Tutorial Series: How to turn scanned PDFs into organized and navigable document sets

In this tutorial series, we will show you how to use Bluebeam Revu to turn scanned PDFs into lean, organized, and easily navigable document sets.

There are many reasons that companies choose to go paperless; cost savings is certainly a big one, as is not having to store and manage a large quantity of bulky paper documents. Another big factor is being able to easily edit and navigate these document sets. What good are all those stored records if it's impossible to find what you need, after all?

The first step that most people will take is to scan all of those old paper documents into PDF. This is an improvement over paper, but it does not address the issue of organizing those documents and making them easily navigable. Also, depending on sheet size and resolution they can end up with large files that take up lots of space and are cumbersome to share.

Following the steps below, you will find step-by-step instructions to guide you down the path towards being paperless. Let's get started!

Part 1: Use the Reduce File Size feature to compress scanned PDFs into leaner, smaller PDF files. It is best to do this early in the process because all of the other steps will benefit.

Part 2: Run OCR (optical character recognition) on your scanned PDFs. This will make your scanned text selectable and searchable.

Part 3: Organize your PDFs into manageable document sets by splitting or combining pages. You can also easily drag, copy, and paste pages in the Thumbnails tab.

Part 4: Set up hyperlinks to make your PDFs user-friendly and easily navigable. You can hyperlink to various pages within a document or to completely separate PDF files. You can set up your hyperlinks individually, or create lots of them automatically via the new Batch Link feature in Revu 12.

    Enjoy! You have successfully turned a stack of papers into an electronic document set that is easily navigable, searchable, and shareable. Your coworkers, the environment, and your sanity thank you.

     


    Bohdee Staff
    Bohdee Staff

    Author