When asked “How do I add my company logo to my PDF Summary Report” I’ve seen numerous answers like:

• Go to Tools | Markup | Image
• Create a stamp, place it on your report and right click on the Stamp to Apply to Pages…
• Make a stamp and use Batch Stamp to apply it to pages
• Make a PDF Summary Template

If efficiency is your goal the best answer is the last choice. Using a PDF Summary Template eliminates having to perform another process like manually adding your logo image or other information after the report is generated. Because you can create more than one template, you may also create project specific templates. So let’s get started!

PDF Summary Template Basics

Learn from the video or learn faster, by performing the tasks as you go thru the outlined steps below!

• Go to Tools | Markup | Image
• Create a stamp, place it on your report and right click on the Stamp to Apply to Pages…
• Make a stamp and use Batch Stamp to apply it to pages
• Make a PDF Summary Template

If efficiency is your goal the best answer is the last choice. Using a PDF Summary Template eliminates having to perform another process like manually adding your logo image or other information after the report is generated. Because you can create more than one template, you may also create project specific templates. So let’s get started!

Create Your Template:

1. Select New PDF and fill out the dialogue box as below. Change to Landscape if you have Summary Reports oriented that way.

You can create many Templates.

2. Using Markup Tools, add your Logo, Company Name or other info to the top (or bottom) of the page.

If you have a project image, a spot for Project Name or Completion Date these would be placed on your template and saved with the Project name appended to the Template Name.

3. Once you have the the content you want on your page, Click File | New PDF from Template | Save As Template

NOTE: Your templates are stored in the default folder if Revu is installed on your local hard drive C:\Users\Yourname\AppData\Roaming\Bluebeam Software\Revu\20\Templates or on if using Bluebeam via the cloud or from a network drive (see you IT staff).

4. Test it out on a document with markups by opening up the Markup List and choosing the PDF Summary. Once there Import the Template you saved in step 3 above by clicking the Import Icon (marked by the yellow arrow) on the Output tab of the Markup Summary Dialogue box.

5. It will import your template, and then display the output area. Adjust the output area by dragging any of the 4 blue handles with your mouse and click OK when done. Now run your PDF Summary Report report with your new template (rather than None in the Template dropdown)!

In conclusion, using templates will make your team more efficient, your reports professional looking, and keep your marketing and branding consistent when using Bluebeam Revu. Tip: Customizing the PDF Summary Templates to match the purpose of the report: Punch, Estimate Takeoff by Discipline, etc. allows for more efficiency. Now go get ’em Bluebeamers!

Templates can also be used for creating fillable forms, checklists and other documents you use frequently There are even templates for email. Check out this previous blog post Bluebeam Tip: Email Templates and learn more today.

The post PDF Summary Template Creation in Bluebeam appeared first on Hagen Business Systems.

Email templates can be prefilled with To, CC, BCC, Subject, and Message so you can create a template for a specific Architect when sending an RFI, like this that reduces keystrokes for your project manager:

To create an email template in Bluebeam, click File
and hover over the down arrow next to Email, then select Manage E-mail Templates
If you have a large project with over 100 RFIs expected, you may want to put the Project Name in the Subject line and save the template as RFI to specific Architect for Project XYZ. Obviously you can do the same thing for submittals and to other recipients you frequently email.
What you end up with is a dropdown to select from like this (right). Email templates are especially handy for project managers assigned to one project for an extended timeframe.

Note that the dropdown list appears in alphabetical order. Be careful to create a good naming convention either by type of correspondence (RFI, Submittal, etc), by project name, or by recipient for consistency and ease of use.

Question for my readers:
What Document templates have you created beyond the Fax, Field Report, Invoice, Memorandum, Punch, RFI and submittal choices delivered with Bluebeam Revu? Please share your list of templates and forms in the comments.

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Next week I’ll cover notifications inside Bluebeam Studio.

The post Bluebeam Tip: Email Templates appeared first on Hagen Business Systems.