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Procore

Export the Forms List to a CSV or PDF

Objective

To export the list of a project's forms to a CSV or PDF format.

Background

The Forms tool allows you to export a record of an entire project's templates to two (2) file formats: CSV or PDF. 

Things to Consider

  • Required User Permissions:
    • 'Read-only' and above permissions on the project's Forms tool.
  • Supported Export File Formats:
    • Comma-Separated Values (CSV)
    • Portable Document Format (PDF) 
  • Additional Information:
    • You can also download an individual template by opening the template and clicking Export in the PDF viewer.

Steps

  1. Navigate to the project's Forms tool.
    This reveals the Forms page. 
    Note: If you apply one or more options in the 'Add Filters' menu to narrow the templates appearing on the Forms list, the data in the exported file will also reflect the selected filters. See Search for and Filter Forms.
  2. Click one of the following options:
    • Export > PDF. This action downloads a summary list of all the project's templates to a single PDF file. 
      • The PDF file summarizes all of the templates that match the filters set in the 'Add Filters' menu. Each template line item includes these data columns: Name, Description, Created Date, Created By.
        OR
    • Export > CSV. This action downloads a summary list of all the project's templates to a single CSV file.
      • The CSV file summarizes all of the templates that match the filters set in the 'Add Filters' menu. Each template line item includes these data columns: Template, Name, Description, Created Date, Created By.

See Also

 

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