Source Templates within DOCS
Review, compare and/or Incorporate section updates made from the original template source.
Version History within DOCS
Review Section edits from various team members, compare to a previous version or current version and/or restore
Uploading a File within DOCS
Uploading/Linking files within sections
Insert Hyperlink within DOCS
Creating hyperlinks within sections
How to Use AI Correct in Writing Your AEC Documents
Eliminate typos, improve clarity & sound natural with ease! AI Correct ensures error-free content that's easy on the ear with just a push of a button.
How to Overcome Writer's Block on Technical BIM and AEC Docs with "AI Expand"
Overcome writer's block with Plannerly's AI Expand! Our AI models, trained on 1bn AEC data points, simplify creating polished technical documents.
Export a document to PDF or Word
Create a single PDF or combined export from DOCS and/or SCOPE.
Manage Page Breaks within DOCS
In this article, you will learn two methods to manage page breaks efficiently.
Share direct content links with your team
Learn how to easily share direct links to specific modules, Doc Sections, or Files with your team for seamless collaboration
📝 How to Add a Section or Category in Docs
Need to organize your documentation better? Adding a new section or category in the Docs module is quick and easy. Follow the steps below to get started
How to Change Between Portrait and Landscape Views in a Document
In some cases, you may want to use both portrait and landscape orientations in the same document—like when adding wide tables or charts to a mostly portrait-style document. Fortunately, you can easily change the orientation section by section.
How Plannerly’s Docs Module Helps Enforce Accountability and Contractual Obligations in Design and Construction Projects
Plannerly’s Docs module helps design and construction teams create, assign, review, and approve project documents with real accountability—replacing scattered PDFs with live, trackable workflows from planning to final delivery.
How to Copy a Table in Plannerly's Docs Module
In Plannerly’s Docs module, copying a table is easy once you know the steps. Follow this guide to quickly highlight, copy, and paste tables into your desired document sections.
🔗 How to Add a Hyperlink in Plannerly
If you’d like to insert a hyperlink into a section in Plannerly, it's quick and easy! Just follow these steps:
🔧 How to Create a BEP (BIM Execution Plan) in Plannerly
Creating a BIM Execution Plan (BEP) in Plannerly is simple, visual, and collaborative. Whether you're starting from scratch or using a standard template, here’s how to get your BEP set up in just a few steps:
Can I recover a deleted document/tab in Docs module?
Once a document is deleted in Plannerly, it cannot be recovered. If you exported it previously, you can convert the PDF to Word and re-import it into Plannerly using the Import from Word feature in Docs.
📝 How to Include Section Comments in Your Export
Need to print the comments from your sections? Here’s how you can do it in a few quick steps: