Tips & Tricks
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Exporting Drawings for Clients
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Exporting Drawings for Clients
How does everyone protect their drawings before sending them to a client?
Flatten, lock markups, etc.? Is there a preference?
I want to be able to send the drawings just to show the items that have been measured without the possibility of them being unlocked etc and then interrogated to find all of the individual details. Hope that makes sense 🤔.
Thanks
Vince
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4 Replies
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Points: 23,744Rank: UC2 Brainery Brown Belt III
I always save a flattened version in a separate “Issued” folder labeled by date and share that one. That way I have a progress history of issued drawings to reference if needed.
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Points: 13,687Rank: UC2 Brainery Blue Belt III
Thanks Troy.
What about if you don’t want the client to have the option to unflatten the mark-ups if they have Bluebeam?
I think we have one client who has given our drawings to a rival company at tender stage so I’m trying to make sure that if this happens they can’t get the individual details.
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Points: 26,754Rank: UC2 Brainery Advanced Brown Belt
I may be wrong @vince , but my understanding is that if you leave the “Allow Markup Recovery (Unflatten)” check box blank your markups should be a permanent part of the PDF that is not able to be “hacked”. This is one of the reasons that it is important to create a copy of the file prior to flattening as @troydegroot suggested so that you maintain your ability to edit your markups.
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Points: 13,687Rank: UC2 Brainery Blue Belt III
Thanks David – I definitely have a look at that next time!
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