Select the Export option on the toolbar, then select Documents:
There are many things you can include or exclude from your export. Below is a list of options to consider.
General document options
- Cover page: Select a default cover page, or select Edit to customize it with your own company branding.
- Document details: Generates a one-page summary that includes Document ID, creation date, originator name, originator email, and a list of all Scope and Scope filters included in the document.
- Document index: Includes a hyperlinked table of contents or list of headings to help teams navigate and locate specific sections.
- Project info: Includes typical project information from your project dashboard (project name, description, project address, standards, and more).
- Team page: Generates a list of team member names, phone numbers, email addresses, and other contact information by team or organization.
Docs options
- Choose one or multiple documents you want to export. You can rearrange the export order by dragging and dropping the documents.
- By default, your export includes all statuses. Adjust the Status filter to export sections that are In Progress, Shared, or Published.
Scope documents options
- Grid: A visual representation of project deliverables that outlines the work to be done (for example, level of detail, level of information need, level of geometry, and more).
- Timeline: A visual representation of the project schedule that shows when tasks and deliverables are expected to be completed.
- Details: Displays the contents of each assignment, such as task description, checklist, information requirements, start and end dates, and task status.
- Info: A table used to identify and communicate information requirements and parameters for each model element.
- Adjust the Scope filters to export content for a specific team or milestone, or choose All to export a project summary.
Export access and approvals
- Access: Define the teams that can view and export within Plannerly. Downloaded exports are no longer restricted.
- Approvals: Assign specific team members to review and e-sign. Requesting a signature automatically makes a copy of the export in the Contracts tab.
- Provide your document a name, then select Create to export.
Download options
- Select Download to export a PDF, or select Create .docx for a Word file.
- Select Make URL public to enable a direct link to the PDF file, allowing access without requiring a Plannerly account login.
