How to Edit Markups in Bluebeam Cloud

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In Bluebeam Cloud, you can add markups to your drawings and annotate, review, update, comment, and edit your markups to collaborate with your AEC team members. It gives your team the flexibility to work in close collaboration throughout the project development lifecycle, anywhere and anytime.

You can access Bluebeam Cloud to work from anywhere via web or iOS device without any need for setup or installation. With Bluebeam Cloud you can:

  • Seamlessly access your tool sets and Studio Project files from Revu.
  • Invite team members to collaborate in real-time.
  • Effortlessly manage punch, RFIs and submittals on the go with Field Tools.

In this detailed step-by-step guide, you will explore how to apply and edit different Markups in Bluebeam Cloud. Let’s uncover this in more detail.

Step 1Sign in to Bluebeam Cloud & Navigate to My Workspace or Projects to open your drawing.

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Step 2 – Double-click a file thumbnail you want to open in the Markup Editor in Cloud. In the Markup Editor, you will find a range of tools to annotate or markup your drawings.

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Let’s discuss all available options and markups in further detail.

Comments and Shapes Panel

The Comments and Shapes panel contains a list of all the markups on your PDF (like the Markups List in Revu).

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– Click the Comments and Shapes panel to view details. 

The panel starts showing detailed information about markups under two distinct tabs, Comments and Shapes.

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Let’s explore each of these tabs one by one.

Comments

Navigating Comments

Any markup that includes Content (text), such as Callouts and Text Boxes, will appear in the “Comments” section, and all others will appear in the Shapes section.

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– If you click on the markup under the markup list, it will start showing the following details:

  • Author name (Bluebeam username of markup creator)
  • Creation data
  • Markup content (for instance, “Split into three”)
  • Markup type (e.g. Cloud +)

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– If you click on the
“See Detail >” option for any markup, it will start showing more information about the selected markup, including

  • Dates (Created & Last Updated)
  • Author
  • Contents 
  • Subject (Markup Type, e.g., Cloud +)
  • Location (Page/Page Label)
  • Status History (Reviews: Accepted, Rejected, Cancelled, Completed, or None)

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Replying to Comments

To reply to Markups in the Comments section:

– Click on the Markup you want to reply to > Leave a reply in the text box > Click the “Send/Post” button.

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Updating Markup Status

You can update whether an item has been “Accepted”, “Rejected”, “Cancelled”, or “Completed”. To update markup status:

– Click on the dropdown menu at the top-right corner of the markup > Click on the desired review status

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Updating Markup Status

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Markup Status Updated

Shapes

In the Shapes section, you can view Shape Markups (view-only) such as Area, Volume, Length, Perimeter, Arrow, Cloud, etc.

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 To view details of Shapes:

– Click on the “See Details >” option under the desired Shape. 

In the new session, it will start showing information, including:

  • Dates (Created & Last Updated)
  • Author
  • Subject (Markup Type, e.g., Cloud +)
  • Location (Page/Page Label)

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Markup Tools in Bluebeam Cloud

Navigating Markup Tools

You can apply different markups to annotate drawings in Bluebeam Cloud. The Markup Tools are aligned on the left of the Markup Editor’s window. It includes:

  • Select
  • Cloud
  • Vector Pen
  • Text
  • Arrow
  • Call-out
  • Highlighter
  • Image

Note: Some markups (supported in Bluebeam Revu only) are excluded from this selection.

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The diagonal (Shaded) arrows at the bottom right corner of the selective markups (like Cloud, Call-out, Highlighter) indicate that these markup tools are nested (containing more markup tools within). For instance,

  • The Cloud markup contains – Cloud, Rectangle, & Ellipse markup tools.
  • The Call-out markup contains – Callout & Cloud+.
  • The Highlighter markup contains - Highlighter & Pen.

Uncovering Markups

To explore the tools within nested markups:

– Double-click or tap + hold the markup to see all the markup tools dropped down from the button.

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Select Tool

The Select tool allows you to move and edit the markups on your document.

To use the Select tool:

– Click the Select markup. 

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– Click on the required markup to select it.

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– Drag the selection to move it to the desired location.

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– Drag to draw a selection around desired markups to select multiple ones at once.

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– Or right-click on the selected markup(s) for additional options like 

  • Save to Tool Chest
  • Rename
  • Delete
  • Group
  • Ungroup
  • Rotate Clockwise
  • Rotate Anticlockwise

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Note: Some options may appear unavailable based on the type of markup.

