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PDF Summary Template Creation in Bluebeam
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How to Add a Logo to your PDF Summary Report Automatically
What is the benefit to creating a PDF Summary Template? It allows you to maintain a consistent brand image to your Markup Summary Reports. You can add a Company Logo, Project Image, footer with your website, address, phone number, etc. to the template, and have multiple templates to choose from.
When asked “How do I add my company logo to my PDF Summary Report” I’ve seen numerous answers like:
- Go to Tools | Markup | Image
- Create a stamp, place it on your report and right click on the Stamp to Apply to Pages…
- Make a stamp and use Batch Stamp to apply it to pages
- Make a PDF Summary Template
If efficiency is your goal the best answer is the last choice. Using a PDF Summary Template eliminates having to perform another process like manually adding your logo image or other information after the report is generated. Because you can create more than one template, you may also create project specific templates. So let’s get started!
PDF Summary Template Basics
Learn from the video or learn faster, by performing the tasks as you go thru the outlined steps below!
- Go to Tools | Markup | Image
- Create a stamp, place it on your report and right click on the Stamp to Apply to Pages…
- Make a stamp and use Batch Stamp to apply it to pages
- Make a PDF Summary Template
If efficiency is your goal the best answer is the last choice. Using a PDF Summary Template eliminates having to perform another process like manually adding your logo image or other information after the report is generated. Because you can create more than one template, you may also create project specific templates. So let’s get started!
Create Your Template:
1. Select New PDF and fill out the dialogue box as below. Change to Landscape if you have Summary Reports oriented that way.
You can create many Templates.
2. Using Markup Tools, add your Logo, Company Name or other info to the top (or bottom) of the page.
If you have a project image, a spot for Project Name or Completion Date these would be placed on your template and saved with the Project name appended to the Template Name.
3. Once you have the the content you want on your page, Click File | New PDF from Template | Save As Template
NOTE: Your templates are stored in the default folder if Revu is installed on your local hard drive C:\Users\Yourname\AppData\Roaming\Bluebeam Software\Revu\20\Templates or on if using Bluebeam via the cloud or from a network drive (see you IT staff).
4. Test it out on a document with markups by opening up the Markup List and choosing the PDF Summary. Once there Import the Template you saved in step 3 above by clicking the Import Icon (marked by the yellow arrow) on the Output tab of the Markup Summary Dialogue box.
5. It will import your template, and then display the output area. Adjust the output area by dragging any of the 4 blue handles with your mouse and click OK when done. Now run your PDF Summary Report report with your new template (rather than None in the Template dropdown)!
In conclusion, using templates will make your team more efficient, your reports professional looking, and keep your marketing and branding consistent when using Bluebeam Revu. Tip: Customizing the PDF Summary Templates to match the purpose of the report: Punch, Estimate Takeoff by Discipline, etc. allows for more efficiency. Now go get ’em Bluebeamers!
Templates can also be used for creating fillable forms, checklists and other documents you use frequently There are even templates for email. Check out this previous blog post Bluebeam Tip: Email Templates and learn more today.
