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Generate, edit and share a project document

Start from scratch or choose from a template (such as a construction phase health & safety plan) and let PlanOps draft the document, then make it yours — change the wording, move sections about, drop in a register, a schedule, an image or a PDF, and send it out as a combined PDF or a secure link.

Goal

A generated document, edited to fit your project, exported and shared.

What you walk away with

A document PlanOps drafted from your project, refined section by section with registers and supporting documents added where you need them, then exported to PDF and shared by secure link - ready to issue without rebuilding it by hand.

Time: ~20 minutes · Level: beginner · Steps: 6

Set up once per project​

Do these the first time only. If your project is already set up, skip straight to the steps.

Generate the document​

Only if

Run this once to get generate a draft document.

Pick 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.

AI task: Draft the construction phase health and safety plan — Run on demand from the Assistant Hub

Steps​

Steps marked ⚡ AI task are done for you by a PlanOps AI assistant, run from the Assistant Hub on your project home.

Step 1: Open the generated document​

Open 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.

Full guide: Manage document details in split view

Step 2: Update a section's content​

Go 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.

Full guide: Compose AI-generated document content

Step 3: Move sections and add a register​

Still 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.

Full guide: Compose a document from generated sections and embedded records

Step 4: Embed supporting documents​

Insert 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.

Full guide: Embed and manage reference documents in Compose mode

Step 5: Choose the pages and export to PDF​

Pick 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.

Full guide: Choose which pages to include from a document

Step 6: Share the document​

Share 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.

Full guide: Share a generated document with a public link or QR code

Last updated: 2026-07-27