sessions before you make these changes, remove it from the session and add it again after making the changes.

  1. Right-click the document in the Studio Sessions panel, and select Delete.
  2. Return to the Studio Project panel, right-click the file, and select Undo Check Out.

Add your project file to a Session

  1. Start a project, and upload the PDF you'd like to use in the Sessions.
  2. Right-click the document, and select Add to New Session.
  3. Enter a name for the new Session, and select OK. The new Session opens automatically and shows that the document has been checked out to the Session .
    To add more documents to your Session, select the desired documents in a Project, right-click, and select Add to Existing Session > [Your Session].
  4. To create a new revision in the Project after marking up the document, right-click the file name in Sessions, and select Update Project Copy.
  5. In the Check In dialog, enter any comments, and select Check In. A copy of your work is added to your original Project as the latest document revision.
    A Request Received message will appear once the check-in request is received.

To view the revision history of a document in Projects, right-click the file name, and select Revision History. Once all the work in the Sessions is complete and you've finished creating your revisions, you can finish the Sessions, and upload a Session Report to the project.

How-To

Studio

Revu 20

Revu 21