Bluebeam Studio does not have a built in function that allows you to mark each of the sperate safety data sheet submittals as approved. Jim explains a process to create this type of functionality and demonstrates how to apply this to the workflow of reviewing and approving mutiple safety data sheet submittals on a construction project.
- [Voiceover] As we continue to collaborate…on these documents and the different individual parties…review them and either accept, comment, or reject on them,…we're eventually gonna get to the point where…the documents are done, they're all accepted.…And we're ready to finalize them.…So what you have to remember here…is that Bluebeam doesn't have a way…within sessions to actually approve individual documents.…It does have a way to set the status…and approve individual mark ups.…So we're gonna kinda have to come up with our own work flow,…or approval process, since we can't…just click on a document and say it's approved.…
So the way I'm gonna handle that here,…and you can always come up…with your own approval work flow process,…but I think this is a good example of a way to handle it.…So, just like I used the stamp, the for review stamp,…to initiate the process by applying it…and sending out an alert,…I'm gonna use my other approval stamps…to finalize the process.…So, let's take a look at what that would look like.…
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