Guide · Sign Planner

How it works

Short video walkthroughs covering every part of Sign Planner — from your first upload to handing off a finished export. New videos are added as we record them.

Getting started

5 videos

Create a project, find your way around, and save your work.

Coming soon3:19

Getting started

Create a new project with Create Schedule

Start a project from a floor plan PDF and build the message schedule from scratch inside Sign Planner.

Coming soon2:44

Getting started

Create a new project with Import Schedule

Start a project from a plan PDF and bring in the Excel message schedule you already have.

Coming soon3:27

Getting started

Dashboard: manage your projects

Open, search, sort, organize, share and delete projects from your dashboard.

Coming soon2:59

Getting started

Project settings: details, layout and two-page mode

Set project details, page layout options and two-page side-by-side mode.

Coming soon3:34

Getting started

Save and download your project

Save your work, then download the marked-up PDF, the Excel schedule or a full bundle.

Placing signs

7 videos

Get signs onto your plans quickly and tidily.

Coming soon1:39

Placing signs

Placement modes & mouse gestures

The ways to put a sign on a plan: click, drag, keyboard modifiers and right-click gestures.

Coming soon3:51

Placing signs

Place signs fast with Search & Auto-Tag

Type a room name or number and let Sign Planner find it on the plan and place the tags for you.

Coming soon4:17

Placing signs

Place signs on your plan: an imported schedule

Take the signs from an imported schedule and place each one on the right spot of your plan.

Coming soon2:21

Placing signs

Resize your sign tags and markers

Make tags and markers bigger or smaller, for one sign, one sheet or the whole project.

Coming soon2:45

Placing signs

Add Building and Level to your sign tags

Name your buildings and levels so every sign tag and sign number carries them.

Coming soon5:39

Placing signs

Number signs in walking order with Renumber Signs

Draw a route and renumber your signs in the order someone would walk past them.

Coming soon2:56

Placing signs

Find anything fast with ⌘K Search

Jump to any sign, sheet or setting with the command search.

Schedule & sign types

6 videos

Control the message schedule, columns, filters and sign types.

Coming soon1:50

Schedule & sign types

Schedule Columns: show, hide and add columns

Choose which columns the message schedule shows, and add your own.

Coming soon4:10

Schedule & sign types

Sign Types: add, import, edit and count your sign types

Build your list of sign types, import it from Excel, edit it, and see how many of each you have.

Coming soon3:11

Schedule & sign types

Sign Type Colors: customize your sign tags

Give each sign type its own color and shape so tags are easy to tell apart on the plan.

Coming soon1:50

Schedule & sign types

Filters: find the signs you need

Filter the schedule and the plan by type, building, level or any column to see only what matters.

Coming soon2:54

Schedule & sign types

Keep private notes with Internal Notes

Add notes to a sign that stay private to your team and never show up in exports.

Coming soon2:19

Schedule & sign types

Deleted Signs: delete, restore and clean up

Delete signs safely, bring one back, or remove deleted signs for good.

Sign details & drawings

4 videos

Fill in each sign: details, looks, artwork and layout drawings.

Coming soon3:50

Sign details & drawings

Sign Details: the Details tab

Edit a sign’s message, type, location and quantity in the Details tab.

Coming soon2:35

Sign details & drawings

Sign Details: the Appearance tab

Change how one sign’s tag looks on the plan: color, shape and size.

Coming soon4:34

Sign details & drawings

Sign Images: add artwork to your signs

Attach artwork or photos to signs and see them in the schedule and your exports.

Coming soon19:27

Sign details & drawings

Sign Layout Generator: design, check and save your sign drawings

Design a sign’s layout, check it against the rules, and save the drawing to the sign.

Plans, legend & revisions

7 videos

Edit plan PDFs, show a legend, and handle revised drawings.

Coming soon3:02

Plans, legend & revisions

Show a sign legend on your plans

Add a legend to your plans that lists your sign types and stays up to date.

Coming soon3:05

Plans, legend & revisions

Replace Plans: swap in revised plans, keep your signs

Swap in a revised PDF and keep every sign exactly where it belongs.

Coming soon3:22

Plans, legend & revisions

Change orders: log what changed from Sign Details

Record a change order on a sign straight from its Sign Details.

Coming soon4:16

Plans, legend & revisions

Track revisions with Change Orders

See every change order across the project and track revisions from start to finish.

Coming soon8:27

Plans, legend & revisions

PDF Editor, part 1: Page Setup and the page list

Set up the sheet size, reorder and manage pages, and line up plans in the PDF editor.

Coming soon6:46

Plans, legend & revisions

PDF Editor, part 2: Box, Lasso, Move and Paste

Select parts of a plan with Box or Lasso, then erase, keep, move or paste them.

Coming soon5:46

Plans, legend & revisions

PDF Editor, part 3: Clean Up and Inspect

Hide clutter such as furniture, text and linework, and inspect what is on a page.

Still have questions?

Book a quick demo and we'll walk through your plan set end to end.