[Doug McLean]

In a word, yes.

My team works in SharePoint. We do tend to work on individual projects, however, when we do collaborate we have to do a couple of things differently.

The first thing you’ll need to do is go into your preferences and set up your SharePoint server, Revu> Interface>File Access and then add your SharePoint server to your list. Also on this page is a line that says “Open and save files to DMS from toolbar only” make sure this is unchecked. Now go to the Studio menu, under options select Attempt to Check Out Files on Open. Click OK.
The next thing I would suggest you do is add then Document Management Toolbar to your UI. From this you can open files directly.

The next couple of steps are important. Do not open files from Windows File Explorer, open them with Revu or through the new toolbar. You’ll get a slightly different dialog box that will pop up, open the file from there.

From this point forward, its pretty much like working in a Studio Project. When you open a file, it will be “Checked out” like it is in Studio. You’ll also have to check it back in or update the server copy like you would if you were in a project. If you open the file through File Explorer, Revu actually puts that in a temp folder under your user name, so someone else can actually have it open at the same time.

Overall the process is slightly slower than working through file Explorer, but you will lock out anyone else from having the drawings open.

Hope this helps.

[Doug McLean]

Run a Batch Hyperlink on the individual pages in the folder and change the appearance properties.

[Doug McLean]

Unfortunately, you can’t group those tools together like that.

I do something very similar with my RFI process, except I just keep a list of them.

I also have a custom form built that the information goes to, which I use to populate an entire log of my RFI’s when I need it.

[Doug McLean]

Welcome Brent.

There are tutorials built right into Revu that will get you started before you take your course. Just click on the Help menu.

The number one thing I would recommend though, is to change your profile right away.
Revu>Preferences>Profiles> and then change it to Revu Advanced. This simple thing will change the UI of Revu and make it look like it can do a whole lot more than the out of the box version.

After that, just play a while. Ask questions. Follow people like myself and Troy on LinkedIn.
Join us on Tuesday mornings for the MCR with Jason and Michael over at ATG.

We’re all here to learn from each other.

[Doug McLean]

Using the pen is tricky.
Its not quite so easy to do a markup, access a Rt. Click menu, or move the panel ‘beams’.

Other than that, its quite nice.

[Doug McLean]

(I subscribe to the GIGO philosophy)

My QC starts right when I’m building my tools. If they’re set up right, so many steps become easier all the way through the process.

Reviews at certain steps. Although check points don’t improve quality, they do make sure that its right before it passes to the next step.

I keep a standard BatchConfig file to consistently output only the required data.

Regular updates. Always be looking for ways to improve.

Team reviews. We always review all of our bids as a team. It really helps in making sure that you have everything

Above all else, don’t try to be perfect. You’ll make a mistake. Learn from that mistake, and try not to make it a second time.

[Doug McLean]

The best part about Power Query is that you can simply refresh it once you have a new Markup Summary

[Doug McLean]

the really nice thing is no more VPN.
SharePoint is so much faster than working over a VPN.

Just really mind the steps I mentioned earlier for locking out a file. That’s important.

[Doug McLean]

It did actually.
Our IT department ran a check recently and noticed that we were near max on our storage capacity. We had 900GB used out of the 1000GB just in version history alone…lol.

He set a max copy limit to 50 and a max days limit to 180. Cleared the problem right up.

[Doug McLean]

Yeah, the sequence tool doesn’t really work well across multiple documents. It works much better in a single.

[Doug McLean]

not formally, but its not a problem.

I do use Power Query inside of Excel to bring everything together. If you’re not familiar with that part of Excel it might not be as much value to you though.

What is important is to name your Form Fields. (so you will need Complete or Extreme)
When you want to combine them all you just use the Merge Data function on the Form Menu (Tools>Forms>Merge Data) and it will generate a csv file for you.

Then its just a case of cleaning the data for your use.

New-RFI-Form.pdf 205 KB PDF - Click to view

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[Doug McLean]

Troy is going to have to put you on commission if you keep this up…lol

[Doug McLean]

Funny you should mention that because that happened this past week.

We had a really odd set of plans from an apartment complex where the elevations didn’t make sense. So we tried to do an overlay with the 1st 2nd and 3rd level floor plans to try and figure it out.

For whatever reason the gridlines weren’t lining up properly using the Overlay, so I switched over to using snapshots.

All of my team are reasonably good Revu users, but I don’t think I’d ever shown them this technique before and it was pretty cool.

[Doug McLean]

its pretty handy.
You can even hide multiple markups, and then unhide them all at once.

Less clunky than the way that it was done before

[Doug McLean]

or @isaac-harned