Exporting Drawings for Clients

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  • Exporting Drawings for Clients

    Posted by Vince on December 4, 2021 at 1:18 am

    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

    Vince replied 8 months, 2 weeks ago 3 Members · 4 Replies
  • 4 Replies
  • Troy DeGroot

    Organizer
    December 4, 2021 at 10:43 am
    Points: 11,584
    Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

    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.

    • Vince

      Member
      December 5, 2021 at 1:37 am
      Points: 4,892
      Rank: UC2 Brainery Orange Belt IIII UC2 Brainery Orange Belt IIII

      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.

      • David Cutler

        Member
        December 6, 2021 at 7:46 am
        Points: 9,660
        Rank: UC2 Brainery Purple Belt IIII UC2 Brainery Purple Belt IIII

        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.

        • Vince

          Member
          December 6, 2021 at 8:26 am
          Points: 4,892
          Rank: UC2 Brainery Orange Belt IIII UC2 Brainery Orange Belt IIII

          Thanks David – I definitely have a look at that next time!