How to create a BEP document on Plannerly?

Non-residential Building(s) and Area Development Project

About Lesson

Check out these resources to help you unlock the platform’s full potential:

Free training videos on the official Plannerly YouTube Channel

Plannerly’s Docs module – it’s a user-friendly database-driven tool that solves these document management issues in a snap.

Here’s how to get the best out of database-driven documents, in 3️⃣ simple steps:

STEP 1️⃣:

With one click, create a new document from any template or project. Watch the SmartFields autofill, making it seem like magic 🧙 And if that’s not enough, use the integrated AI-powered tools too! ✨

Create Document

STEP 2️⃣:

Assign editing responsibilities to your team 💪🏽 Teamwork makes the dream work!

Assign Team Members

STEP 3️⃣:

Collaborate with ease using the auto-versioning and commenting features. Reach consensus on sections and keep everyone informed through the built-in approval workflow 🚦

Publish Document Sections