Creating and Editing PDF Documents
To CREATE a PDF document, follow the steps below.
1. Open Bluebeam.
2. Go to the File in the top ribbon.
3. There should be options for New PDF or New PDF from Template. Select New PDF and a pop up should come up on screen. It should have a dropdown option for the Template, as well as other information such as paper size, the orientation of the page, and more. Press OK once your selections have been made.
Note: For the New PDF from Template, a second menu will show up with various templates that are base ready. If you end up wanting to create a template from your PDF, going to this section will also show an option to Save as Template so you can then see that option in the second menu.
4. You can now use the Tool features, if your Bluebeam license allows, to add markups and Form sections.
5. Once all your changes have been made, you can then go up to File and select Save As to save your document and name it to what you need.
To EDIT a PDF document, follow the steps below.
1. Open the PDFs that you would like to edit in Bluebeam.
2. Click on Edit and go to PDF Content.
3. In the side dropdown that shows up, select Edit Text. Note: You can use any of the other options here to mark up and edit the content.
4. Now you can make any changes or corrections you would like to the document.
5. Once finished with the changes, click on File in the top ribbon. Select the option for Save if you would like to overwrite what the previous document was, or you can select Save As if you would like to keep both the previous version and this new version that you edited. Note: We recommend choosing the option to Save As so you can track the changes in each version. Be sure to name the Save As document with a new name that will identify it with the Version number for easy tracking.
