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Conjuring Digital Forms with Bluebeam Revu

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ASt provides Integrated Workplace Management Solutions (IWMS), Computer-Aided Facility Management systems (CAFM) and Autodesk AEC solutions that help professionals deliver better customer service, significantly reduce costs and improve the productivity of their entire organisation.

Forms are required everywhere in every industry. From obtaining personal information or product information, for dispatch, delivery or legal purposes – there is always a need to fill up details for record keeping. What if you need forms on the go, but not have a printer or paper handy ? What if there are plenty of forms required to be filled, such as in a shipping dispatch , where checklists & signoffs are required, the situation can go rather chaotic or disorganized rather quickly.

Carrying a lot of paperwork carries the risk of having information or pages being missed and sometimes messed up, especially in an outdoor setting, whereby the influence of different elements of weather may impair, dampen or devastate the physical properties of paper. This can be critical as forms are usually legal documents which signifies approval for an action/process to be done or verified.

 

Now, there is an option of just creating & carrying around digital forms. A commonly used method in the construction industry was to have forms stored in the cloud storage of Bluebeam Studios – which can be retrieved when required.

However, in the conditions where a person does not have a form at hand and would like to create one on the go, Bluebeam Revu form creating tools make impromptu form creation a very simple task.
Do note that these tools are only available on the Bluebeam Revu Extereme version.

 

 

Here is a list to describe the populatable form fills – to help you better understand what’s available.

Text Box – A standard field for storing  text, dates, numbers, email addresses, etc

Radio Button – Used to give multiple choice selection options, and can be grouped together

Check Box – Used to select or unselect a single option

List Box – Used to select one or more items from within a scrolling list

Dropdown List – Used to select one item from within a drop down menu

Button – Used to initiate a programmed action in the PDF, such as: running a calculation, validating fields, importing data, or running a custom JavaScript action

Digital Signature – Used to securely sign a document with an encrypted digital ID

 

Wonder how you can access these form creation tools ? They’re actually located on the ‘Tools’ tabs which carries the ‘Form’ module;

The ease of usage also includes the availability of the drop downs with options to choose from. The options can be created and listed. With the drop down option, form filling is made even easier by not requiring to write and just with the ability to choose. It is also handy to be able to see what’s what being available straightaway.

 

Whilst creating the form tools, Bluebeam Revu provides the option of giving it certain controls – via the properties at the side panel.

While you’re using the Form Editor, clicking any form field object will display properties in the side panel.  In the General properties, you can set the field’s name (i.e. to have the field  visible when printed or not, and whether the field should be Read Only or Required).  The Appearance tab is pretty straightforward; we have many of the same customisation that are available for general markups that can also be applied to forms.  Further options are available that are unique to each form field type.

Revu also have the smarts to detect they type of data needed to be filled in the form. For example, if a date is required to be filled in, Revu will prompt for a value format type of a date.

Considering we’re still in the subject of forms, another essential engagement to forms are signatures.

Revu also provides the ability to add digital  signatures to digital forms as well.

These digital signatures are encrypted IDs which are legally applicable or binding.

According to Bluebeam; “Digital Signatures are independently validated signatures placed on a document by somebody to approve the document in its current state. If changes are made to the document after the digital signature is placed, the status of the signature changes accordingly. An important distinction between digital signatures and electronic signatures is that the latter are not validated for authenticity. An electronic signature is simply an electronic representation of somebody’s autograph; a digital signature contains a unique digital ID to verify its authenticity. ”

 

Documents that have been digitally signed in the method of using a digital ID, the documents are automatically locked to editing and their status cannot be changed unless the signatures are removed which deems the document uncertified. Before you can digitally sign or certify a document, you need a digital ID in Revu. Your digital ID will be password protected.

 

It is fairly easy to manage and create your digital ID on Bluebeam Revu.

Should you like to know more about Digital Signatures or creating forms, reach out to us at training@advancedspatial.com.au or give us a call on 1300 672 888

 

 

 

Tai Nguyen

Tai Nguyen

Managing Director at Advanced Spatial Technologies

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About Us

ASt is an award winning company with over 24 years experience in software & hardware solutions. Specialising in design, collaboration & facility management solutions with Autodesk, Bluebeam PDF & FMSystems. We also offer trusted HP, Dell & Lenovo hardware, professionally customised to your work needs. Our professional services team offers support, training, configuration & CAD drafting. Contact us on 1300 672 888 or sales@advancedspatial.com.au for more info.

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