Export a Commitment to PDF or DOCX
Objective
To export a subcontract to a PDF the DOCX file format so that parties involved can approve and sign the contract.
Things to Consider
- Required User Permission: Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment as a PDF if they have been granted access via the privacy drop-down menu when editing or creating a commitment.
Steps
- Navigate to the Project level Commitments tool.
- Click View next to the commitment you want to export.
- From the Export drop-down menu, select PDF or DOCX.