Bluebeam Frequently Asked Questions

To set up Bluebeam to allow review studio sessions from Document, you'll need to set up at least two studio accounts that both have an active Prime Subscription. 

• First Account - A service account that is linked and set up in Project Settings → Miscellaneous tab. 

  

  The best practice would be for the customer's IT department to create a shared mailbox like bluebeam.serviceacct@company.com to be used. Someone in the customer’s company will need access to this mailbox to click the link in the activation account email from Bluebeam in case the password needs to be reset. Once this has been set up, activated and Prime Subscription assigned, it can be linked to the project via the Project Settings > Miscellaneous tab.

• Second account - For the Review Initiator (usually the Document Controller). Additional Review Initiator will also need to have a prime subscription associated with his/her Studio Account. Reviewers do not need to have a subscription and can just be left as a free account. All the Bluebeam Studio accounts need to be under the same domain as the company's prime account. This is almost always studio.bluebeam.com which is represented by the US flag in both Revu 2019 and 2020. Once the account is activated, and Prime Subscription has been assigned, user can link the Studio Account to InEight Document’s account via the User Preference →  Integrations tab.

  

The email address for the Review Initiator and Reviewers MUST match the email address used in Document. When created, you'll get an activation email that must be completed before you can start/participate in reviews.

Reviewers can open a session, leave, and re-join so long as they do not change my status reason to Finished. Once the status has been changed to finished, the middleware will close the session for that user.

Yes, the option “Allow review coordinator to edit PDF files with Bluebeam review in release wizard” in Project Settings should be enabled. If it’s not enabled, the "Open" button will not be visible from the Release screen for the Review Coordinator to open the Document in Bluebeam. Opening the session via the session button only allows you to see the session data, however, the actual session is read-only at this point, and the Review Coordinator cannot change anything.

No, InEight Document will automatically open Bluebeam and will provide the login box for standard users, or automatically log the user in if using SSO and open the document.

The ClickOnce extension is required when using Google Chrome browser and it might not be installed. Refer to section 2.3 for further details. 

It can take a few minutes for the middleware to update the document, or it could take a few seconds. If it's been longer than an hour, please contact InEight Support team for assistance.

The document needs to be saved first prior checking in the document.