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Procore

Export a Commitment to DOCX or PDF

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Objective

To export a commitment to the Microsoft Word Open XML Document (DOCX) OR Portable Document File (PDF) file format.

Background

You can export a commitment to the DOCX or PDF file formats. This is useful when you want to to print out a paper copy of your purchase order or contract, 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. 

Steps

  1. Navigate to the project's Commitments tool.
  2. Locate the commitment to export in the Commitments List. Then click View to open it in Procore. 
  3. Choose one of these options from the Export drop-down menu:
    • 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. 
      export-commitment.png

See Also