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Bluebeam Tip: Email Templates January 2, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software, email.
Tags: , , ,
3 comments

For those of you still not using a Construction project management solution or Bluebeam Studio and the notifications feature, you are likely sending many emails for RFIs, Submittals, etc. to the architect, general contractor, specialty trade or engineer. Bluebeam has PDF document templates for RFIs as a PDF document and as fillable form. If you correspond frequently with the same few people on a project, why not make email templates to expedite the process?

Bluebeam email template prefills Email templates can be prefilled with To, CC, BCC, Subject, and Message so you can create a template for a specific Architect when sending an RFI, like this that reduces keystrokes for your project manager:

To create an email template in Bluebeam, click File
and hover over the down arrow next to Email, then select Manage E-mail Templates Bluebeam RFI email template between You and the Architect
If you have a large project with over 100 RFIs expected, you may want to put the Project Name in the Subject line and save the template as RFI to specific Architect for Project XYZ. Obviously you can do the same thing for submittals and to other recipients you frequently email.
Choice of email templates appear in the Bluebeam dropdown listWhat you end up with is a dropdown to select from like this (right). Email templates are especially handy for project managers assigned to one project for an extended timeframe.

Note that the dropdown list appears in alphabetical order. Be careful to create a good naming convention either by type of correspondence (RFI, Submittal, etc), by project name, or by recipient for consistency and ease of use.

Question for my readers:
What Document templates have you created beyond the Fax, Field Report, Invoice, Memorandum, Punch, RFI and submittal choices delivered with Bluebeam Revu? Please share your list of templates and forms in the comments.

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Next week I’ll cover notifications inside Bluebeam Studio.

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