Bluebeam Studio Sessions allows you to invite people to collaborate together on a submittal process by adding documents and enabling the team to review and comment on them together in the cloud. Jim explains how to invite collaborators and set permissions that allow them to mark up and comment on existing documents or that allow them to upload their own documents.
- [Voiceover] In the last video segment, we initiated a project session and we went though the process where we sent out some initial invitations and if you went ahead and did that and included some people in that initial invitation, they're not going to appear here as Attendees until that individual actually accepts. So this is kinda nice because if you've sent out an initial invitation to a Subcontractor that is not listed here, it means that they've ignored your initial invitation and request. So here we can see my Internal Safety Director has replied and they've joined the session, but I'm missing my Subcontractors.
So let's go ahead and look at how to send out another invite and to do that I'm just gonna click on the envelope icon and I'm just gonna type in an individual email address here, I'm gonna click on OK and I'm gonna add a message since they ignored my first invitation, Please send me, this is a contractor message right, please send me your safety data sheets right now, you're already behind schedule and then I'm gonna click OK and I get a dialog box that says "Bluebeam Studio has sent out "these email invitations to the Attendees." And I'm gonna click OK to dismiss that and depending on whether or not that person is sitting right there by their email, I can see that the person has accepted my invitation and they've now joined my studio session and you saw that when they added themselves, I get a little flashing screen and a record of everything that's happening in this session starts to be recorded down here in the Record panel.
So remember that there's a couple of ways we can invite people to collaborate, or actually several ways, again, one is that initial invitation, two is the invitation that I just showed you that you can send out at any time, and this is particularly helpful if you've already sent out invitations and somebody's ignoring you like we just did there, and then don't forget that the third way that people can join this session, because we initiated it and we did not restrict it to particular email addresses, I can always send out a separate email outside of Bluebeam back to, say, the Project Manager for that Subcontractor and remind them that they can forward that session ID to anybody within their company and then the individuals within their company can log in using that session ID and if you ever need to know what that session ID is to send it back out to somebody, again, that's right here on the screen.
The end result is an easily accessible electronic package, with a hyperlinked chemical list that acts as a clickable table of contents—all with considerably less effort. Jim Rogers shows how to set up a project, start a studio session for collaboration, invite collaborators to the review process, set up an approval workflow, and combine all the submitted sheets into a single PDF file that can be searched and shared. Plus, learn how to keep a session open for additional submittals or archive it when a project is over.
- Setting up a project
- Initiating a session
- Involving the project team in reviews and approvals
- Finalizing the PDF
- Sharing the electronic documents
- Closing the sessions