Importing Documents from Templates or Other Projects

You can easily reuse Scope Documents from your existing projects or templates in Plannerly. Here’s how to do it:

✅ Where to Find Templates

  • Any project or template you’re linked to will appear in your Template Library.

  • Open the Template Library tab on the left within the Docs module.

  • Select the project or template you want and expand the document you want to review/import

  • Hover over the sections to preview its contents before importing. This helps you confirm you're selecting the right content without needing to click into each one.

  • Select "Add" to import the entire document or drag n drop individual folders or sections

🧠 SmartField Behavior

  • SmartFields will be blank when imported unless a SmartField value already exists in your current project—then it will automatically inherit the existing data.

  • This makes reuse flexible while maintaining your data integrity across projects.

⚙️ Import Settings

Before dragging in your Documents, make sure to check the Import Settings. You can choose to import or ignore the status that document already has.

📚 Want to see it in action?

Explore more step-by-step videos and guides here:
👉 plannerly.com/training