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.