When you select a markup on your drawing, the “Markup Toolbar” appears and allows you to customise the appearance of the selected markup, including:

  • Line Colour
  • Line Width
  • Line Opacity
  • Line Style
  • Fill Colour
  • Fill Opacity
  • Font Style
  • Font Colour
  • Font Size

Note: Some options are exclusive to the few markup types (For instance, Line Style is not available for Cloud markups and Font options are only available for text containing markups like Call-out & Cloud+)

For instance, 

– Select Cloud + markup with the “Merge Chambers” label, and a markup toolbar will appear at the top.

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– Change the Fill Colour
(Blue to Red), Fill Opacity (15% to 40%), and Font Colour (Red to Black) of the given Cloud + markup, and it will appear like the one below.

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Cloud Markups

The Cloud markup offers a total of three markup tools.

  • Cloud
  • Rectangle
  • Ellipse

– If you click the Cloud markup once & it will select the previous selection (either cloud, rectangle, or – ellipse), or you can double-click or tap + hold to navigate your choice.

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With Cloud markup, you can click and drag to draw a triangle or add individual anchor points to draw a polygon (A 2D figure with at least 3 anchor points or vertices). In the latter case double-click anywhere, and the last point will automatically create a join to the first point.

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Unlike Cloud, Rectangle and Ellipse tools can only draw standard shapes with Click-Drag-&-Release functionality.

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Rectangle and Circle tools in action

What if you want to draw a circle markup? Yes, you can do it with the help of the Ellipse tool, as a circle is an ellipse with both foci coinciding (lie at the same point) and its major and minor axes being equal in length.

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Making a circle with an ellipse tool

You can change line colour, line width, line style, line opacity, fill colour, fill opacity, and markup name in the markup editor by selecting the tool mentioned in the Select markup section.

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Vector Pen

As Rectangle and Ellipse tools can only be used to draw standard shapes with click and drag, how can you draw a custom polygonal shape? This is where Vector Pen comes in.

– Select the Vector Pen tool > Draw the shape

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Vector Pen in action

You can draw a triangle with Vector Pen by simply clicking and dragging or adding individual anchor points to draw a polygon. You must join the start and end points manually, unlike the Cloud markup, as double-clicking the midway will form an open border shape.

Text Markup

The Text markup is simply used to create a text box.

– Select the text markup > Draw a rectangular > Type whatever you want to comment, suggest, or recommend.

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The text box markup in action

Arrow Markup

The Arrow markup is used to draw arrows to direct the user's attention towards a specific aspect or area of the drawing. To draw an arrow in Bluebeam Cloud:

– Click on the Arrow markup > Click and drag (from Tail) to draw the arrow of the required length > release the markup by making the next click at the destination (at Head).

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Arrow tool in action

Call-out Markup

The Call-out markup lists two more markups.

  • Call-out (to draw an arrow with text)
  • Cloud + (to draw a cloud with text)

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– The navigation and drawing of both are the same as the arrow and cloud tools in the previous sections.

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Call-out and Cloud + tools in action

You can select the markup to transform or move the test box and drawing independently to adjust the position.

Highlighter Markup

The Highlighter markup lists 2 different markups.

  • Highlighter
  • Pen

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Highlighter and Pen tools in action

For the text in your PDF processed for “Optical Character Recognition” (OCR), the “Highlighter” tool can automatically be placed over the text you select and can stretch across multiple lines. If Bluebeam Cloud doesn’t recognise the text in your PDF, you can manually shade the required text with the highlighter. Whereas the pen tool can only draw irregular vectors manually with the help of cursor movement.

Note: If you’d like to use this feature to highlight the text in your PDF, you can run OCR on your document using Revu before uploading it to Bluebeam Cloud.

Image Markup

Image markup is used to place an image in your PDF.

– Click the Image markup > choose an image from your device > Click-Drag-&-Release to draw the image > Select the image with the “Select” tool to alter it.

You can resize the image with anchor points, rotate to align, and then drag it to the desired location on your PDF.

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Pages Sidebar

Click the blue tab in the lower left corner to make the Pages Sidebar pop out, where you can preview and navigate to different PDF pages.

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Tool Chest

The Tool Chest is your personalised tool kit to store custom markups created on a PDF for quick use later.

To add an item to your Tool Chest:

– Right-click on the markup and select “Add to Tool Chest”.

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The markup will be added to the Uncategorised section by default.

To move it to the desired section:

Go to the Uncategorised tool chest > right-click on the markup you want to relocate > click Move > Click on the destination tool chest (For instance, Brighter Graphics - Custom Kit).

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Your markup will be moved to the desired tool chest.

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You can learn more about how to add drawings and invite users to Projects in Bluebeam Cloud.