Setting up the Bluebeam review process

The InEight Document default review process allows users to; view and mark-up PDF and other file formats using TeamView, make text comments, and attach external files related to comments.

With Bluebeam Studio’s integrated review process, however, Bluebeam Studio Sessions are used instead of TeamView to review PDF files. Document review is set up in InEight Document using predefined attribute-based review teams or free form review teams as normal. Once the review is activated, a Bluebeam studio session will be created.

The steps to establish a Bluebeam review process are as follows.

1. Setup a Review Y/N Rule in InEight Document with a ‘Status’ that triggers a review.

   

2. Ensure the Review Initiator is set to manually activate the workflow in InEight Document. If the review is activated automatically, the standard InEight Document review process will occur instead.

   

3. Users complete their reviews via Bluebeam Revu/Vu and set the status in Bluebeam as Finished. Until they complete their review, any existing Bluebeam Studio Session functionality, such as leaving the session temporarily, notifying other users, and chatting with other participants can be carried out as per the standard Bluebeam studio session processes. [Please refer to Bluebeam website for further information]

4. If the review process has any optional reviewers, they will also be added to the session and allowed to make comments using Bluebeam during their review sequence.

5. If the review step is configured using “Either” option, all reviewers in that step will be added to the session. Upon completion of review by any one of them, the review process will move to the next step.

Reviewers can also use InEight Document to complete the document review but this will also complete the review in Bluebeam. This may be required to markup alternative view file formats during the review.