Create a document in planBIM Docs
To begin using all the features of planBIM Docs, you can create smart documents on which all your team members can collaborate.
To create a new document, follow these steps:
Select Docs from the Module switcher on the bottom of your screen.
Click on the ➕ Create New icon on the top left corner as shown below
Fill in the Document Name in the subsequent pop-up that will appear
Click on the Edit icon if you wish to change the cover for the document
Click on Create
Your document will get created and you'll be taken to it and you can then start editing.
Related Articles
Adding collaborators to your document
Introduction planBIM Docs provides you with a collaborative medium to edit your documents. Therefore, you can work together on a document by sharing it with others in your project. There are 2 essential sharing workflows which are enabled by planBIM ...Delete or Archive a document
When a document is no longer applicable to your organisation, your first instinct might be to delete it. However, in planBIM, removing a document is not a recommended best practice. We say this due to the critical nature of the construction documents ...Upgrade Plan (Create Workspace Page)
As a new user to planBIM, you are asked to choose a plan from the list of plans available at your disposal. This list comes up when you log in for the first time after verifying your account and proceed with creating a workspace. As a new user, if ...Intro to planBIM Scoper
Trying to define the Scope of elements in a project is a tough task that also involves bringing in various stakeholders to form an agreement. planBIM's Scoper module is designed to streamline such procedures with a visual and collaborative approach. ...Intro to planBIM Files
Some Salient features of planBIM Files- Common Data Environment(CDE) Apart from standard File management, you can supercharge your workflows with this module. Access private spaces, create shared spaces or assign relations between your files and ...