Filtering the Markups List
The Bluebeam PDF Revu Markups list has many features that allow teams to collaborate and communicate more efficiently during the review process. The Markups list automatically tracks the markups placed on a PDF file including the author, date, color, and comments associated with each markup.
Filters are an efficient mechanism that can be used for working with markups on a PDF. Tons of markups are often placed on a PDF throughout the duration of a project, which can cause a PDF to appear cluttered or hard to read.
The filter tool included in Revu provides a way of organizing, identifying and integrating input from multiple people to make a PDF easier to navigate. For example, by using the filter, you can limit the number of items that are displayed in the Markups list by only selecting the specific data that you want to view such as date, subject, author, color, comment, checkmark and so on. Markups that do not meet the filter criteria will not be displayed within your Markups list. In addition, all markups that do not meet the filter criteria will appear gray or dimmed, in the main PDF. This gives you a visual key indicating that the markups have been filtered out, rather than removed entirely.
Note: The dim percentage can be changed in Preferences.
- Click Preferences on the Edit menu.
- Click Markups Tab on the left.
- Change the Filtered Annotation Dim Percent.
Now, let's take a look at how markups with in the PDF and Markups list interact with one another. In this example, I will show you how to create a filter using the Checkmark column, which will allow you to check off items that were marked incomplete or incorrect as being completed or fixed. This filter can be used for a room walk-through during the punch and back check process of a project.
Please click on the following sample PDF and follow the instructions below.
PDF Sample File: markup_filter_sample.pdf
Defining the Filter
- Open markup_filter_sample.pdf in Revu.
- Open the Markups list.
- Click Columns in the Markups list toolbar, then click Checkmark to display the Checkmark column, if it is not already displayed.
- Click the Filter button on the toolbar in the Markups list. A small arrow will display to the right of all of the column header names.
- Click the arrow to the right of Checkmark, then click the empty check box.
- The display of the Markups list and PDF will probably not change because you have not yet "checked off" any of the markups in the PDF.
Using the Filter
- Zoom in on the sample PDF file so only the bathroom displays.
- Click on the "EI" markup on sink. Notice that this markup is now highlighted below in the Markups list.
- Click the empty Checkmark box. Notice that this markup has now disappeared from Markups list. (Note: The "EI" markup that was checked off as complete may not appear as gray or dimmed until another markup is selected on the PDF or in Markups list.)
- Select the "WR" markup on the bathtub, and click the Checkmark box. Again, notice that the markup has disappeared from the list and now appears gray or dimmed.
- Continue going around the room checking off the markups until the Markups list is empty and all of the markups in the PDF are grayed out.
- You can also click on a markup within the Markups list, to find out where it has been placed on the PDF. Once selected, the markup will be outlined on the PDF.
Changing the Filter
The filter can be disabled or changed very quickly.
- To temporarily disable a filter, click on the Filter button once. Notice that now all markups appear in the Markups list.
- To reverse the Checkmark filter, click on the Filter button once more so that arrows appear to the right of all column headers.
- Click on the arrow to the right of Checkmark and click on the filled checkbox. Notice that now only the items that have been checked off in your Markups list are displayed.
- To apply a different filter, click on the Filter button so that once again all markups appear. Select the Filter button once more so that arrows appear to the right of all column headers.
- Click on the arrow to the right of another column or subject that you would like to use as the filter criteria.