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Export a Commitment to a Microsoft Word File

Objective

Export a commitment (a subcontract or purchase order) to a Microsoft Word file. 

Background

Exporting a commitment to a Microsoft Word file will allow you or any recipients of the contract to easily modify or edit the language and contents of the commitment before sending it back for approval.

Things to Consider

  • Required User Permission: 'Admin' on the project's Commitments tool.
  • Details from the General Information subtab and the Schedule of Values subtab will appear in the Microsoft Word file.

Steps

  1. Navigate to the project's Commitments tool.
  2. Click View next to the commitment you want to export to a Microsoft Word file.
  3. Click Export > DOCX.

    export-to-docx.png
     
  4. The DOCX file will download to your computer. Double click it to open it in a word document.

    purchaseorder2015-10-28_11-58-55.png

 

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