Creating Dynamic Document Sets

PRESENTERS:Patrick Keller, Senior Product ManagerChris Jervey, Senior Account Manager

• Current trends and best practices• Page management

‒ Labeling with AutoMark™‒ Splitting your document

• Building navigation‒ Advanced hyperlinking‒ Creating a Sets file

• Deployment‒ Uploading to your DMS

Agenda

Know your tools well, so you can continually adapt them to your

process

No one process fits all

• One PDF per page

‒ Reduces risk in case of corruption or accidental deletion

‒ Allows multiple team members to edit different sections of the set at the same time

Current Trends

• Extensive hyperlinking between documents

‒ Linked index sheet and detail callouts

‒ Home/back buttons for non-Revu users

‒ More Web-like navigation

Current Trends

• Let AutoMark do the heavy lifting– Convert page labels to bookmarks– Convert bookmarks to page labels– Extract sheet numbers to create either

• Good page labels/bookmarks = good file names

• When it’s time to split:– Use Split Document to name files by bookmark– Use Extract Pages to name files by page label

Page Management Recap

• Use Relative links

• Be mindful when linking to other file types

• Use Places/detail zoom when possible

• Provide a home/index link when appropriate

Hyperlinking Best Practices

• Search – Can help automate some of the more tedious linking tasks– Both text and image search options are available

• Sets – Make a split document navigate like a single file– Designed to grow/update throughout life of your project– SharePoint and ProjectWise compatible

Navigation Recap

• DMS upload– Preserve folder structure to maintain hyperlinks– Bluebeam Studio™ Projects: Revu’s built-in DMS– If using Sets, SharePoint and ProjectWise are currently

supported

Deployment Recap

• File Access™ hyperlink shortcut– Use the green link icon next to file name to easily copy and

paste a hyperlink to that file

• Pre-linked markups in the Tool Chest™– Create a drag-and-drop hyperlink button for any situation

• Take control of your Page Labels early– Create Bookmark or Create Page labels will help you

automate

Tips and Tricks

PRESENTERS:Patrick Keller, Senior Product ManagerChris Jervey, Senior Account Manager

Q & A