Settings To Bring Up The Bluebeam Conversion Settings Dialog Box

One of the benefits of the CAD and Extreme version of Bluebeam Revu is the availability of the Add-
Ins you can install into the ribbon of other popular design tools like AutoCAD and Autodesk Revit.
The following general overview of steps walks you through the available settings and basic processes
of plotting both drawing documents and 3D PDF’s. Individual settings will vary from company to
company based on sheet size and plotting standards.
1. Using Revit as the example go to the Add-Ins tab, select Change

Settings to bring up the Bluebeam Conversion Settings Dialog box.
2. Make sure the settings are as shown in the following dialog box.
a. Under the General Settings Tab,
you can select whether you want
to be prompted for the file name
and if you want a single PDF per
View/Sheet or a combined multi-
page PDF file. Click on the Folder
Options Button to set the
Default Output Folder. Once set,
this should stay as default. If you
forget to update this path each
time you plot, there’s a good
chance the files will not end up
where expected. A good practice
might be to create and save all
Bluebeam PDF’s should initially
to the C:/_Plot_Temp folder.
b. Select the Advanced Button to

bring up the Default Settings
dialog box. Looking at the
Choice menu available you can
set the Default Save As Type.
Typically, this will be set to PDF,
but other options are available.
3. Now that you have all your settings set properly you can move to the What to Plot area of the
Bluebeam Conversion Settings dialog box. Here is where you will determine what you will be
printing.
 Current View/Sheet: Creates a file of the currently active
view. Check Add Child Views to convert all child views of
the active view or sheet.
 All Sheets: Creates an output file of all sheets in the

project. One PDF page will be created for each sheet in the
current project. Check Add Child Views to also convert all child views each sheet.
 Selecting Select View/Sheets and choosing the Select Button will bring up the View/Sheet
Set dialog box
Selected Views/Sheet: Click Select to choose which sheets and views to convert.
In the View/Sheet Set dialog box you select the views that you want to plot. At the bottom of
the dialog box in the Show area you can select/deselect view types to help browse through the
list of views. Only those view types selected will show up in the list above it.
You can also use the Check all and Check none buttons to help in your selecting or deselecting
process.
If you will be printing views repeatedly you can create what are called Sets by choosing the Save
As Button. This allows you to save your selections so the next time you need to print those same
views you can simply pick the Set from the Name dropdown at the top of the dialog box. This
could be “Bid Set” “Working Views” or “CD Sheets” depending on your workflows.
Once Sets are created you have the ability to add/remove views from the set, by changing your
selections and hitting the Save button. The Set can be renamed or Deleted as well by choosing
the appropriate buttons.
4. Next move onto the Page Setup Tab located at the top of the Bluebeam Conversion Settings
dialog box.
Selecting the Page Setup dropdown allows you to choose from a list of preset Page Setups that
are configured for printing sheets. Loading company standard Page Setups will ensure that the
proper settings are used by everyone when plotting.
You always have the option to select Custom from the Page Setup dropdown where you have
access to change any of the settings in the Page Setup tab. This will be commonly done when
you need to print a view other than a sheet where you may need to adjust the zoom,
orientation, paper size and Options.
5. Once everything is set properly you are ready to process your plots. Select the Create File
button in the lower left-hand corner of the Bluebeam Conversion Settings dialog box. This will
save your current settings as well as move you onto the next step of creating your PDF files.
Note, that selecting the OK button only saves your settings and does not process your PDF files.
6. On the PDF Security Tab you can set password and permission settings. There are many opinions
on PDF security, industry standards and how drawings are used down the lifecycle. Ultimately
refer to your company standards for sharing procedures.
7. PDF Bookmarks can also be setup to generate automatically when plotting. Use the following
settings to get the desired results. Setting this default could save significant time navigating
drawings and other workflows within Bluebeam.
8. After you select Create File, the following will be displayed in the Output File List dialog box as
show below.
Prior to selecting Start to process the PDF files you have options for naming at the right of the
dialog box. Choosing the various options will automatically display the naming to be used when
the PDF files are created. An example would be adding a date or revision number to the Prefix or
Suffix.
If you already have files that are named the same in your Output folder, you will be notified in
the lower left that the *Existing files will be overwritten.
9. Once you have the desired naming, click the Start Button to process the plots.
When Bluebeam has finished processing the PDF files, you will see a “Success!” in the lower left.
The PDF files were created successfully.
At this point the PDF’s have processed and are complete. You can choose the Cancel Button and
confirm the plots are located in the Output folder you mapped in Step 2.
As always, make sure you double check the final output of the PDF file prior to submitting to
project partners.
10. Also available in the Bluebeam Add-In is the ability to Create a 3D
PDF, often used for coordination with complex parts of the
drawings where 2D drawings cannot tell a clear enough story.
Select the Create 3D PDF Pulldown Menu.
11. Click on 3D PDF Settings to set up your default settings including the page size, orientation,
background color, lighting, and rendering mode among other available visual settings. When
selecting from the Add Views, the Menu provides default views referencing the View Cube
perspective.
12. Alternatively, Open a 3D View from your Project Browser and Click Create 3D PDF. Select the
name and location for the file to be saved.
Tip: Creating a “3D PDF “View Template in Revit is a great way to get the same resulting PDF
every time.

Settings To Bring Up The Bluebeam Conversion Settings Dialog Box

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Settings To Bring Up The Bluebeam Conversion Settings Dialog Box

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One of the benefits of the CAD and Extreme version of Bluebeam Revu is the availability of the Add-

1. Using Revit as the example go to the Add-Ins tab, select Change

b. Select the Advanced Button to

 All Sheets: Creates an output file of all sheets in the

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