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Submittal Worklow

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In Beta
This integration is currently available through a beta program. If you would like to participate in the beta, please reach out to your Procore point of contact.

Procore recommends using the Submittal workflow in Procore as the primary trigger for reviewers to complete their markups in Bluebeam, ensuring the correct review sequence is followed.

Here's the recommended workflow:

  1. Once the Procore Submittal workflow is complete, the Submittal Manager can access the Bluebeam Studio Session link from the blue banner within the Submittal item. 
  2. Review all markups within Bluebeam. Make sure to clean up any unnecessary markups in the Bluebeam Studio Session. 
  3. Finalize the Studio Session in Procore by clicking the option in the blue banner. This will automatically import all marked-up PDF documents into the General Information section of the corresponding Procore Submittal.
  4. The imported files will be prefixed with "bluebeam-" in their filenames, allowing you to easily identify them from the original PDF documents.
 Important

Finalize a Bluebeam Studio Session

  • Finalize Studio Sessions within Procore to ensure all marked-up documents are returned to the Submittal.
  • If you finalize Studio Sessions within Bluebeam, follow these steps:
    1. Go to Bluebeam and locate the finalized session.
    2. Re-open the session in Bluebeam.
    3. Return to the corresponding Submittal in Procore and finalize the session from the blue banner.
  • For details on reopening sessions in Bluebeam, refer to the Reactivate a Studio Session Bluebeam Support article.

Review Submittals in Bluebeam

diagram_bluebeam_review-submittals-in-bluebeam.png