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How to Automate Your Project Documents with SmartFields

42 seconds Published 3 chapters

About this video

Step-by-step guide: https://help.plannerly.com/en/article/smartfields-in-a-bep-change-a-project-detail-once
Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/

When the client renames the project and you find the old name in 40 places, SmartFields are the fix. Turn text like the client name into a SmartField, let Plannerly replace other typed copies, and change the value once so every document agrees.

In this video:
0:00 Why SmartFields
0:12 Insert a SmartField
0:23 Replace everywhere

Next: How to Use AI to Draft and Tidy Your Sections: https://youtu.be/WCO_wqHl_aQ
The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs

Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information.
Try it free: https://plannerly.com/
Free training: https://plannerly.com/training/
Help Center: https://help.plannerly.com/en/

LinkedIn: https://www.linkedin.com/company/plannerly
Instagram: https://www.instagram.com/plannerlyAEC

#BIM #ISO19650 #Plannerly

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