Document Center
The Document Center is where all deliverables live — generate client reports, manage design views and presentations, create share links, and track client discussions. Open it from the top bar.
Document CenterThe Document Center is the central hub for all project outputs. It organizes deliverables into audience-specific tabs — Client reports and design views, Supplier & Procurement documents, aggregated Discussions threads, and Survey reports — so nothing gets lost across different parts of the app. Open it from the Sections menu at any time during your project. Use it before every client meeting to regenerate up-to-date reports, build a share package, and check all outstanding feedback in one pass.
Client tab — Reports & Documents
The Reports & Documents section lists all client-facing reports. Each report type shows either a Generate button (no report saved yet) or a Regenerate button (a report already exists — click to update it with the current design state).
Available client report types:
- Cost Estimate — live cost breakdown from the Cost View
- Plant List — all plants in the design with quantities and details
- Planting Map — a design-view image with the plant list overlaid
- Project Notes — any notes attached to the project
- Project Schedule — task timeline exported from the Planning module
- Technical Summary — a technical specification of all entities
Generated reports can be Viewed, Exported as PDF, Shared (creates a share link), or Regenerated using the action buttons on each row.
Design Views (screenshots saved from the canvas or Presentation mode) also appear in this section. Use the screenshot capture or HQ Capture tools to add design views.
Click Regenerate on a report to update it with the current design state before sharing with a client. Reports are snapshots — they do not update automatically when the design changes.
Client tab — Share Packages
The Share Packages section manages share links for this project. Share links let clients and collaborators view the project in a browser without a Gardenly3D account.
Two link types are available:
- View Link — read-only access to the 3D model, plan drawings, and renders
- Comment Link — same as View Link, plus the ability to leave pinned comments
For each link you can:
- Copy the URL to send to the client
- Preview as client — open the shared view as the client sees it
- Enable / Disable the link without deleting it
- Revoke — permanently deactivate the link
Each link row shows its expiry status and the client comments associated with it.
Use Disable rather than Revoke when you want to temporarily block access — for example, while updating the design. Re-enable the same link when ready rather than generating a new URL.
Client tab — Presentations
The Presentations section lists saved presentation deliverables — Slideshows, Drone Flights, and Movies — that have been saved to the Document Center from their respective panels in Presentation mode.
Each presentation can be:
- Viewed — open the presentation in the preview player
- Shared — generate a share link for this presentation specifically
- Exported as PDF (slideshow only)
To add a presentation here, save it to the Document Center from the Slideshow panel or Drone panel in Presentation mode.
Supplier & Procurement tab
The Supplier & Procurement tab contains documents intended for nurseries and contractors — not for client sharing. These documents include SKUs, supplier names, and nursery sizing but never the designer's internal pricing.
Available procurement document types:
- Plant Order List — all plants with quantities and nursery specifications
- Materials Order List — all hard materials with quantities and specifications
- Bill of Quantities — complete BoQ for contractor pricing
- Specification Sheet — technical specifications for each element
Generate and export these documents as PDF for sending directly to suppliers.
Procurement documents are kept separate from client documents to prevent internal supplier pricing from being accidentally shared with clients via a share link.
Discussions tab
The Discussions tab aggregates all client comments from all Comment Links in one place — you do not need to open each link separately to see the feedback.
Comments are shown with:
- The client's name and the pin location on the drawing
- The timestamp
- A reply field for responding directly
- A Resolve button to mark the comment as addressed
Resolved comments move to the Resolved section and remain visible for reference.
The header stat Open comments reflects the total unresolved count across all links.
Work through the Discussions tab at the start of each design review session — it gives you a single view of all outstanding client feedback without needing to open every share link.
Order procurement documents on the Supplier & Procurement tab
The Supplier & Procurement tab contains documents intended for nurseries and contractors rather than clients. Available types are Plant Order List, Materials Order List, Bill of Quantities, Specification Sheet, and Surface Takeoff. Generate and export these as PDFs to send directly to suppliers. This tab and its procurement documents are available on the Studio plan. Procurement documents are kept separate from client share packages so internal supplier pricing and SKU data are not accidentally shared.
Procurement documents are kept in a separate tab so internal supplier pricing and SKU data cannot be accidentally included in a client share package.
Triage client feedback in the Discussions tab
The Discussions tab aggregates all client comments from every share link into a single inbox — you do not need to open each link separately. Comments are grouped by share link with a collapsible section header and an unresolved count badge. Use the All / Open / Resolved filter at the top to focus on outstanding feedback. Each comment shows the client name, pin location (when applicable), and timestamp, with a Reply field and a Resolve button. The open-comment count in the Document Center header updates as you work through the list. The aggregated Discussions tab is available on the Designer plan and higher.
Work through the Discussions tab at the start of each design review session — it gives you a single view of all outstanding client feedback without needing to open every share link individually.
The Preview as client button on any share link row opens the shared view exactly as a client without a Gardenly3D account would see it. Always use this before sending a share URL to confirm the right documents are included and the layout looks correct.
Deleting a share link is permanent and immediately invalidates the URL. Clients who have bookmarked the link will no longer be able to access it. Use Disable instead if you only want to block access temporarily.
Frequently Asked Questions
Do reports update automatically when the design changes?
No. Reports are point-in-time snapshots. Click Regenerate on any report row to update it with the current design state. Existing share links that include that report will serve the updated version immediately after regeneration.
Can clients see procurement documents through a share link?
No. Share links only expose documents from the Client tab (reports, design views, presentations). Procurement documents in the Supplier & Procurement tab are never included in any share package, regardless of settings.
Where do Design Views come from?
Design views must be saved manually. Use the Screenshot tool in the canvas or HQ Capture in Presentation mode, and save the output to the Document Center when prompted. They are not generated automatically — each one is a deliberate capture by the designer.
How do I add a PIN to a share link?
Open the Create Share Link dialog (click Share on any report or design view), and enter a PIN code in the PIN protection field before creating the link. Clients will need to enter the PIN when opening the link. You can also edit an existing link's settings to add or change a PIN.
Can I see which clients have commented without opening each share link?
Yes — the Discussions tab in the Document Center aggregates all comments from every share link in one inbox. Comments are grouped by share link so you can still trace feedback to its source, but you can triage everything from one view without navigating between links.