Lesson 13 of 40
Export the PDF, get it signed, and make a Word copy
This video shows how to turn your published BIM Execution Plan into a PDF, ask the right people to sign it, and make an editable Word copy.
What you'll do
- Open Export, then Create Document, and add the BIM Execution Plan.
- Set the Status filter so only the Published sections are included.
- Under Signatures, choose who needs to sign and select Create.
- Each signer sees Needs your signature and signs with Approve & sign.
- Find the PDF in File Manager. For a Word copy, choose Create .docx on the file.
Why it matters
You get a signed, dated BEP without chasing paper, and the record shows who agreed it.
Common questions
Why can't I see Signatures or Create Document?
Exporting needs the Manage Docs permission and adding signers needs the signatories permission. Managers have both by default.
Why can't I create a Word copy?
Create .docx is not included on every plan. An account admin can check Plan and Billing.
Discussion
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