Creating Dynamic - Extreme Conference 2013
- 2. Creating Dynamic Document Sets PRESENTERS: Patrick Keller, Senior Product Manager Chris Jervey, Senior Account Manager
- 3. • Current trends and best practices • Page management ‒ Labeling with AutoMark™ ‒ Splitting your document • Building navigation ‒ Advanced hyperlinking ‒ Creating a Sets file • Deployment ‒ Uploading to your DMS Agenda
- 4. Know your tools well, so you can continually adapt them to your process No one process fits all
- 5. • One PDF per page ‒ Reduces risk in case of corruption or accidental deletion ‒ Allows multiple team members to edit different sections of the set at the same time Current Trends
- 6. • Extensive hyperlinking between documents ‒ Linked index sheet and detail callouts ‒ Home/back buttons for non-Revu users ‒ More Web-like navigation Current Trends
- 7. • Let AutoMark do the heavy lifting – Convert page labels to bookmarks – Convert bookmarks to page labels – Extract sheet numbers to create either • Good page labels/bookmarks = good file names • When it’s time to split: – Use Split Document to name files by bookmark – Use Extract Pages to name files by page label Page Management Recap
- 8. • Use Relative links • Be mindful when linking to other file types • Use Places/detail zoom when possible • Provide a home/index link when appropriate Hyperlinking Best Practices
- 9. • Search – Can help automate some of the more tedious linking tasks – Both text and image search options are available • Sets – Make a split document navigate like a single file – Designed to grow/update throughout life of your project – SharePoint and ProjectWise compatible Navigation Recap
- 10. • DMS upload – Preserve folder structure to maintain hyperlinks – Bluebeam Studio™ Projects: Revu’s built-in DMS – If using Sets, SharePoint and ProjectWise are currently supported Deployment Recap
- 11. • File Access™ hyperlink shortcut – Use the green link icon next to file name to easily copy and paste a hyperlink to that file • Pre-linked markups in the Tool Chest™ – Create a drag-and-drop hyperlink button for any situation • Take control of your Page Labels early – Create Bookmark or Create Page labels will help you automate Tips and Tricks
- 12. PRESENTERS: Patrick Keller, Senior Product Manager Chris Jervey, Senior Account Manager Q & A