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!
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Three Bonus BIM Resources 🥳
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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 🤔
How can I create a new project and document in Plannerly?
Log in to your Plannerly account and click on “create new” within a Workspace. Choose a template, drag and drop a Word doc, or create from scratch.
Can I collaborate with my team on the documents?
Yes, Plannerly allows seamless collaboration. You can assign sections, share updates, and publish changes directly within the platform, promoting real-time collaboration.
How can I export my document?
To export your document, simply click on the “export” button and choose the desired format, such as PDF. You can also add a professional cover page for a polished look.
Does Plannerly support contract management?
Yes, Plannerly offers a convenient solution for managing contracts within the platform. After exporting your document as a PDF, you can easily add an e-signature at any time!
Are my documents secure in Plannerly?
Yes, Plannerly ensures secure and reliable storage for your documents. All project-related files are securely stored within the platform, accessible only to team members that you have granted access.
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