Export a BEP to PDF, get it signed and make a Word copy

Play video: Export the PDF, get it signed, and make a Word copy

Who this is for

Managers. Exporting needs the Manage Files permission, and adding signers needs the Request eSignatures permission, which Editors do not have by default. Signers only need access to the project.

Why it matters

Signatures on a printed BEP are already out of date by the time everyone has signed. Exporting the Published sections and asking for signatures in Plannerly gives you a dated file that records who agreed it.

Export the BEP as a PDF

1. Make sure the sections you want are Published (see Share for review, then publish).
2. In Docs, select Export, then Create Document. The document builder opens full screen. Nothing is saved until you select Create.
3. Select Add part and choose your BIM Execution Plan from the Docs list.
4. Open Settings & filters, then Filters. Give the document a title.
5. Under Status, change All Sections to Published so only the agreed sections are included.

Ask for signatures

1. At the top of the builder, open Signatures. The window asks Who needs to sign?
2. Tick each person who needs to sign, then select Done.
3. Check Access (who can open the file) and the Package title, then select Create.

Plannerly shows "Preparing export..." while it builds the PDF, then saves it in File Manager. You can keep working.

What each signer does

1. Each signer gets an email asking them to sign. When they open Plannerly, they see a banner: Needs your signature. They select Review requests.
2. They read the document, enter their signature, and select Approve & sign. They can also Decline or Request another signer.
3. Plannerly confirms "Your signature has been saved for this revision."

In File Manager, the file's signature column shows progress. For a file that already exists, use Request there to Send signature requests with a Signing order, an optional Due date and reminders.

Make a Word copy

1. In File Manager, open the file's options menu (the three dots on its row).
2. Choose Create .docx. Plannerly shows "Generating Word file..." - carry on working while it builds.
3. The Word file appears in File Manager. To save the signatures from the PDF, use Download Signatures on the PDF's row.

If it doesn't work

"This feature is not available for your role"

Exporting needs the Manage Files permission. Ask a project manager to export, or to change your role.

I can't see Signatures

You need the Request eSignatures permission. Managers have it by default.

"This project has reached its monthly limit in eSignatures"

Your plan allows a set number of e-signatures per project each month (Free allows 2), and the count starts again at the start of the next month (UTC). Pro and above have no limit. Ask an account admin about the plan.

"This feature is not available on this account's current plan" on Create .docx

Word copies are not included on the Free plan. They come with Pro and above. The account owner can check Account Settings, then Subscription, or see the pricing page.

The PDF has a watermark

Exports on the Free plan carry the Plannerly header and footer. A paid plan or an active trial removes them. A watermark can also come from the Watermark setting in the export builder.

Common questions

Related

• Export your MIDP, each team's TIDP and a RACI matrix - the next lesson.
• How to include section comments in your export
• How to automate PDF exports
• Stop tables going outside the page when exporting

Take the free Plannerly Essentials course - every lesson is a short video like this one, with a certificate when you finish.