DOCS: Smart Documents, Automation + Accountability
Write BEPs and other project documents in Plannerly Docs. Use templates, SmartFields and AI, control page layout and exports, and track versions.
29 articles
Archive and restore document sections and tabsArchive a section, category or whole document in Docs instead of deleting it. Show archived content with a filter, restore it, or delete it for good.3 min read
Can I recover a deleted document/tab in Docs module?Yes. Documents and sections you remove in Docs are archived, so you can restore them. Here's how, and what to do if one was deleted permanently.2 min read
Filter document sectionsFilters make it easy to focus on the document sections that matter most. You can filter sections by their status, assigned team member, comments, or when they were last updated.1 min read
How Plannerly’s Docs Module Helps Enforce Accountability and Contractual Obligations in Design and Construction ProjectsPlannerly’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.2 min read
How to Add a Section or Category in DocsNeed 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 started1 min read
How to Change Between Portrait and Landscape Views in a DocumentIn 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.1 min read
How to Clear Formatting in a Document SectionIf your PDF export looks unformatted or inconsistent, it might be due to hidden styling copied from another tool (like Word, Google Docs, or email). These pasted styles can override Plannerly’s clean formatting.1 min read
How to Copy a Table in Plannerly's Docs ModuleIn 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.1 min read
Share projects and document sections with your teamLearn how to invite team members, control document access by team or individual, and assign responsibility for document sections.2 min read
Work Package Filters for Dashboard Charts - Quick HelpHow to use the new work package filter when adding charts in Plannerly's Docs module. Covers filtering information requirement charts by infrastructure, mechanical scope, or team. Charts link to live project data and update automatically as teams make completions.3 min read
