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Procore

Export a Commitment to PDF or DOCX

Objective

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

Background

You can export a commitment to the PDF or DOCX 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 on 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 drop-down menu:
    • Export > PDF. This option generates a PDF copy of the commitment and opens it in a separate browser window. You can then save the PDF to your browser's Download location or send the document to a printer. 
    • Export > DOCX. This option downloads a DOCX copy of the commitment to your computer's download location. 
      export-commitment.png

 

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