Planit:Your Working Documents Screen

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

The Your Working Documents screen allows you to select and generate a document for your client. PlanPlus Planit has dozens of different documents, but what you will have access will depend on the process flow you are using, and your subscription level. Take a look at the topics below to learn about the different features of the Your Working documents screen.

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Click here to see all training material related to the Your Working Documents screen or click here to go to our main Training hub.


Your Working Documents Screen Training

Order Title Description Key Points Level Generic
1 Introduction to the Your Working Documents Screen How do I use the Working Documents Screen? How do I create a document or report?
  • Purpose of the screen
  • Document generation
C Video
2 Document Sections How can I select which sections of a document to include for my client's plan?
  • Your Working Documents
  • Document section checkboxes
  • Customize for meeting purposes, client type
1 Video
3 Safety Deposit Box How do I store my documents and reports online?
  • Your Working Documents or Home
  • Upload document
  • Download document
1 Video
4 What Kind of Documents are There? What kinds of documents and reports can I produce on Planit? Which document is right for my clients' needs?
  • Total number of documents and type
  • Sample IPS, PFS, IFP (overview)
  • High overview of document titles
  • Document production by process flow
  • Refer to Your Working Documents, planplus.com
2 Video
Personalize Your Document How can I edit documents produced by PlanPlus Planit?
  • Word document text
  • Table of Contents
  • Notes/comments
  • Cover graphic
1 Video