Documents

From Upload to Mark-Ups get your current documents shared right.

Written By Patrick

Last updated 2 months ago

Mercury uses the Current Set folder as the location to keep the version everyone should reference. No need for file or folder names with version numbers, dates or mystic codes like “final” in them.

Hey Design Team!

For things like drawings and specs to be uploaded clear and quickly we need your help. Mercury depends on the properties from Revit for reading sheet names and inserting links to details. Please make sure your PDF export includes those Hyperlinks, Bookmarks and Page Labels! Thank you! Here’ how to Export to PDF from Revit with Hyperlinks.

Mobile Document Navigation

Traveling through a drawing or spec set is handled with the drawing list at the top of the screen and the arrows at the bottom. Search the list from the top or jump one page or retrace your stops with the View Last arrows.

Mark Ups

No need to define each tool here, but keep in mind mark-ups will be seen by all when made on the Public and Current Set and can be done on any document (including specs). Mark-ups will copy forward when pages are replaced.

  • **Pin or link to Forms (like RFIs) to drawings

  • Cloud area’s in any shape

  • Add shapes from circles to arrows

  • Highlight text or Freeform

  • Measure or Simple Take Off

  • Downloading page can be done in this same tool bar too.

** Check this article on how to Customize Pin Labels.

Drawing & Spec Upload

Admin Permissions required.

Mercury will take a multi-page pdf and break it out to view individual pages matching the bookmarks included in that PDF. Here’s a visual aid of Mercury next to a bookmarked PDF from this article. If you don’t have bookmarks scroll to the bottom of this article for how create them automatically with Blue Beam. For specs, only the first page of the section needs a bookmark.

  1. Verify Bookmarks and Page Labels are included and titled correctly

  2. Break down the drawing set into files by discipline (Architectural, Structural, Civil, etc).

  3. From Current set hit the + and then name the set (folder).

  4. Open the folder and select + Document

  5. Choose the Document type

  6. Select upload and choose the file. Repeat this step for each set.

  7. SPECIFCIATION ONLY: Prior to viewing any pages, verifying the title and page range by selecting the three dots next to the title, select edit and then the Update Range flag.

Update Individual Pages

Admin Permissions required.

Updating documents is critical, so here is how to replace pages one at a time.

  1. Select the sheet in need of replacement

  2. Select the three dots and next to the page name and click New Version

    1. Verify Page Name, and Enter Revision information. Revision Name will appear next to the V1, V2, V3 like the example below that shows ASI002.

    *Revision information provides accurate document log exports.

Bulk Update Documents

If you have multiple pages to be replaced (like an ASI) use the bulk update option to avoid individually replacing each sheet. *PDF BOOKMARKS ARE STILL REQUIRED.

  1. Select the 3 dots next to the Section Name at the top of the page list.

  2. Choose Bulk Update

  3. Enter Revision information and then Choose File

  4. Resolve Any Conflicts and then Review Mappings

    If there are bookmarks that don’t align well enough you’ll receive the prompt below.

    -Create New Page: The page doesn’t replace an old one.

    -Map To Existing: Select the page that needs to be replaced (the bookmarks didn’t match).

    -Skip Bookmark: No new page needed.

  1. Review Mappings

    This is the double check that the new pages were named replaced correctly.

Edit Version Information

The version number, date, title and description can all be edited in case it was uploaded incorrectly or missed.

  1. Select the three dots next to the page name and select the version in need of editing.

  2. Review the page name and update Revision information and Save.

To Recycle only the current version, but not the whole page, select Recycle and then choose “Delete only version __ (current)”.

Export Drawing or Spec Log

Need a list of drawings or specs in a CSV (Microsoft Excel without formatting) file?

  1. Select the three dots next to the Section Name and choose Export Log (CSV).

  2. Choose Export CSV

    1. Open your downloads folder to find a CSV file like this one.

      *Make sure your Version information is accurate on each page!

Drawing and Specification Export

Use these features if a PDF copy is needed for record or just to be used outside of Mercury.

  1. Select the three dots next to the Section Name and choose Export Document.

  2. Choose Export PDF

  3. A new tab will open with a single PDF with Mark-ups. Pop-up blockers could stop the new tab from opening so use the “Click here if the download…” in the message.

Good to Know

  • When pages are replaced any existing markups will transfer forward to the new version (and stay on the old one).

  • Selecting the Document name in the far upper left will open a search box for page titles of that document.

  • The Private folder can only be viewed by you, but Public can be seen by all users with access to the Documents.

  • Archive removes the document from the project, but just let us know if realize you need it someday.

  • PDF didn’t come with bookmarks and Page Labels? Bluebeam has multiple features to create or modify them. If the bookmarks panel is empty, see if the page labels show where the page numbers are located in the bottom center. If so, inserting bookmarks is easy. Here’s a link Bluebeam Technical Support - Bookmarks or if you don’t even have that watch the video below. Once you have Page Labels or Bookmarks, adding the other is simple.