Setting up the program to work like you work - Bluebeam Tutorial

- [Instructor] Bluebeam Revu contains all kinds of features and tool sets that make it really versatile. So all of these markup tools, measuring tools, thumbnail panels and views, tool sets, all of these commands and tools that are available in Bluebeam are what make it such a great tool. But, the presence of all of these icons and commands on the screen can really make it become quite cluttered if there's a bunch of things on the screen that you don't need. Now, if you're sitting at a desk and you're attached to two or three monitors and you can move these toolbars and things onto another monitor, then that might not matter. But if you're out on the field on like a ten inch surface go tablet, then screen real estate becomes pretty valuable and you don't want a bunch of tools taking up room when they're not tools that you're going to use. So fortunately, Bluebeam Revu allows us to not only customize which tools are showing on the screen at any given time, it allows us to save those customizations as a profile or a user profile and it allows us to jump between profiles at any time, even while a document's still open. So to show you what I mean by that, let's take a look up in the upper left corner by clicking on Revu, and then profiles, and you'll see right now I'm in the Revu advanced profile, but if I jump to the quantity takeoff profile, you see all my toolbars moved around. This used to be at the top of the screen, now it's at the right side of the screen. And, on the left side of the screen, it looks somewhat similar. I've got a few more panels and icons available to me and incidentally, anytime you hover over one of these icons now in Bluebeam, you should get a little dialogue box that tells you what it means, so this is the signatures panel, this is the create a form panel, and so on. Let's open that tool chest panel again to show you one more thing that happens when you jump between profiles. So these are all custom markup tools that are saved in the tool chest. And if I come up here to Revu, profiles, and jump to the field issues profile, and these are just the four profiles that were installed when I installed Bluebeam. So when I click on the field issues profile, you'll see that my tool chest looks radically different. And incidentally, if you want to see more of this tool chest, you can take your mouse cursor over to the right side of the panel and click and hold and just drag it open. You'll see now that I've changed profiles, my tool chest contains the issues markups, these punch list markups that I can now click and apply to my drawings. And all of these tool sets are saved with your profile. So creating a custom profile that surfaces the tools that you want to use, is a pretty important feature and something that I would encourage you to do when you start using Bluebeam Revu. Let's look at how to quickly customize all of the tools and tool bars that you see on the left, right, top, and bottom of my screen. So first of all, I can grab any one of these toolbars, and you'll see the faint dots above that text box there. When I put my mouse cursor over that, it changes to a four way arrow, and that means I can grab that toolbar by clicking and holding the mouse and pulling it to somewhere else on the screen. So here I've drug that out and created another row, I can drag it to the top of the screen and put it there, I can also drag it to the left, right, or bottom and place this tool bar wherever I want it. So let's go ahead and put it back where it was. Sometimes it's a little tricky to get it in the right place. But it's back where it was now. There are also tool bars that are not showing on the screen that I may want to use and I can find those by selecting tools, tool bars, and this gives me a list of all of the tool bars that are available in Bluebeam. I can turn them on and off by just selecting them. So for example, at the bottom of the screen is the navigation bar. You'll see if I click once, the navigation bar goes away. Click again, and it turns on. One of the tool bars that contains a tool I like to use quite often is the edit tool bar. If I click once on that, you'll see at the top of the screen I gained a new tool bar that has the undo and redo button, but I lost some screen real estate because it added that to the top of the screen here. So really, I don't use any of these other tools with any frequency. I do use undo a lot and redo a lot more when I change my mind. So, what I would like to do is add these two tools to this tool bar down at the bottom of the screen. And to do that, you simply come up here again to tools, and tool bars, let's go ahead and turn it off so it disappears from the top of the screen. And instead, let's go to customize. What this feature allows us to do is customize which tools are contained in these tool bars. So for an example, if I scroll down to the navigation bar that I showed you was at the bottom, it's actually made up of three parts, left, middle, and right. And if I click on the right navigation bar because I've got some room down here, so that's where I want to add my undo and redo tools, we'll see that the navigation bar right currently has active the page scale and the page size, and we see both of those down here in the lower right corner. I just want to add the undo and redo buttons here. Now to find those, you can either search for them in the category if you know which category those occur in. So for example, I know that those buttons are available in the edit category, there they are, undo and redo. If I didn't know that, I could just simply select all and scroll through all of the commands that are available in Bluebeam. Let's keep this simple and select edit. And we'll go ahead and put the redo button over into the navigation bar by clicking once to highlight it and clicking again on the add command arrow, you see it appear down here. And, let's put redo there as well, you'll see it also occurred, and I can click on one of these and move it up or down in the list, so let's have undo first and then redo. And when I click on OK, you'll see that I now have these two commands available in this command bar. So really quick and easy way to customize what your screen looks like and I really encourage you as you go along to customize this screen to keep you more productive. Now when you're happy with the customizations, you want to save them. And to save them, you go up here to Revu, and profiles, now before you're tempted to click on save profile, you need to understand that clicking on that will save all of your customizations that we've just done here under the active profile. It'll save these to the field issues profile. Now I want to leave the field issues profile alone and instead, create a whole new profile out of these customizations. And to do that, instead I click on manage profiles. When I get that dialogue box, I simply click on add and name it. I'm going to call it Jims Profile and click on OK. At that point, I've created a profile called Jims Profile, it's become the active profile, I can click on OK, and you'll see it here. Every time you open up Bluebeam, you'll see the profile you created here and you can jump out of it and back to field issues, you'll see those two commands disappeared, or back to that profile again anytime you want. Now really, you're probably not going to use every tool and feature built into Bluebeam Revu, so take the time now to customize your layout and as you go along and make changes, be sure to come back here and either save it or create a new profile to keep Bluebeam looking like you want it to look and keep you more productive.