New: Intelligent Smart Section References Across Templates, Projects & Exports

Smart Section References are now live in Docs - and they’re far more powerful than simple hyperlinks.

You can insert dynamic references to any document category or section directly from the new

Section References

tab in the SmartFields dialog:

Browse project categories and sections
Preview content before inserting
Insert with a single click

The SmartFields dialog has also received a visual refresh, with clearer navigation between Project SmartFields, System SmartFields, and Section References - making reusable, structured content faster and more intuitive to insert.

But this is where it gets powerful.

Smart Section References are not static copies. They remain fully intelligent and connected - even when:

Templates are imported into a project
Multiple templates are combined
References exist across different documents
Sections are moved between documents

The system retains and understands the relationships between sections across your entire project structure.

If a section is:

Renumbered
Renamed
Reordered
Moved within a document
Moved to another document

All referencing sections update automatically - including section numbers, titles, and reference labels.

No broken references. No manual renumbering. No outdated titles.

References behave like hyperlinks inside Plannerly (when sections are in Shared or Published status), creating a fully connected documentation experience.

And when exporting to PDF, internal hyperlinks are automatically converted into bookmarks - allowing readers to:

Click references
Jump directly to the source section
Navigate seamlessly within the document

The result is structured, resilient documentation that stays synchronized as projects evolve - from templates to live projects to professional PDF deliverables.