DOCS: Smart Documents, Automation + Accountability
Learn how to replace messy Word files with structured, collaborative documents.
30
articles
How to Use AI Correct in Writing Your AEC Documents
Source Templates within DOCS
Version History within DOCS
Uploading a File within DOCS
Insert Hyperlink within DOCS
How to Overcome Writer's Block on Technical BIM and AEC Docs with "AI Expand"
Export a document to PDF or Word
Manage Page Breaks within DOCS
🔗 Share Direct Content Links with Your Team
📝 How to Add a Section or Category in Docs
How to Change Between Portrait and Landscape Views in a Document
How Plannerly’s Docs Module Helps Enforce Accountability and Contractual Obligations in Design and Construction Projects
How to Copy a Table in Plannerly's Docs Module
🔗 How to Add a Hyperlink in Plannerly
🔧 How to Create a BEP (BIM Execution Plan) in Plannerly
Can I recover a deleted document/tab in Docs module?
📝 How to Include Section Comments in Your Export
🧠 What Are SmartFields (and Why You’ll Love Them)
📄 Business Case Template
📝 How to Centralize BEP Information and Avoid Duplicating Efforts Across Excel and ACC
📁 Using Plannerly as a Common Data Environment (CDE)
👥 Understanding Roles and Permissions in Plannerly
🔄 Can I Create Flowcharts or Diagrams in Plannerly?
🔍 Searching in Plannerly
🎓Plannerly Training & Certifications — Start Here
How to insert a SmartField that links to a document name/title
How to Clear Formatting in a Document Section
How to Stop Tables From Going Outside the Page When Exporting to Word or PDF
How to Insert a Map or other External Resources into a Plannerly Document Section
How to delete (archive) a category in Scope – and what happens to its content