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Bluebeam Tutorial: How to convert Outlook emails to PDF December 17, 2014

Posted by carolhagen in archiving, Bluebeam Revu, email.
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Whether you have a discovery issue or you just want to archive all your email for one construction project, Bluebeam Revu’s Outlook Plug-In has you covered.  At the end of the year it’s always good practice to clear out your email by archiving.  The problem with Outlook is that the archive option keeps it stored inside Outlook…not an easy place to find documents or review them. This is why the Revu Plug-In is so great.  You can convert a single email, multiple emails or an entire folder of email (in bulk) and if you want, have all the documents password protected or stamped “as Archived on date” if you wish. And best of all, any attachments are automatically hyperlinked to the converted PDF document.  This video gives a good overview of the Bluebeam Outlook Plug-In:

If you don’t see the Bluebeam options on your Outlook ribbon and right click doesn’t have the convert to PDF option either, you may not have the Outlook Plug-in installed. Either contact your company administrator, or if you only have a single license, run Bluebeam Administrator.  The dialogue box brings up what plugins you have  Make sure they are checked, then click apply. Bluebeam Standard includes Office and Outlook.  Bluebeam CAD and Extreme add AutoCAD, Navisworks, Revit and SketchUpPro  to the mix.

How to install the Bluebeam Outlook PlugIn

I often share emails by converting them to PDF with password protection turned on, to limit printing and editing capabilities at the recipient’s end.  You can access the security from the Bluebeam “change settings” option in the Outlook Ribbon

How to change security permissions in Bluebeam converted email

Change settings in the Outlook plugin controls what prompts you see before converting to PDF and the page settings.  It also controls where the file or folder is saved to, the password security permissions and if designated, the stamp that is applied to the PDF.

Is your new year’s resolution to clean up your Outlook inbox or to remove old email?  Let Bluebeam help you delete with confidence!

If your firm (or a friend) needs to add Bluebeam licences, please Email Me Your Contact Info before Dec 31, 2014 and you’ll automatically get the Revu 2015 release for free!  Note this program is only available thru authorized Bluebeam resellers and is not available from Bluebeam direct.

 

 

 

 

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