80% Faster Document Creation using SmartFields

As someone who has spent countless hours creating Word templates and meticulously filling in placeholder text, I understand the frustration and time-wasting that can occur during the document creation process 😤

Fear not! Introducing SmartFields: a efficient and robust solution. Say goodbye to errors, wasted time, and manual updates! Let’s see how they can speed your document creation process.

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Here’s a quick video showing how SmartFields work:

Enhance Collaboration with SmartFields

What are SmartFields?

SmartFields are dynamic fields within a document that automatically populate with the information you need. They act as placeholders for data and update accordingly when changes are made. SmartFields are incredibly versatile and can be used in any number of documents in the same project.

The Power of Visual Cues

When working with SmartFields, you will immediately notice the visual cues they provide. SmartFields that have not been completed or require attention are displayed in yellow, serving as a clear warning. In contrast, SmartFields that have values are shown in blue, indicating that they are fully completed:

How SmartFields look when Complete vs Incomplete

How to Use SmartFields

Using SmartFields is intuitive and straightforward. To create a SmartField, you can simply click on the SmartFields button and choose the desired SmartField from the available options. Some SmartFields are managed through a connection to a database, while others are simply user entry.

Let’s say you want to insert a Project ID SmartField. By clicking on the “Smart fields” button, you can choose the Project ID field and add it to your document. If you have configured the project ID in the dashboard settings, the SmartField will be automatically populated with the corresponding data. This means that any changes made to the project ID in the dashboard will be reflected throughout all the documents where the SmartField is used.

Editing SmartFields

SmartFields can be edited during the document creation process, whether in the “In Progress” or “Shared” state. However, once a document enters the “Published” state, it becomes authorized for use and can no longer be edited. This ensures that the final version of your document remains intact and avoids any accidental modifications.

Unlocking the Full Potential of SmartFields

Although we have touched upon the basics of SmartFields, there are numerous advanced features that we have yet to explore. In the advanced training series, we will delve into SmartFields in more detail, uncovering additional functionalities that can enhance your document creation process.

Say Goodbye to Manual Updates

With the power of SmartFields, there’s no longer a need for manual updates, endless copying and pasting, or painstakingly formatting each document. By leveraging SmartFields, you can eliminate errors and redundancies, allowing you to focus on more important tasks. With Plannerly you can reduce your document creation time by 80%!

Read the case study here: CASE STUDY – 80% FASTER RESULTS!

Remember, SmartFields are not just placeholders; they are dynamic, real-time connectors to your data sources, streamlining your document creation process and ensuring accuracy and efficiency.

With Plannerly and the power of SmartFields, document creation has never been easier or more efficient. Experience the difference and discover a world of streamlined productivity today!

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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 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 do SmartFields help in document creation?

SmartFields are dynamic fields within a Plannerly document that automatically populate with the text you need. SmartFields streamline the document creation process by eliminating manual find and replace, copy-pasting, and time-consuming updates. Once set up as placeholders, they are automatically populated everywhere in your document and across other documents in the same project.

Can SmartFields be edited?

Yes, SmartFields can be edited during the document creation process in the “In Progress” or “Shared” state. However, once a document enters the “Published” state, it becomes authorized for use and the SmartFields (and other content) can no longer be edited.

What are the benefits of using SmartFields?

Using SmartFields reduces errors, saves time, and ensures accurate and efficient document creation. They offer visual cues for completed and incomplete fields, integrate with the Plannerly database for seamless data connection, and dynamically update information (everywhere!) when it changes.

How much time can be saved using SmartFields for document creation?

With Plannerly, you can reduce document creation time by up to 80%! Say goodbye to manual updates, copying and pasting, and extensive formatting. SmartFields can really boost the way you create documents, allowing you to focus on more important tasks.

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