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Procore

Export a Purchase Order or Subcontract to DOCX or PDF

Objective

To export an individual purchase order or subcontract using the Export button in the Commitments tool. 

Background

You can export a commitment to the DOCX or PDF file format. This is useful when you want to to print out a paper copy of your purchase order or subcontract, particularly if you need to obtain a wet signature

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool
      OR
    • 'Read-Only' or 'Standard' on the Commitments tool and you MUST be a designated member of the 'Privacy' drop-down list on the commitment. 
  • Supported File Formats:
    • Microsoft Word Open XML Document (DOCX)
    • Portable Document File (PDF)
  • Additional Information:
    • If you want to export a list of the purchase orders and subcontracts in one of the Commitments tool's tabs, see Export Commitments

Steps

  1. Navigate to the project's Commitments tool.
  2. Locate the purchase order or subcontract that you want to export in one of these tabs:
    • Summary
    • Detailed.
    • Recycle Bin
  3. Click View next to the purchase order or subcontract that you want to export. 
  4. In the top-right corner, choose one of these options:
    • Export > PDF. Generates a PDF copy of the commitment and opens it in a separate browser window. You can then save the PDF to your web browser's Download location or send the document to a printer. 
    • Export > DOCX. Downloads a DOCX copy of the commitment to your web browser's specified download location. 
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