Review rooms

A review room is a live, lasting review session on the company server, like a Bluebeam Studio Session: everyone in the room sees markups and replies as they are made, the record stays after the room is closed, and a PDF report documents the meeting.

Before you start

• Your company's collaboration server must be set up. Review → Collaboration server: enter the Server URL (ask whoever runs the server), click Test, and set your Display name. Tick Follow whoever starts presenting if you want to follow presenters automatically.
• You must be signed in to iCOS (iCOS → Sign in to iCOS): the room knows you by your iCOS sign-in.

How to create a room

1. Open the PDF you want to review.
2. Review → Create room from this document.
3. Enter the Room name, the Meeting (e.g. "OAC #12, 2026-10-03") and a Description, then Create room.

The PDF is uploaded once. From then on, markups, replies and calibrations are shared live with everyone in the room. You can add more files with Add the current document.

How to join a room

1. Review → Review rooms opens the rooms panel on the right.
2. Search the list (tick Show closed rooms to see old ones) and open a room.
3. Open its file. Your changes now sync.

The status bar shows the connection: Up to date, "N change(s) sending…", or Offline — changes are kept and sent when the connection returns. You can keep working offline.

Presenting and following

• Review → Present shows your view to the room. Click Stop presenting when done.
• Others click Review → Follow presenter: their view follows yours. Scrolling, zooming or clicking the drawing stops following.
• Everyone's pointer shows on the drawing, with names, while they are in the room.

Mentions

Type @ and a name in a reply to mention someone. They get a notification under the bell button in the status bar (Notifications, Mark all read).

Guest links (people outside the company)

1. In the room, open Guest links.
2. Enter Who is it for? (optional), choose View and comment or View only, and how long it lasts (1 day to 90 days).
3. Create link, then Copy link and send it.
4. Revoke ends a link early.

The guest uses Review → Join with a guest link…, pastes the link, enters their name and clicks Join. They see only that room.

Room report

Review → Room report: a PDF record of the room with a summary, the participants, every markup with its replies (deleted ones marked) and the activity log. Tick Append the marked-up drawings to add the drawings, then Export PDF.

When two people change the same markup

If someone changed a markup first, your version is kept under Review → Sync problems. For each problem choose Keep mine, Keep both (copy) or Discard mine. Nothing is lost silently.

Closing and leaving

• Close room: nobody can change it afterwards, but its record (files, markups, replies, activity) stays and the room can be reopened (Reopen).
• Leave: stop syncing this document on your computer; the room keeps everything.
• A saved copy of a room document remembers its room. Open the rooms panel to Reconnect it.

Related

• Markup
• iCOS
• AI assistant (the room server can also carry AI requests)