PDF Form Creation and Digital Signatures using Bluebeam

Bluebeam Revu Extreme has all the functions you'll need to quickly and efficiently create PDF forms that include text boxes, buttons, check boxes, digital signatures, drop down lists, and more.

While anyone can fill PDF forms and sign using their digital signature with any edition of Revu (Standard, CAD, or Extreme), only Revu Extreme has the capability to create fillable form fields within a PDF.  In our opinion, it's one of the top reasons to upgrade to Revu Extreme.

To get started, there are 3 ways to access the Form Editor: Revu PDF Form Editor

  1. Click the Form menu, then click Editor
  2. Keyboard shortcut Ctrl + Shift + F
  3. Add the Forms Editor toolbar by clicking View, Toolbars, and then checking the Form toolbar

 Revu Form Toolbar

 

Creating and Adding Forms

Using the Form Editor, we can click and add any of the following form field types.  Notice how a list of the form fields we've added automatically populates:

Revu Form Editor

Text Box - a standard field for storing  text, dates, numbers, email addresses, etc

Radio Button - used to give multiple choice selection options, and can be grouped together

Check Box - used to select or unselect a single option

List Box - used to select one or more items from within a scrolling list

Dropdown List - used to select one item from within a drop down menu

Button - used to initiate a programmed action in the PDF, such as: running a calculation, validating fields, importing data, or running a custom JavaScript action

Digital Signature - used to securely sign a document with an encrypted digital ID

 

 

Modifying Form Field Properties

While you're using the Form Editor, clicking any form field object will display properties in the side panel.  In the General properties, we can set the field's name, whether the field is visible when printed, and whether the field should be Read Only or Required.  The Appearance tab is pretty straightforward; we have many of the same customizations that are available for general markups that can also be applied to forms.  Further options are available that are unique to each form field type.  In this example we have options to add items to our Dropdown List in this sample Punch List.

Revu Form Properties

 

Check out Bluebeam's free workflow tutorial video on PDF Forms to watch these steps from start to finsh:

 

Digital Signatures in Bluebeam Revu

Bluebeam Revu makes signing documents digitally a breeze.  From start to finish, we'll show you the simple steps to create a secure and unique digital signature, how to manage and customize your IDs and signature appearances, insert signature fields into PDF documents, and lastly how to sign and validate your electronic documents.

  • Create a digital ID  

 If you don't already have an existing digital ID, or would like to create a new one, you'll start by clicking on the Documents menu, then Signatures, then Digital IDs.

Revu Signature Menu

 

In the Manage Digital IDs menu, you'll have the ability to manage and export existing IDs as well as create a new one.  Click the green + symbol to create a new digital ID.  Populate the fields with your information.  Especially important are the email address and password associated with the Digital ID.  These unique attributes are what define you as you.  Make sure to set a secure password that you can remember.  If you lose or forget the password, there's no way to recover that Digital ID and you'll have to start a new one.

Revu new digital ID

Now that we've created our Digital ID, the next step will be to customize how your Digital Signature appears when you sign a PDF document.

 

  • Customize your signature's appearance  

 Revu allows you to take control of your signature's appearance to ensure your digital signature looks professional and clean.  Navigate to the Manage Digital IDs menu by clicking on the Document menu, Signatures, then Digital IDs.  Click on the Manage Appearances button at the bottom to bring up the Appearances menu.

A common element people add to the their digital signatures to more closely match their physical signature is an electronic image of their handwritten signature.  Notice how in the example below, a scanned image of the handwritten signature is used by selecting the File button in the Graphic section.  Feel free to choose any of the text options you'll need in your signature and select whether you want the font size to scale automatically with your signature's size or be set to a certain preset size.

Revu signature appearance

 

  • Insert a digital signature field (Revu Extreme only)  Signature Box

 As we discussed previously in the Forms section, in Revu Extreme you can add a Digital Signature form field by using the Forms Editor.  Once the signature box is placed in the PDF, it can be signed digitally using the signature we created.

  • Digitally sign a PDF  

 Lastly, when we want to sign a PDF document, we will click on an unsigned signature field to sign it.  Notice how the mouse icon changes to a hand holding a pen when you hover over the field.  To sign, we'll need to enter our password for the Digital ID (you'll see a drop down if you are using multiple IDs) and add optional fields like a reason for signing and contact information.

Notice how in the signature menu we also have the options to create a new Digital ID and new Signature Appearance if necessary.

Once the password is entered, click OK to sign.

Revu Signing Digitally

 

Again, you can check out Bluebeam's free workflow tutorial video on signatures and document security here:

 

To summarize, you can use any Bluebeam Revu edition to fill and sign PDFs; however, only Revu Extreme gives you the ability to create form fields in a PDF.  For the best discounts on Revu Extreme, shop with us today!


Bohdee Staff
Bohdee Staff

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