Configure: Accela + Bluebeam Studio

Prerequisite

The Authorization of Bluebeam should be set before.

Configure Accela- Bluebeam

Open the Velosimo Login page and complete with appropriate user credentials.

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Once you get logged in, the following UI is diplayed. Click on Integrations to open it.

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Navigate to Accela- Document Review section and click on Bluebeam Tab:

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Enable both settings for sending emails to users for Bluebeam Studio Session and Project updates. These options notify users of updates to Bluebeam Studio

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Open Route to Bluebeam Studio Section and complete it as the example shows in the following image. The Document Categories and Status values selected here, control which documents are picked up by the Plan Review connector and sent to Bluebeam Studio for review.

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Open Settings for Corrections Section and complete it as the following image illustrates. These settings control the Category and Status of documents for the Correction deliverable.

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This is the status you should select for Corrections from Accela-> Workflow ->Plans Coordination:

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Open Settings for Approvals Section and complete it as the following image. This is the status you should select for Approval from Accela-> Workflow ->Plans Coordination:

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