Export a Client Contract
Objective
To export a client contract to the DOCX or PDF file format.
Background
You can export a client contract to the DOCX or PDF file format. This is useful when you want to print your client contract to obtain a wet signature.
Things to Consider
- Required User Permissions:
- To export a client contract to the DOCX or PDF file format, 'Admin' level permissions to the project's Client Contracts tool.
- To export a client contract to the PDF file format, 'Read Only' or 'Standard' level permissions on the project's Client Contracts tool.
Steps
- Navigate to the project's Client Contracts tool.
- Locate the client contract to export. Then click its Number link.
- From the Export drop-down list, select one of these options:
- PDF
Procore exports the file to the PDF file format and opens the file in a new browser tab. You can hover your mouse cursor over the funding and click the Download icon.
- DOCX
Procore downloads a DOCX copy of the funding to your browser's download location. This option is only available to users with 'Admin' level permissions on the project's Funding tool.
![prime-contract-export-menu.png](https://support.procore.com/@api/deki/files/282944/prime-contract-export-menu.png?revision=2)
- Optional: Scan and upload the signed funding into the project's Documents tool for archiving purposes.