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 videosCreate a project, find your way around, and save your work.
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.
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.
Getting started
Dashboard: manage your projects
Open, search, sort, organize, share and delete projects from your dashboard.
Getting started
Project settings: details, layout and two-page mode
Set project details, page layout options and two-page side-by-side mode.
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 videosGet signs onto your plans quickly and tidily.
Placing signs
Placement modes & mouse gestures
The ways to put a sign on a plan: click, drag, keyboard modifiers and right-click gestures.
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.
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.
Placing signs
Resize your sign tags and markers
Make tags and markers bigger or smaller, for one sign, one sheet or the whole project.
Placing signs
Add Building and Level to your sign tags
Name your buildings and levels so every sign tag and sign number carries them.
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.
Placing signs
Find anything fast with ⌘K Search
Jump to any sign, sheet or setting with the command search.
Schedule & sign types
6 videosControl the message schedule, columns, filters and sign types.
Schedule & sign types
Schedule Columns: show, hide and add columns
Choose which columns the message schedule shows, and add your own.
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.
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.
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.
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.
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 videosFill in each sign: details, looks, artwork and layout drawings.
Sign details & drawings
Sign Details: the Details tab
Edit a sign’s message, type, location and quantity in the Details tab.
Sign details & drawings
Sign Details: the Appearance tab
Change how one sign’s tag looks on the plan: color, shape and size.
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.
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 videosEdit plan PDFs, show a legend, and handle revised drawings.
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.
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.
Plans, legend & revisions
Change orders: log what changed from Sign Details
Record a change order on a sign straight from its Sign Details.
Plans, legend & revisions
Track revisions with Change Orders
See every change order across the project and track revisions from start to finish.
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.
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.
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.