BlueBeam Revu – Hyperlinks & Drawing Management

This course will teach you and your staff the fundamentals of using Bluebeam Revu for Document Control. This half-day training course, combined with the Hyperlinks course, provides you and your staff with the knowledge and skills to manage construction documents using Bluebeam Revu.

The course is worth 1 Gold Seal Credit

Bluebeam Revu – Drawing Management will help you understand:

  • Organize your documents
  • Creating a navigable drawing set
  • Managing changes and revisions
  • Slip sheeting
  • Navigation and distributing

CCA Member $299 (+GST) Non-Member $399 (+GST)

March 8, 2022 - 9AM - 12:30PM

Virtual Instructor Led Training

Additional Details

Taught exclusively by Curtek, this two half-day, instructor-led virtual course promises to shorten your staff’s learning curve and maximize your investment in Revu by:
• Providing hands-on instruction by an experienced Construction Management Professional
• Focusing on the best practices needed to use Revu to achieve greater productivity
• Delivering frequent skills reinforcement through hands-on classroom activities, contextual feedback, quizzing and discussion
• Applying a progressive learning structure where each learning module builds on previous learning objectives
• Equipping learners with takeaway reference material, including practice files and a reference workbook to use beyond the classroom

Course Outline

The Bluebeam Revu: Document Control curriculum includes the following modules:
Module 1: Introduction
• Course introduction
• Introduction to Revu for Drawing Management
Module 2: Slip Sheeting
• Overview
• Replace Pages
• Batch Slip Sheeting
Module 3: Introduction to Sets
• What is a Bluebeam Revu “Set”?
• The Sets Panel
• How to open a set
• How to navigate a set
• How to view superseded sheets in a set
Module 4: Creating a New Set
• Where to start
• Adding initial drawings to a set
• Exploring the default Categories
• Exploring the default Tags
• Saving the set
Module 5: Categories
• AIA standards vs the Canadian way
• How to change the Categories in a new/existing set
• How to change the default Categories for new sets
Module 6: Tags
• What is a Bluebeam Revu “Tag”?
• How to change the Tags in a new
• The Revision Number Tag – best practice
• Adding a custom Tag – why you should
• How to change the default Tags for new sets
• How to change Tags in an existing set

Module 7: Adding Change and Revision Documents to a Set

  • What is a “Change and Revision Document”?
  • Where should you save your Change and Revision Documents?
  • Set your Tags when adding Change and Revision Documents
  • Critical things to watch out for

Module 8: Publishing Sets
• Printing Sets (why would you print them, when digital is so much better?)
• Publish to a combined PDF – “Conforming Sets with dates”
• Publish to a Drawing Log
Module 9: Cloud Hosting Options
• Studio – Pro’s and Con’s
• Dropbox, Box, OneDrive, and similar – Pro’s and Con’s
• How relative Hyperlinks work when hosting on various platforms
• How absolute Hyperlinks work when hosting on various platforms
• Bottom lines to follow

Module 10: Wrap-up
• What to watch out for?
• How to resolve future challenges

  • The Hyperlinks course is REQUIRED as part of this course.
  • A working knowledge of the use of personal computers
  • A working knowledge of RFI’s, SI’s, and other change documentation
  • Bluebeam Revu Basics training course


  • Familiarity with PDF documents
  • Scroll wheel mouse
  • Microsoft Office Suite installed
  • Familiarity with the use of Microsoft Office software such as Word, Excel, PowerPoint
  • Familiarity with sending / receiving email

Any field or office professionals in the Architecture, Engineering and Construction (AEC) industry that needs to manage construction documents. These are typically individuals that work for the Owner, Architect, Engineer, Developer, Construction Manager, or General Contractor. Most trade contractors do not need to maintain as-built drawings and may find this course unnecessary for their needs.

This course is delivered in partnership between your local construction association and other associations throughout Western Canada. You’ll be participating in a cohort with industry peers from across these regions.

Morgan Garry is a Bluebeam Certified Instructor. He has over a decade of hands-on experience in the construction industry, including owning his own construction company and working for one of the largest GC’s in North America. He also holds a bachelor’s degree in construction management from BYU-Idaho. Most importantly, he’s a trusted expert in using Bluebeam technology on the construction site. Morgan’s classes and training have helped some of the top construction companies in North America to improve processes, workflow, and project management with Bluebeam Revu.

  • You will need at least TWO screens for the training to be effective.
    • The first screen needs to be a Windows computer with Bluebeam Revu 2020 installed. (See bluebeam requirements below)
    • The second screen is to display the Zoom meeting (this could be a second monitor, a larger tablet (9″ +) or a smart phone displayed on to a TV).
    • Optional: the third screen is to display the PDF workbook (this could be a third monitor, a larger tablet (9″ +) or a smart phone displayed on to a TV).
    • It is highly recommended that you also have a 3-button mouse (typical computer mouse)

It is highly recommend you have the most current version of Bluebeam Revu 2020 installed before the course. Any Windows version is ok (Standard, CAD, or eXtreme). If you have 2018 or 2019 installed that might be ok, but there are a few differences that can interfere with following along. If you have 2017 or older, you are not going to be able to follow along at all, since the interface is completely different. You can download a 2020 trial below and install it ‘side by side’ your existing install. This will allow you to continue to use your older version without losing your license and you can use the new version to follow along in the training. You can download a free 30-day trial here:

Cancellation Policy:

Payment is non-refundable for cancellations made within 5 business days of the course, or non-attendance on the day. Complimentary substitution of another member of your company is accepted. If CCA has to postpone or cancel courses due to insufficient enrolment, CCA will refund the registration fee or, if possible, the attendee may choose to move to an identical session in the future.


Did you know!!  Eligible employers can get government funding to help employees access training opportunities. The Canada-Alberta Job Grant will give you up to 2/3 of the registration fee (up to $10,000/employee/fiscal year) for training. Whether taking one course or a combination of courses, the total training must be a minimum of 21 hours and be completed within 52 weeks.