It’s time to say goodbye to document chaos in AEC projects – now the process of document creation from templates and getting e-Signatures is smoother than butter!

🎥 Video Demo:

Editing and Sharing the Document

As you make progress on your document, you can edit its content and structure it to suit your needs. Each section can be shared and published as you go along, ensuring seamless communication among team members. Once you are satisfied with the final version of the document, it’s time to export it.

Exporting and Adding a Cover Page

To export the document, simply click on the “export” button and choose the PDF format. Plannerly allows you to export the document in various other formats as well, but for now, let’s stick with PDF. Additionally, you can include a professional cover page to give your document a polished look.

Managing Contracts and e-Signatures

Your project might involve contracts that require signatures. Plannerly offers a convenient solution for managing contracts within the platform. After exporting your document as a PDF, you can easily copy it to the “Contracts” tab.

Within the Contracts tab, you have the option to add signatures to your document. Simply select the signatories and each signature is affixed to the contract. Plannerly makes it easy to manage contracts and track signed documents all within one centralized space.

The Power of Efficient Document Management

In just a matter of minutes, you have successfully created and managed a document using the Plannerly Docs module. This streamlined approach to document creation and management offers numerous benefits for project managers and teams. Let’s highlight some of the key advantages:

1. Time Efficiency

With the help of Plannerly, you can create and manage documents quickly and effortlessly. The intuitive interface, pre-designed templates, and easy-to-use features significantly reduce the time spent on manual document creation and collaboration.

2. Collaboration Made Easy

No more back-and-forth emails or confusion over document versions. Plannerly enables seamless collaboration among team members. Assigning sections, sharing updates, and publishing changes can all be done within the platform, promoting clear communication and real-time collaboration.

3. Organized Project Structure

Through Plannerly, you can ensure a structured project environment. Documents are neatly organized within their respective projects, making it easy to find and access the information you need. This streamlined structure enables better project coordination and reduces the risk of misplacing important files.

4. Secure and Accessible Storage

Plannerly offers a secure and reliable storage system for your documents. Say goodbye to lost files and the struggle of maintaining backups. All your project-related documents are securely stored within the platform, accessible to team members whenever and wherever they need them.

Conclusion

Efficient document management is crucial for seamless AEC project execution. With the Docs module in Plannerly, you can create, edit, and export documents hassle-free. The intuitive interface, collaboration features, and secure storage system ensure a streamlined document management process for your projects.

If you have any questions or need further assistance, don’t hesitate to reach out to our team. Remember, plan early and plan with Plannerly – for successful project management!

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 ⤵

• UNLOCK YOUR AEC WRITING SUPERPOWERS WITH OUR AI-POWERED TOOLS
• BIM CLASH AVOIDANCE STRATEGIES – HOW TO USE CLASH AVOIDANCE VS. CLASH DETECTION STRATEGIES IN YOUR BIM WORKFLOWS
• BIM MANAGEMENT CASE STUDY – 80% FASTER RESULTS!

2. The Complete BIM Management Workflow [VIDEO] 🎥

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

3. Answers to some related questions 🤔

I blog for the Five BIM Bloggers series.

Every week we share different perspectives on important BIM topics!

To hear our views first, Join Free or follow Plannerly!

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As AEC professionals, we often find ourselves collaborating with others using online tools. While the ease of collaboration is great, there are times when we need to export our documents into a nicely formatted PDF that everyone can read.

In this article, we will explore how to effortlessly export your documents using automatic formatting AND include integrated eSignature! ✍️

🎥 Video Demo:

Effortlessly Export Your Documents with One Click

To begin exporting your documents, simply navigate to the Export File option. With just one click, you’ll have access to various export options. Whether you want to export a scope, a timeline, or even multiple documents at once, this tool has got you covered.

Choose the Specific Content You Want to Export

Let’s say we want to export a document with a cover page, the BIM Execution Plan (BEP), and the contract. You can select these documents and proceed to choose the specific content you want to export. In this case, we only want to export the published content, so we can easily select that option from the dropdown menu:

Request a Signature for Review and Authorization

Once you have made your desired selections, you have the option to request a signature. This feature is particularly useful when you need to obtain approvals from stakeholders. By requesting a signature, you can ensure that the exported document is reviewed and authorized by the relevant parties.

Automatic Formatting and Status Tracking

The signatories would receive an email with a link to the document. When they click on the link, they will be directed to the signature panel. Here, they can draw (or type) their eSignature, confirming their agreement to the document. All eSignatures will be collected and displayed on the signature page.

Seamlessly Integrates with the File Manager

Additionally, this export tool seamlessly integrates with the File Manager, providing you with a comprehensive overview of all your exports and contracts. By utilizing this feature, you can effortlessly manage your documents and keep track of their progress. No more confusion or lost files – everything is stored in one centralized location.

Stay Organized and Meet Deadlines

By utilizing this tool to automate the signature process, you can eliminate delays and ensure that your projects stay on track. As the saying goes, “Don’t plan late, plan early with Plannerly!” With Plannerly’s easy export and signature request features, you can stay organized, meet deadlines, and keep your projects moving forward smoothly.

Conclusion

Exporting your documents with automatic formatting has never been easier. With Plannerly’s intuitive interface and robust features, you can effortlessly export your documents, track their status, and request eSignatures with just a few clicks. Say goodbye to manual formatting and arduous approval processes – Plannerly has you covered. Try it today and experience the convenience and efficiency it offers.

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

Did you sign up yet?:

Three Bonus BIM Resources 🥳

1. Other Interesting Reads ⤵

• HOW TO MAXIMIZE ONLINE PROJECT MANAGEMENT TOOLS
• 4 X AI FEATURES TO OPTIMIZE YOUR AEC DOCUMENTS + CONTRACTS
• HOW TO CREATE AI-POWERED DOCUMENTS (FOR BIM/AEC)

2. The Complete BIM Management Workflow [VIDEO] 🎥

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

3. Answers to some related 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:

I blog for the Five BIM Bloggers series.

Every week we share different perspectives on important BIM topics!

To hear our views first, Join Free or follow Plannerly!

Follow 😍