The Raken + Bluebeam integration embeds Bluebeam Studio Sessions directly into your Raken RFI workflow. Instead of managing email chains and manual file downloads, create a virtual collaboration room linked to a specific RFI — where stakeholders mark up the same PDF simultaneously, and finalized annotations are automatically returned to Raken as new attachments.
Quick Answer
To use the Bluebeam integration:
Log into the Raken web app, click Company > Integrations, and enable the Bluebeam integration.
Open any RFI and authenticate your individual Bluebeam account when prompted.
Check the Create Bluebeam Session box when creating or editing an RFI to link a Studio Session.
Requires the Performance Plan and an active Bluebeam Core or Complete license.
How It Works
When you create a Bluebeam Session on an RFI, all PDF attachments from that RFI are automatically pushed into the Studio Session. Invitees — which Raken pre-populates from the RFI's assignees — receive an email with a direct link to the session and perform their markups in Bluebeam's environment. When collaboration is complete, you finalize the session in Raken and the marked-up files are automatically attached to the RFI as new documents (prefixed with "Bluebeam" for easy identification).
The integration connects at the user level — each person who works with Bluebeam Sessions in Raken must authenticate their own Bluebeam account. This ensures that permissions within Bluebeam Studio are properly tied to individual users.
Step 1: Enable the Integration (Account Admin)
Log into the Raken web app. Click Company in the left side navigation, then click Integrations. Find the Bluebeam tile and toggle the integration On. This enables the feature for your entire company — individual users still need to authenticate their own Bluebeam accounts before creating sessions.
Step 2: Authenticate Your Bluebeam Account (Per User)
Open any RFI in Raken. A Bluebeam banner will appear at the top of the RFI. Click the banner to start the login flow. Sign in with your Bluebeam credentials and authorize the connection. Once authenticated, your Bluebeam email will appear in the RFI view to confirm you're connected. You only need to authenticate once — your credentials are stored for future sessions.
Step 3: Create a Bluebeam Session on an RFI
On a New RFI
Create a new RFI and attach the relevant PDF files.
Check the box labeled Create Bluebeam Session before saving.
Review the pre-populated list of session invitees (pulled from the RFI's assignees). Add or remove people as needed.
Save the RFI. The session is created automatically and invitees receive an email with a direct link.
On an Existing RFI
Open the RFI, click to edit it, check the Create Bluebeam Session box, configure invitees, and save. Sessions can be added to existing RFIs at any time before the RFI is closed.
Session naming: Sessions are automatically named using the format [Project Name] - [RFI Number].
Step 4: Collaborate in Bluebeam
Invitees open the session from their email link and perform markups using Bluebeam's full toolset — comments, measurements, callouts, and more. Session permissions (who can add files, mark up, etc.) are managed within Bluebeam Studio. All PDF attachments from the RFI are present in the session from the start.
Markups made using Raken's built-in markup tool on the original attachments are compatible with Bluebeam — your field notes transfer to the Studio Session without loss.
Step 5: Finalize and Close
When collaboration is complete, return to the RFI in Raken and click Finalize Session. Raken takes a snapshot of the marked-up documents and attaches them to the RFI as new files — prefixed with "Bluebeam" for easy identification. The session link is closed after finalization.
While not required, finalizing the Bluebeam session at the same time you close the RFI in Raken keeps your records fully synced.
Troubleshooting & FAQ
Can I create more than one Bluebeam Session per RFI?
No. Each RFI can be mapped to only one Bluebeam Session. Once a session is finalized, the link is closed and cannot be reopened. If additional collaboration is needed, a new RFI should be created.
Can external contacts who don't have Raken accounts join a Bluebeam Session?
Yes. Session invitees only need a Bluebeam account — not a Raken account. Anyone with a valid Bluebeam account and a Core or Complete license can be invited to the session via the RFI.
Does every user need their own Bluebeam credentials?
Yes. The integration connects at the user level. Each person who creates or manages Bluebeam Sessions in Raken must authenticate their own Bluebeam account. Raken does not support a shared or company-level Bluebeam login.
What Bluebeam plan is required?
Each user must have an active Bluebeam Core or Complete license to initiate or participate in a Studio Session. Contact Bluebeam for plan details.
Can I see the Bluebeam Session status on mobile?
The Raken mobile app displays a Session Linked indicator on RFIs that have an active Bluebeam Session, giving field teams visibility without needing to manage sessions from mobile. Session creation and finalization are managed from the web app only.
Technical Specifications
Compatibility: Raken web app (session management); Raken mobile app (session status indicator only)
Offline Capability: No — requires an active connection
Integration type: API — sessions created and managed in real time
Raken plan required: Performance Plan
Bluebeam plan required: Core or Complete license per user
Role required: Account Administrator to enable the integration; all users to authenticate and create sessions
GA date: March 2, 2026
Considerations
Requires the Performance Plan and an active Bluebeam Core or Complete license per user.
The integration is enabled at the company level by an Account Admin, but each user must authenticate their own Bluebeam credentials before creating sessions.
Each RFI supports one Bluebeam Session only — once finalized, the session cannot be reopened.
Session creation and finalization are web app only. Mobile shows session status only.
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More Questions?
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