Manual Transfer
Send files between ACC and Bluebeam Studio
Manual transfer is simple page, which divided into two sections; data source 1 and data source 2.
Select the data sources
To proceed with the file transfer, click Select a connection dropdown menu and choose the wanted data source to both sides of the page. Dropdown menu will list all of the available connections.
If the wanted connection is grayed out, please make sure that connection has been properly set up in Connections page.
Depending on the selected data source the next options are different.
Autodesk Construction Cloud:
Service: Select either Docs or Sheets
Hub: Select wanted ACC Hub, that has ACC-Bluebeam Connector installed to it
Project: Select a project
Bluebeam:
Type: Select either Project or Session
Project / Session: depending on the type, select the wanted project/session
File transfer (ACC Docs)
Once ACC Docs has been selected as one data source, user navigates to the right folder and selects the wanted file by clicking the checkbox in front of the file.
It is possible to select one or multiple files at the same time. Click the checkbox at the top to select all the PDFs within the folder at once.
After files have been selected, click Transfer selected at the bottom of the page.
In case there is a file with the same name on the receiving end, user will get either an error message (if the overwrite is not possible) or a prompt whether they really want to overwrite.
The connection is live, so once the file transfer is over, files are available in the other platform.
File transfer (ACC Sheets)
If ACC Sheets was chosen as data source, the transfer itself works the same way as with any other source. The only difference is that ACC Sheets can be filtered within ACC-Bluebeam Connector.
Filtering
As a default the latest version of sheets is displayed. Filtering allows user to select the older sheets. Filtering is done by clicking the "burger" menu and selecting Filters.
Filter sheets is straightforward, as there are only four options:
Version set
Listing all the available version sets, these can be dynamically search by starting to type.
Collections
If collections are being used, these can also be used a filter
Tags
Tags can also be used as a filter, clicking the field shows all the assigned tags. These can also be dynamically searched by starting to type.
Results must include all tags
In case multiple tags were selected, this option will narrow down the results to sheets including all the selected tags.
After all the wanted filters are selected, proceed by clicking Apply changes.
Exporting Sheets
It is possible to select one or multiple sheets at the same time. Click the checkbox at the top to select all the PDFs within the folder at once.
After files have been selected, click Transfer selected at the bottom of the page. If multiple sheets were selected, it is possible to choose to combine the selected sheets to one file or keep each sheet as a separate file.
In case there is a file with the same name on the receiving end, user will get either an error message (if the overwrite is not possible) or a prompt whether they really want to overwrite.
The connection is live, so once the file transfer is over, files are available in the other platform.
Importing Sheets
ACC-Bluebeam Connector allows user to import PDF files to ACC Sheets. Process starts, by selecting the wanted PDF file from Data source (e.g. Bluebeam Studio Session or Project) and click Transfer selected towards ACC Sheets.
The Connector guides user through Import Sheets dialog and here are the steps:
Choose either New version set or Existing version set
If New version set was chosen, define a name, issuance data and collection to the imported sheets. Continue the import process by clicking Next. After filling the needed information continue to step 2
If Existing version set was chosen, select the wanted version set. Continue the import process by clicking Next. After selecting, continue to step 2
Sheets will go through same OCR process as it would when uploaded via ACC user interface.
It automatically detects the page numbers and labels, click next to continue.
Last step is to edit the titles and tags if needed and finalize the process by clicking Publish.
Depending on the internet connection, this may take few moments.
File transfer (Bluebeam Studio Project)
If Bluebeam Studio Project was chosen as a data source, the file transfer is very easy and straightforward. Once the right project is selected, folder and file structure is displayed.
It is possible to select one or multiple files at the same time. Click the checkbox at the top to select all the PDFs within the folder at once.
User selects the wanted files and clicks Transfer selected at the bottom of the page.
File transfer (Bluebeam Studio Session)
If Bluebeam Studio Sessions was chosen as a data source, the file transfer is very easy and straightforward. Once the right project is selected, folder and file structure is displayed.
It is possible to select one or multiple files at the same time. Click the checkbox at the top to select all the PDFs within the folder at once.
User selects the wanted files and clicks Transfer selected at the bottom of the page.
If the session is still active, the connector will automatically create a snapshot from the present time. Meaning that the collaboration session is uninterrupted, but the PDF(s) with latest markups can be transfer elsewhere.
Summary
File transfer is easy and straightforward, choose data source 1 and 2, select the wanted files and click Transfer selected. In case there are additional steps or actions required, the Connector will guide you through the process.
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