Skip to main content
Procore

Manually Sort PDF Attachments for Owner Invoice Exports (Beta)

  1. Last updated
  2. Save as PDF

Background

 open Beta
This feature is currently in open beta and is available to Procore customers by opting into the Procore Invoicing Open Beta through Procore Explore.

This update allows you to manually adjust the order of PDF attachments before exporting an Owner Invoice to a PDF. Previously, users could see the attachment order but could not adjust it before exporting. You can now manually drag and drop attachments to set the preferred order, ensuring the exported package meets exactly how you need it without requiring external PDF editing software.

Things to Consider

  • The sort order you define in the export window is strictly followed when the final PDF file is generated.

  • Rearranging the order for export does not affect the original upload date or storage of the files within the tool.

Prerequisites

  • Required User Permissions: 

    • 'Standard' or 'Admin' level permissions on the project's Owner Invoices tool.

  • The Owner Invoice must have at least two PDF attachments to utilize manual sorting.

Steps

  1. Navigate to the project's Prime Contracts tool.

  2. Locate the contract to open.

  3. Click the appropriate Number link to open the contract.

  4. Click the Invoices tab.

  5. Locate the Owner Invoice to open the Invoice.

  6. Click Edit under General information you want to export.

  7. Click Export and select PDF with Attachments from the drop-down menu.

  8. In the export PDF options window, locate the list of attachments.

  9. Use a drag-and-drop operation to rearrange the attachments in your preferred order.
    Note: You can move attachments to any position within the list to customize the sort order.

  10. Click Export to PDF.

See Also