A Winning Strategy: Document Control

Devise a winning document control strategy with Revu. Starting your project with the end goal in mind, thinking about who will need to access files, and how the files should be organized will help you to conquer the challenge of document control throughout your project.


Tips for Document Control:

1. Set up documents for success: Be consistent with your file naming convention and title block information, and use search-friendly TrueType fonts instead of SHX fonts. This keeps batch processes running effectively when you add in document revisions. For best practices, see the Construction Progress Coalition’s guidelines for document setup .

2. Create helpful page labels: Use AutoMark to batch create page labels and bookmarks using title block information.

3. Use lightweight files: Instead of using large multi-page PDFs, separate files into single pages to reduce load times. Go to Document > Pages > Extract Pages, and name the files using page labels. To interact with your files as though they were still a multi-page document, use Sets.

4. Automate with batch tools: If you work with single pages (re: tip 3), you can use Revu eXtreme’s batch tools to run processes across individual pages. Options include Batch Link, Batch Slip Sheet , Batch Markup Summary reports and more.

5. Consider a seat of eXtreme: Assign a seat of Revu eXtreme to the team member responsible for document control. With powerful batch processing tools that cut redundancy by performing the same task on many documents at once, it’s the ideal edition for conquering this challenge.

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