Systems and records
Bluebeam Studio Sessions and Projects: how long markups are kept
By SourceX Editorial · Updated
Short answer
Bluebeam Studio Session retention is short by design: a Session exists for a review and then closes, and its markups last only as long as the marked-up files and markup summaries someone saves to the project record. Studio Projects hold files and versions longer. The rule: close every Session by saving the marked-up PDFs and a markup summary.
Key takeaways
- Studio Sessions are for live markup on shared copies of PDFs; Studio Projects are for storing and versioning files.
- Markups made in a Session reach the permanent record only when someone saves the marked-up files.
- A markup summary keeps author, date, status and comments in a table that outlives the Session.
- Expiry and storage rules depend on your Bluebeam plan and version, so check them in your own account.
- Review comments are often the firm's own expertise, while the drawings may carry client or owner rights.
How long are markups kept in a Studio Session?#
Markups in a Studio Session are kept for as long as the Session exists, and a Session is built to be temporary: it opens for a review, attendees mark up shared copies of the PDFs, and the host ends it when the review is done. After that, what survives is whatever someone saved.
Session limits, expiry options and storage rules depend on your Bluebeam plan and Revu version, and they change over time. Check the current settings in Studio and in Bluebeam's documentation rather than relying on how long an old Session happened to stay open.
The practical rule follows from that: treat every Session as disposable, and treat the saved files and markup summary as the record.
Studio Sessions versus Studio Projects#
Studio Sessions and Studio Projects solve different problems, and firms that blur them lose markup history. A Session is a shared review room; a Project is a shared file cabinet.
Review history is most exposed at the boundary between the two: the review happens in a Session, but nobody moves the result into the Project or the firm's document system.
| Question | Studio Session | Studio Project |
|---|---|---|
| Purpose | Real-time markup on shared copies of PDFs | Storing, sharing and versioning project files |
| What persists | Markups and the Session record while the Session is open | Files and their check-in history while the Project is kept |
| Who controls the end | The Session host | The Project owner and admins |
| Typical risk | Session ends before marked-up files are saved | Project deleted or left on a lapsed account |
| How to keep the record | Save marked-up PDFs and a markup summary to the project folder | Copy final files and versions to the firm's document system |
- 01Your work records
- 02Personal details removed
- 03You approve the release
- 04Licensed to AI developers
What markup history actually contains#
Markup history contains far more than clouds on a sheet. Each markup in Revu's markups list carries fields that turn a drawing review into a structured record of who raised what and how it was resolved.
A Session also keeps a record of attendee activity while it is open. Save it with the files if your QA/QC procedure needs proof of who reviewed a set and when.
- Subject and comment text, which hold the reviewer's reasoning.
- Author and date, which show who raised the issue and when.
- Status and replies, which show whether an issue was accepted, rejected or completed.
- Page label and layer, which place the comment on a sheet and a discipline.
- Custom columns, which firms use for discipline codes, RFI numbers or severity.
Closing checklist before a Session ends#
A closing checklist protects the review and takes little of the host's time. Build it into the host's routine so it happens on every Session, not only on the ones that feel important.
- Confirm all attendees have finished and every markup has a status.
- Save the marked-up PDFs from the Session to the project folder, with file names that include the review type and date.
- Export a markup summary from the markups list, including author, date, status, comments and custom columns.
- Save the Session record or attendee report if your QA/QC procedure needs it.
- Link the saved files to the RFI, submittal or review entry in your project management system.
- Only then end the Session.
Where markups belong in the project record#
Markups belong with the review they document: internal QA/QC checks, submittal reviews, RFI responses and coordination reviews. Filed that way, a markup summary shows how a design issue was found, discussed and closed, which is easy to lose when only the issued drawings are filed.
Set retention for these files with the rest of the project record. Owner contracts, professional liability considerations and state rules all shape how long architects and engineers keep project files, so decide once at the firm level rather than Session by Session.
Name markup files the same way on every project, with project number, review type, sheet range and date, so they sort and search consistently years later.
Signs your firm is already losing markup history#
The signs of lost markup history show up in claims, staff turnover and quality audits rather than in Bluebeam itself. If several of these sound familiar, the closing checklist is overdue.
Each sign points to the same fix: decide where review records live, name who saves them, and check a sample of recent reviews each quarter to confirm the habit holds.
- Issued drawing sets in the document system have no companion review file.
- RFI responses refer to comments that nobody can now find.
- Old Session invitations in email point to Sessions that no longer open.
- Reviewers keep personal copies of marked-up sets on their own laptops.
- QA/QC logs record that a review happened but not what it found.
Illustrative: a structural engineering firm stops losing review comments#
Illustrative: a fictional structural engineering firm runs internal QA/QC reviews of drawing sets in Studio Sessions. Senior reviewers mark up each set, project engineers respond, and the project manager ends the Session when the set is issued.
During a claim on an older project, the firm finds the issued drawings but none of the review comments, because Sessions had been ended without saving marked-up copies or summaries. The COO adds the closing checklist, a custom column for discipline, and a rule that every summary is filed against the review in the firm's Deltek project record.
The outcome: each issued set now has a companion review record showing what was caught and how it was resolved. The summaries also become a teaching resource for new engineers, sorted by issue type.
Who owns markups, and can review history be licensed?#
Ownership of drawings and markups depends on the owner agreement. Standard EJCDC owner-engineer agreements, for example, say documents prepared by the engineer are instruments of service and that the engineer retains an ownership and property interest in them, including the copyright and the right of reuse. Other contracts give the client more, so check each project's terms.
Review comments often capture the firm's own expertise: how a senior engineer spots a load path problem or a missing detail. SourceX looks at such records through the SourceX five-step transaction (Supply, Rights, Preparation, Approval, Delivery). The Rights step separates firm-owned review history from client-controlled drawings, and Preparation removes project names, addresses and personal details before the firm approves anything.
Frequently asked questions
Can we recover markups from a Session that has already ended?
Sometimes. Check attendees' local folders and the project folder for copies saved with markups during the review. If nobody saved the files or a summary, the markups may be gone for good, which is why the closing checklist matters more than any recovery effort.
Should markups be flattened before filing?
Keep an unflattened copy for the record, because flattened markups become part of the page and lose their author, date and status fields. Flatten a separate copy only when you issue drawings to others and need the markups fixed in place. Label the two copies clearly so nobody files the flattened one as the record.
Do Studio Projects replace a document management system?
For many firms, no. Studio Projects work well for sharing working files with internal teams and outside partners, while the firm's document or project management system holds the official record. Decide which system is the record, then copy final files and summaries there.
How do markups relate to RFIs and submittals in Procore?
Markups often explain the answer to an RFI or why a submittal came back revised. Attach the markup summary or marked-up PDF to the RFI or submittal record so the reasoning travels with the decision instead of living only in a Bluebeam file.
Is a markup summary useful on its own?
Yes. A summary of comments, statuses and authors across many reviews shows which issues recur by building type or discipline. Firms use it to tighten checklists and train staff, and it is far easier to review for confidentiality than a stack of marked-up drawings.
Sources
- EJCDC E-500 Owner-Engineer agreement language (2014 edition excerpt) states that all Documents are instruments of service and the Engineer retains an ownership and property interest therein, including the copyright and the right of reuse at the Engineer's discretion, whether or not the Project is completed. Source
- The EJCDC E-520 short-form agreement states that all documents prepared or furnished by Engineer are instruments of service and Engineer retains an ownership and property interest, including the copyright and the right of reuse, whether or not the Project is completed. Source
Related resources
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