MG Blog

Document Security in Bluebeam Revu

Written by Alex Arriaga | Sep 20, 2022 9:19:15 PM

In Revu®, security can be set to restrict users' access to a PDF. We can require the user to enter a password to read or edit the file. Check options on or off to ensure specific features cannot be utilized on the locked file without unlocking first. Please note that some actions, such as certifying or digitally signing a document, automatically secure it.

 

The security options are located in the Document menu tab.

 

A new window displays showing the different Document Properties. From this location, we can quickly glance at the current security settings. We will see either an Allowed or Restricted option listed. The current example has no security limitation. 

 

We are now given the PDF Security settings.

  1. We can require a password for users to open the file. In this location, you can type in the password to open and view the file.
  2. In this location, we can set what features can be performed on the file. We can enable to disable to below features:
    • Enable/Disable – Printing
    • Enable/Disable – Changes
    • Enable/Disable - Copying text or images
    • Enable/Disable - Extracting content out of the file

Note: two passwords have been created. There is the view or open password, and then there is the Master Password that manages the whole document. I highly recommend not forgetting this password.

 

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Alex Arriaga is a Bluebeam Design Technology Specialist at MG AEC Technology Partners. Alex is a Bluebeam Certified Instructor, Bluebeam Certified Support Representative and a member of the Denver Bluebeam User Group. He works with organizations and individuals in furthering their workflows with and knowledge of Bluebeam Revu.

Bluebeam Revu is a registered trademark of Bluebeam, Inc., used under license