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Generate, edit and share a document

Let PlanOps draft a document from your project, then make it yours — change the wording, move sections about, drop in a register or a supporting document, and send it out as a 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: 7

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: Generate the document ⚡ AI task​

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.

Run on demand from the Assistant Hub.

AI task: CPHSP (Construction Phase Health & Safety Plan) Generator

Step 2: 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: Review and manage document details in split view

Step 3: 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 4: 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 5: 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 6: 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 7: 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