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  • Select the documents you wish to import to PlanSwift by clicking each checkbox next to the page, or click the Select All button to select all the documents
  • When the desired documents are selected, click the Open With button
  • Select PlanSwift from the menu
  • A window opens allowing you to send the project to PlanSwift 10.3.0.xx or newer

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  • If this is the first time you have sent a project to PlanSwift,  click PlanSwift Connect - Download Now (you must download the PS-Connect.msi and run it to install PS-Connect before you try to download a project). If you have already installed PS-Connect, you can skip this.
  • When the PS-Connect download completes, run the file to install, you will have to approve the installation in Windows User Account Control.
  • If you have not installed PlanSwift yet, click PlanSwift - Download Now to download the latest version of PlanSwift. Run this installer to install PlanSwift, then return to the Send to PlanSwift page.
  • Once you have installed PlanSwift and PS-Connect is installed, or after installation is complete, return to the download page and select I Have PlanSwift - Download Send Project Now


Note

The first time you send a project to PlanSwift you may get an additional pop-up window warning you that the site is attempting to open PlanSwift. You can select the "Always allow" checkbox so you do not get this message every time.

If there are pending updates to the PS-Connect, you see an "Installing Latest Version..." loading bar before the project can be sent to PlanSwift.

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