In the fast-paced world of project management, every minute counts. That’s why finding ways to streamline communication is essential for staying ahead of the curve. Bluebeam Revu, known for its robust document management capabilities, offers a hidden gem: the ability to create email templates directly within the software. In this blog, we’ll explore how you can leverage Bluebeam to create professional email templates, saving time and ensuring consistency in your communications.
Why Email Templates Matter
Email templates are invaluable tools for busy professionals. They provide a standardized format for common types of correspondence, such as project updates, meeting agendas, submittals, or RFIs. By creating your own email template, you can eliminate repetitive typing, reduce the risk of errors, and maintain a professional image in your communications.
How to Create an Email Template in Bluebeam
Bluebeam makes creating an email template as user friendly as possible. Below is a step-by-step guide to using the template feature.
- Open Bluebeam Revu, navigate to the “File” dropdown and click on the “Email Templates” option.
- From there, select “New Template” and you will be prompted to create a template by filling out the following information, as shown below.
- Once you’re in the template prompt, name your template for future use. From there, you can fill out any default information you like including standard recipients, copies and blind copies, and the subject and the body of your email. Once finished, hit OK and your template will be saved.
- Now when you are ready to send an email of the PDF you are working on, simply navigate to “Email Templates” and select your saved template. From there, Bluebeam will automatically create an email based off your template with the PDF attached, ready to send with one click.
And there you have it! With Bluebeam Revu, creating email templates has never been easier. Whether you’re managing a construction project, coordinating with clients, or collaborating with team members, email templates in Bluebeam Revu are a valuable tool for enhancing efficiency and productivity in your workflow.
