How to Automate Document Structure and Organization with Plannerly Automate Your Document Structure
Automate Your Document Structure and Simplify Document Organization!

Looking to automate those mundane tasks? Look no further than Plannerly! With our Docs module, you can automate the structure and organization of your documents with ease! 🥳

Say goodbye to the hassle of manually setting up headings and managing Tables of Contents. Let Plannerly handle that for you!


In the world of traditional word processors, setting up and formatting headings, then managing Tables of Contents (TOC) can be a tedious and time-consuming task. It often leads to unstructured and difficult-to-use documents that are challenging to navigate and reuse.

However, with Plannerly, you can automate the process of structuring and organizing your documents effortlessly – learn how here!:

How To Manage Document Structure Using Plannerly

Breaking Down Documents into Sections

Plannerly breaks down your documents into sections, which serve as bite-sized, reusable pieces of content. These sections act as containers that keep everything organized, allowing you to structure and group your document’s content automatically. With Plannerly, you have complete control over how your document is organized and displayed, making it easy for users to navigate and find the parts they are interested in.

Categorizing and Hierarchical Structure

Plannerly allows you to group sections into categories. Categories act like folders, and this categorization enables better organization of your content. Furthermore, you can easily move sections between different categories, ensuring flexibility and adaptability in your document structure. Additionally, you can indent sections to create a hierarchical structure.

Another beautiful thing about Plannerly is that you don’t need to worry about manual numbering. As you drag sections to different parts of your document, the tool automatically assigns the appropriate numbering based on the hierarchy. This automation takes away the hassle of manually updating section numbers, allowing you to focus on creating and managing your content seamlessly.

Version History for Collaboration

Furthermore, Plannerly offers a comprehensive version history for each section. This feature allows you to track changes made to your content over time and identify who made those changes. By having a complete version history at your disposal, you can easily revert to previous versions if needed, ensuring document integrity and collaboration transparency.


Plannerly makes it easier to structure and organize your documents. Its automation of managing content in sections simplifies the process, allowing you to focus on creating content rather than dealing with the complexities of formatting and numbering. The ability to group sections into categories and hierarchies gives you more control and flexibility in organizing your content.

Get Started With Plannerly

So if you’re tired of spending hours setting up headings and managing tables of contents, it’s time to explore Plannerly and experience the ease and efficiency of automated document structuring and organization. With Plannerly, you can streamline your workflow, enhance collaboration, and create well-structured documents that are easy to navigate and reuse.

Did you know that Plannerly (The BIM Management Platform) is FREE TO JOIN?

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Three Bonus BIM Resources 🥳

1. Other Interesting Reads ⤵

2. The Complete BIM Management Workflow [VIDEO] 🎥

Here’s a video I think you might find valuable 😃 – it covers the complete BIM management workflow:

Complete BIM Workflow

3. Answers to some related Plannerly/BIM questions 🤔

I’ve also tried to summarize below some answers to the most common questions that I get asked about this subject – I hope you can use them too:

How does Plannerly help in document organization?

Plannerly breaks down documents into sections, allowing for a bite-sized and reusable approach to content. It provides complete control over the organization and display of documents, making it easy to navigate and find specific parts.

Can sections be categorized in Plannerly?

Yes, Plannerly allows you to group sections into categories, enabling better content organization. Sections can be easily moved between different categories for flexibility and adaptability.

Does Plannerly support document hierarchy?

Yes, Plannerly offers the ability to create a hierarchical structure by indenting sections. This helps in visually representing the organization of the document and provides cues for understanding.

Is collaboration possible with Plannerly?

Absolutely! Plannerly provides a comprehensive version history for each section, allowing you to track changes made over time and collaborate seamlessly. Reverting to previous versions is also made easy with this feature.

I blog for the Five BIM Bloggers series.

Every week we share different perspectives on important BIM topics!

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