SmartFields: Change One Value, Update Every Document

Step-by-step guide: https://help.plannerly.com/en/article/81-what-are-smartfields-and-why-you-ll-love-them
Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/

When a client changes its name, hunting through every contract document with find and replace always misses something. See how SmartFields keep one agreed value in one place, auto-create them from your documents, and update every section at once.

In this video:
0:00 The client-name problem
0:31 Insert a SmartField
0:56 Auto-create SmartFields
1:12 Change it once
1:30 Why it works

Next: How to Roll Out a Company Standard Update to Projects in Plannerly: https://youtu.be/ycqOqoGXBMg
The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s

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

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