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Finalize a Bluebeam Studio Session

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This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

Objective

To finalize a Bluebeam Studio Session from Procore. 

Background

If your company uses Bluebeam Revu to review submittals, you can create a new Bluebeam Studio Session from Procore using the Procore + Bluebeam integration (see Create a Bluebeam Studio Session). After reviewing the submittal in Bluebeam Revu, you can then follow the steps below to finalize the Bluebeam Studio Session.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Submittals tool.
  • Requirements:
    • Bluebeam Revu 2015 or later
    • Bluebeam Studio Prime
    • Active Bluebeam login credentials
    • The Procore + Bluebeam integration must be enabled on your company's account. See About the Bluebeam Integration.
  • Additional Information: 
    • The Bluebeam Studio Sessions banners only display on submittals with at least one PDF attachment.

Steps

  1. Navigate to the project's Submittals tool. 
  2. Click View next to a submittal with a PDF attachment.
  3. In the Bluebeam Studio Sessions banner, click Finalize Session.

    bbi-finalize-session.png

    This reveals the 'Finalize Bluebeam Studio Session' window. 

    finalize-session-window.png
     
  4. Click Finalize Session.
    The system uploads the reviewed documents from Bluebeam and moves them into Procore. 
     

See Also