How To Create A Bluebeam Session
| Action | Why | |--------|-----| | | Go to Markups list → Add custom statuses (e.g., “Pending,” “Approved,” “Rejected”) | | Use the Session Chat | Communicate without cluttering markups | | Assign actions | Right-click a markup → Add Action → Assign to a person and due date | | Sync frequently | Click Sync Now if auto-sync is disabled (default is every 5 minutes) | | Archive when done | Session → right-click → Archive Session – saves all markups but ends live collaboration |
You can invite people or later (inside the active session). To invite now: how to create a bluebeam session