Generate, edit and share a project document

Steps marked AI task are done for you by a PlanOps assistant.

1. Generate the documentAI task · Assistant HubPick the generator for the document you need and let PlanOps draft it from your project — here, a Construction Phase Health & Safety Plan built from your pre-construction information, section by section with your confirmation along the way.Details
2. 2Open the generated documentOpen the finished document from your documents list. The split view lets you read each section and check its content, versions and comments before you start making changes.Show guide
3. 3Update a section's contentGo into compose mode and edit any section — rewrite the wording, add your own notes, or regenerate a section you are not happy with so it reads the way your project needs.Show guide
4. 4Move sections and add a registerStill in compose mode, reorder sections so the document flows the right way, and drop in a register block — a live snapshot of workspace items such as plant or risks — where it belongs.Show guide
5. 5Embed supporting documentsInsert a supporting document into a section — a certificate, a drawing, a specification — and choose whether the whole file or just certain pages appear in the export.Show guide
6. 6Choose the pages and export to PDFPick the pages you want — the full document or a specific set — and export a clean PDF you can save to the project or send on.Show guide
7. 7Share the documentShare the finished document by a secure public link and QR code, with access controls and an expiry date, so the people who need it can see it without a PlanOps login.Show guide