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How to Share a BEP for Review, Then Publish and Lock It

42 seconds Published 3 chapters

About this video

Step-by-step guide: https://help.plannerly.com/en/article/share-a-bep-for-review-then-publish-it-in-plannerly
Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/

Reviewing a BEP by emailing version 7, final final to six people is nobody's idea of fun. Set sections to Shared with a consultation deadline, let reviewers suggest edits in the text, accept what you agree with, then Publish to lock the agreed version.

In this video:
0:00 Share for review
0:21 Accept edits and publish
0:31 In progress, shared, published

Next: How to Export, Sign and Make a Word Copy of Your BEP: https://youtu.be/B0hMRz_SnKE
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/

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