Creating a Sequence Tool in Bluebeam Revu 2019

We’re often asked by customers about how to create a custom tool set that will sequentially count each time you pick a spot on the PDF.  Using the Count function in Revu is great, and it keeps a running total for you in the markup list. But, how about an incremental visual object on the plan? That’s where sequences come in.

A sequence in Bluebeam is a Tool Chest feature that allows a text based markup to have a sequence assigned to the primary text element so it will increase in value each time that the tool is added to the PDF. Creating a Sequence Tool in Bluebeam Revu 2019 is easy.

Things you should know about Sequences in Bluebeam Revu:

  • You can use either letters or numbers for sequences
  • All versions of Revu allow for sequencing
  • Sequences are easily available in your Tool Chests
  • You can convert markups to sequence tools
  • You can disable a sequence, allowing you to place the base markup, then resume
  • You can reset a sequence allowing you to place multiple sequences on a PDF using the same Sequencing tool
  • You can resume a sequence that you thought you had finished
  • You can Reset Sequences per Page or Document

In Bluebeam Revu 2019, you can create a sequence tool by following the step-by-step instructions below.

What you’ll be creating can be as simple or as detailed as you need. You’ll need to have a text field that can display the numbering scheme on the sheet.  In this tutorial we walk through how to make a sequential RFI tag.

RFI sequence

As far as Bluebeam Tools go, this is can be quote useful. Don’t forget to share with your colleagues and project team members. Shared toolsets will encourage standardized markup protocols.  And remember, custom toolsets can be shared on your network drives.

  1. Create a text box on a blank PDF sheet or on a PDF that you’re currently working on
  2. You can either create a separate rectangle around the text box, or turn on the line weight so the text box and the box around the outside are the same object in this example
  3. If you used multiple markups to create the tool you want, you’ll need to group them together.  Hold down SHIFT and drag a window around the objects (or right click and hold to drag a window around them).  Right click and choose the option for GROUP from the menu. CTRL+G for the shortcut fans out there
  4. Open Properties and give the tool a relevant subject and fill out any other fields with the needed information. This is a great spot for custom columns. That will be another article!
  5. Once you’re happy with the properties you can add it to one of your tool chest sets.  You can do this at the bottom of the Properties panel or by right clicking on the item on the sheet and choosing Add to the Bluebeam Tool Chest towards the bottom.
  6. Right click the tool and go to Sequence > Define
  7. In the Sequence dialog box you’ll set up the Style you want, any static Prefix or Suffix information, what number the sequence starts at and how much is steps up by with the increment.   In my example, I have the Prefix field set up with RFI -. I chose to start at 100 and step by 1.

 

Sequence dialog box in Bluebeam

 

  1. The options portion at the bottom as two very important changes that you need to set. The reset will be per Document  or per Page. The other is the option to renumber if one in the middle is deleted.  Meaning if you delete one, the remaining will shift their value down one so you’re never missing numbers in the sequence.  In my case of an RFI routine, I do not want that. RFI – 23 needs to always be RFI – 23.  So, we want that to be unchecked.
  2. Now you’re all set to to use your new sequence tool!

 

A couple tips for using your new sequence tool.  On the icon, you’ll see a small arrow almost like a play button in the lower right corner.  That icon will look dark when you’re starting a brand-new sequence. It will look orange (yellow?) when it will continue an existing sequence count.

If you want to force the sequence to start over, you can click the orange arrow.  You can also pick up where you left off by right clicking on one of the sequence tags and select Resume Sequence.

Hope you found the information useful. Stay tuned for more Bluebeam Tips.


Looking to create custom count symbols instead of sequencing? Natalie Delacruz show you how.

 

Ken Phelps
Sr. Bluebeam Technical Specialist – US CAD
Find out more about Ken on LinkedIn

 

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