Architects   Engineers   Contractors   Public Sector

___________________ Architects

Bluebeam helps architects improve communication, design quality and document management with intuitive, customizable markup, measurement and collaboration tools.

Simplify communication across teams
Effortlessly create, mark up and edit 2D and 3D PDFs with smart tools designed to help architects, engineers and contractors standardize communication and improve review quality. And create hyperlinked reports of your reviews to share across teams.

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Keep teams on the same page
Centralize your project documents and drawings in the cloud for easier construction document management—so clients, consultants and contractors can securely access, review and edit the latest updates from any web or iOS device, anywhere.

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Simplify punch, RFIs and submittals
Effortlessly manage punch, RFIs and submittals on any device using smart markup, hyperlinking and visualization tools. And share the latest updates with project partners anywhere.

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___________________ Engineers

Bluebeam helps engineers standardize communication and improve review quality with customizable markup, measurement and collaboration tools.

Ensure access to the latest information
Centralize project documents and drawings in the cloud so teams can always securely access, review and edit the latest updates on any web or iOS device.

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Standardize communication
Effortlessly create, mark up and edit drawings and documents in the office with our desktop solution Bluebeam® Revu®, or in the field with the Markup Editor in Bluebeam Cloud. You can also save custom symbols and markups for easy reuse or share them with project partners to standardize communication.

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Mark up together in real time
Improve review speed and quality by inviting teams anywhere in the world to review, mark up, modify and update documents on desktop at the same time with Studio in Revu. Or comment and collaborate on your project documents via any web or iOS device using the Markup Editor in Bluebeam Cloud.

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Improve measurement speed and accuracy
Take quick, precise measurements and dynamically link totals from multiple PDFs to Excel® as you draw, ensuring faster, more accurate reviews.

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Simplify punch, RFIs and submittals
Effortlessly manage punch, RFIs and submittals on any web or iOS device using smart markup, hyperlinking and visualization tools. And share the latest updates with project partners anywhere.

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___________________ Contractors

Bluebeam helps general contractors sync teams, save time and mitigate risk through design, build and project handover. it alsdo helps subcontractors through an intuitive, customizable management tools to complete tasks on the go, stay connected and win more jobs.

Standardize communication from start to finish
Standardize communication between office and field with markup tools purpose-built for general contractors. And maintain a single source of truth by automatically tracking all edits and comments from start to finish.

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Manage entire projects in the cloud
Standardize communication between office and field with markup tools purpose-built for general contractors. And maintain a single source of truth by automatically tracking all edits and comments from start to finish.

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Simplify complex processes
Effortlessly take quick, precise measurements for better quality bids. And manage and track punch, RFIs and submittals on the go with Field Tools in Bluebeam Cloud, our web and mobile solution that’s fully compatible with your PDFs and Studio files from Revu.

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Improve communication between teams
Create, measure, mark up and edit drawings and documents with intuitive tools purpose-built for contractors in all specialty trades. And share customizable symbols and markups to standardize communication across teams.

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Manage entire projects in the cloud
Centralize your project documents and drawings in the cloud, ensuring teams in the office and the field can access the latest information on any device, anywhere.

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Simplify end-to-end tasks
Win more bids with precise, intuitive takeoff and estimation tools. And manage punch, RFIs and submittals on the go with Field Tools in Bluebeam Cloud, our cloud-based web and mobile solution that’s fully compatible with your PDFs and Studio files from Revu.

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___________________
Public Sector

Bluebeam helps public sector teams finish the job faster, with highly customizable markup and collaboration tools that speed up reviews and improve communication.

Digitize plan reviews, approvals and more
Speed up all your processes with software for civil engineering, land planning and public development project collaboration. Studio in Bluebeam® Revu® allows you to securely review, mark up, and modify plans and permits at the same time.

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Standardize your project workflows
Effortlessly edit drawings and documents with industry-standard markups and symbols, then save or share custom civil toolsets so clients and project partners are always on the same page.

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Quantify your estimations faster
Help your preconstruction teams quantify estimations faster by using visual search in Revu. Effortlessly count assets, create legend lists and take linear or area measurements.

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Manage your assets in one place
Maintain your communities’ assets and keep everyone on track by using the data in your plans to seamlessly search and quantify how many assets you have.

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Get actionable data insights
Automatically track all markups placed on a PDF, including author, date, color, plus associated comments and statuses. And export data to your preferred BI tool to get valuable insights into project progress and performance.

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• ⇢ Introduction
• ⇢ Users + Product Tier Management
• ⇢ Add a New Subscription User
• ⇢ Bulk Add Users
• ⇢ Edit Subscription Access for Multiple Users
• ⇢ Search + Filter Subscription Users
• ⇢ Edit User Information
• ⇢ Modify Subscription Access for a Single User
• ⇢ Resend Invitation
• ⇢ Deactivate User
• ⇢ Reactivate User

The Bluebeam Subscription Management Portal is an online administrative tool available for active subscriptions. From here, Org Admins can allocate Bluebeam subscription seats, add or remove End Users, manage other Org Admins, and more.

