Smart Docs Overview

Smart Docs is a document generation tool that turns your project data into ready-to-share deliverables. It pulls product information directly from your Schedules and Firm Library, applies your firm’s formatting, and produces consistent documents you can send to clients, consultants, and manufacturers in minutes.

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Before You Begin

• You must be a project Admin, Creator, or Editor to use Smart Docs.
• Products must be saved to your project schedule before they can be included in a document.

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What Can You Do With Smart Docs?

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Generate Documents From Your Project Data

Smart Docs automatically compiles product information from your project into a formatted document. Any field you track in Schedules (product name, manufacturer, MasterFormat section, custom fields, attachments) can be included, so the document always reflects the latest state of your project.

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Use Templates for Consistent Output

Save a document layout as a template and reuse it across projects. Templates control which products are included, which fields appear, section order, and formatting, so every document your firm sends looks the same regardless of who created it.

• Firm Templates are saved at the firm level and available to everyone at your firm.
• User Templates are saved for individual reuse.

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Stay in Sync With Schedules

Smart Docs reads directly from Schedules. When a product is added, removed, or updated in a schedule, regenerating the document reflects that change automatically. There is no separate list to maintain.

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Export and Share

Export your document to share with clients, consultants, or manufacturers. Documents include the fields you selected, product metadata, and any attachments referenced in your schedule

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How Can Smart Docs Help You?

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Faster Document Turnaround

Manually assembling submittals, product lists, and transmittals is repetitive work. Smart Docs generates the document from data you already have, cutting hours out of each deliverable.

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Consistency Across Projects

Because every document is generated from the same templates and the same source data, formatting stays consistent from project to project and person to person.

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Fewer Errors

Pulling product information directly from Schedules removes the copy-paste step where most errors get introduced. If a product changes in the schedule, the next generated document reflects the change.

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Institutional Knowledge

Firm Templates capture how your team likes to present product information. New team members can produce firm-quality documents on day one.