[Troy DeGroot]

Great conversation guys!

The data should still compile with the markups even if the custom columns are not loaded. If the columns are choice or manually entered, those fields wouldn’t be available. I would test.

If you make sure you open the document for the first time with the correct Profile, the columns will remain in the file.

The Profile will bring the custom columns into fresh documents, however if the document is not “fresh” and already has custom columns, those will be current. The custom columns live in the document.

With all the custom profiles and toolsets I build for customers, you can imagine I have to juggle things all the time. For a best practice, I create a sub-folder for each customer within the default Profile/Toolset folder. This creates a few extra steps when switching from one to another, but it keeps the profile and all the associated toolsets together in one location rather than pilling hundreds of them into the root folder. This also makes it easy to zip and share a profile and all the toolsets.

Also, something I’ve started doing is naming the toolset how I want it to display within the Tool Chest, but when naming the actual btx file I add the customer name in front of the toolset name, this way they all group together, and it’s clear where they belong.

Sorry for the long feedback, several ideas for you guys to chew on. 🤣

[Troy DeGroot]

You’re on the right track with what you have so far with measuring quantities. The percentage complete formula would be Complete / Overall *100

You can then remove the Overall Area row and the Measurement column from the legend.

[Troy DeGroot]

What do you mean they are in the wrong order? You can drag the columns in the markups list to reorder them however you need. If you would rather import your custom columns, you can do that through the Manage Columns window. You might need to open a drawing with our custom columns and export them before so you know where the file is to import. This will override the existing columns so you can use yours.

[Troy DeGroot]

Hey @tshump67 If you go to the menu bar Revu > are you set to View Mode? You might have to go into your preferences and make sure Markup Mode is set as your default.

[Troy DeGroot]

I would be interested to learn what you’re doing as well @Doug McLean
If you simply what 2 separate names to lable a numerical value for a choice, you could try the vertical line.. “Material | Cost”

[Troy DeGroot]

I know some companies with management software like Newforma prefer users to work through that system. This makes sense because Newforma collects everything from emails to voicemails and everything in between for a complete picture and archive of a project progression.

[Troy DeGroot]

You might be right. 😁

[Troy DeGroot]

Thanks @Vince I’ll have to try that.

As a workaround, I created a custom tool that stamps the date in the correct location, flattens the document, and opens the Save As window, all in one button.

[Troy DeGroot]

If you import the custom column file, it should replace all the custom columns that come from the customer’s file. In other words, you should have to delete them before you import them… 🤞🤞

[Troy DeGroot]

great stuff @Vince thanks for sharing!

[Troy DeGroot]

good point @Vince if you want to remove the markup data from the previous person. Thanks for adding!

[Troy DeGroot]

Prime does allow you to use your own servers if I remember correctly.

[Troy DeGroot]

Post Link.

https://www.linkedin.com/posts/vince-french-ab9aaa85_bluebeam-activity-6918815183964377088-YA8e?utm_source=linkedin_share&utm_medium=member_desktop_web

[Troy DeGroot]

Now you can add the correct selection to each custom tool so it’s filled in correctly each time you place it and doesn’t need to be updated. When I build door tools, I have a column for “Door Material” that correlates with the estimating software. Then in all my wood doors, I set it to wood, and all the aluminum to aluminum. That way I never have to update the value, but it’s ready for export. A blank is always my default when I want the user to make a decision, but on each specific tool I fill in as many correct values as possible.

[Troy DeGroot]

I love learning from you guys. there are plenty of things I have never tried and this is one of them. I don’t have a suggestion to add to the conversation, but I will say, I like to always keep an original of what was sent to me. So I would prefer to have the original word document in a folder anyway.