How do I export to Bluebeam and import markups back?
Quick answer: The Bluebeam dropdown top-right of the Findings toolbar has two options — Export to Bluebeam (send the AI's pins and text as Bluebeam markups) and Import from Bluebeam (bring your reviewer markups back into CrossBeam). The round-trip means you can mark up in Bluebeam as usual and still have your annotations surface in the final corrections letter.
The dropdown
Bluebeam → two options:
- Export to Bluebeam — generates a PDF or XFDF with every current finding as a Bluebeam markup. Pin location, title, code citation, and description come through.
- Import from Bluebeam — upload a marked-up PDF from Bluebeam, preview the exact changes, and merge reviewer markups back into this project's findings. XFDF import is not supported yet.
Round-trip workflow
- Triage in CrossBeam first if you want (not required).
- Export to Bluebeam. Download the marked-up PDF. (An XFDF sidecar may also be available for outbound use.)
- Open it in Bluebeam Revu or Bluebeam Cloud. Mark up as you normally would — add your own pins, edit AI pins, strike through false positives.
- Save the file.
- Back in CrossBeam: Import from Bluebeam. Upload the file.
- Review the preview, including any findings that will be dismissed, then select Apply changes.
- Your reviewer markups merge with the original findings. Select Generate corrections letter when the set is ready.
What carries through
- Pin location.
- Finding title and Required Action text.
- Code citation.
- Sheet anchor.
Tips
- Edits you make in Bluebeam update the matching finding when you re-import — you don't need to redo the edit inline in CrossBeam.
- If you add a brand-new markup in Bluebeam that isn't tied to an AI finding, it comes in as a new reviewer-added finding.
- Deleting an exported AI markup dismisses that finding. CrossBeam lists every pending dismissal before you apply the import.
- Import the annotated PDF itself, not an XFDF sidecar or a flattened print. CrossBeam needs the PDF annotations to match edits and pins.