1. After purchasing a Bluebeam subscription, you’ll receive an email invitation to register your Org Admin account.

2. Click Accept Invitation.
3. Fill out the form with your information and set a password for your new account.
4. When finished filling out the form, click Finalize at the bottom of the page.
5. You’ll receive a second email asking you to confirm the email address used for your Bluebeam ID (BBID).

6. Click Confirm My Bluebeam ID.
7. After completing account registration, you’ll receive a third email with access to the Bluebeam account login page.

8. Click Get Started.
9. Enter your BBID credentials

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With the Bluebeam Subscription Management Portal, you can manage users and their subscription access (i.e., product tier). To get started:

1. After signing in, select the account you’d like to view and manage under Accounts.
2. From the Dashboard, go to Account Administration in the left sidebar menu.
3. Select Users & Product Tier Management.
4. Select User Overview to see all account users and their information, including: User Type, Product Tier, and Status.
5. Select Product Tier Overview to see all the available seats on your account for each subscription tier.

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Within Users & Product Tier Management, you can add new users to your account individually. To do this:

1. Click the Create New Subscription User button to the right of User Overview.
2. The Add New Subscription User window will appear.
3. Under the Add new user tab, fill out the required fields and any other important contact information.

4. When finished entering the new user’s information, press Save.
5. From the next window that appears, select the product tier the new user will have access to.

6. Press Save Changes.

The new user will appear under User Overview with a Pending status until their account has been activated.

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Org Admins can also add a batch of users to their account. To do this:

1. From the Dashboard, go to Account Administration > Users & Product Tier Management.
2. lick the Create New Subscription User button.
3. At the top of the Add New Subscription Users window, switch to the Bulk add users tab.

4. To add multiple users, you’ll need to import a .csv file. Download the template provided and input all mandatory information in Excel.
5. After saving your version of the .csv, upload it in the Add New Subscription Users window.

6. Click Run Validation.
7. The .csv is then processed and will appear at the bottom of the window if valid.

8. Press the Import All button.
9. After reviewing the Summary, click Close.

The new users will appear under User Overview with a Pending status until their accounts have been activated.

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After bulk adding users, you’ll need to assign them subscription access. To do this for multiple users at a time:

1. Within Users & Product Tier Management, scroll down to Product Tier Overview.
2. For a subscription tier with available seats, select the menu icon next to Total Subs.

3. Select Assign Members to Product Tier.
4. In the Edit Product Tier dialog box, unassigned users will appear on the left. Select the check box next to the users you’d like to add to the subscription tier.

5. Once you’ve selected all applicable users, click the right arrow, and they’ll be moved to Current users.
6. Click Save.

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Within Users & Product Tier Management, you can also find particular account users and/or filter them by categories. To do this:

1. Under User Overview, click the dropdown menu next to the funnel. ‘Search all’ is the default selection.

2.Select the category in which you’d like to filter subscription users:

• First Name
• Last Name
• Email Address
• User Type
• Product Tier
• Invitation Expiry Date
• Status

You can also search by keyword if looking for a particular account user and/or email:

1. Type your search term in the field next to the filter dropdown list.
2. Click the magnifying glass or press Enter.

Your search results will display under User Overview.

You can also sort columns by values by selecting the arrow that appears when you hover your cursor over a column heading:

Sorting by last name with the downward arrow will list users alphabetically in descending order. To switch to ascending order, click the arrow again for it to turn upward.

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From the Users & Product Tier Management page, you can also edit information for existing account users. To do this, follow these steps:

Under User Overview, select the menu icon next to a user’s Status for additional options.

2. Select Edit user information.
3. The Modify Subscription End User window will appear. From here, you can navigate to Modify Product Tiers, change Permissions, and/or update Contact Details/Information.

4. When finished editing user information, press Save.

The updated information will appear under the User Overview list.

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When you need to change subscription access for a specific account user, select the menu icon next to their Status and:

• Go to Edit user information > Modify Product Tiers
• Or choose Modify Subscription Access

Select a new product tier with available seats and click Save Changes.

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When adding new subscription users, invitations are sent out via email for accounts to be created and activated. However, email invitations will expire after the date listed in the Invitation Expiry Date column under User Overview. To resend an invitation, click the menu icon next to Status and select:

• Edit user information > Resend Invitation
• Or Resend invitation

Select the checkbox next to Welcome Email and click Resend. A new invitation will be sent to the user’s email, and the expiration date will automatically update.

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When you need to deactivate a user, do the following:

1. Under User Overview, click the menu icon next to a user’s Status.
2. Select Deactivate User.

3. To confirm, click Yes.

Deactivated users will still be listed under User Overview. However, their Status will change to Inactive.

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If you need to reactivate an inactive user:

1. Select the menu icon next to an inactive user status.
2. Click on Reactivate User.

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