Skip to main content
Procore

Export a Submittal

Objective

To export a submittal as a PDF.

Background

  • PDF with Attachments. When adding attachments to a submittal, many users upload a variety of materials (e.g., the submittal's cover page, the general contractor's review stamp, and other attachments, such as product specifications, drawings, user manuals, and more). When exporting a submittal, users can combine the submittal cover sheet generated by Procore and other attachments from the submittal into a single PDF. Users can also rearrange these attachments so the files are merged into the PDF in the order they specify. This saves users a number of extra steps that would be taken to manually assemble PDFs using a third-party PDF software. Users can alternatively combine their selected attachments into a ZIP file. 

Things to Consider

  • Required User Permission:
    • 'Read Only' on the project's Submittals tool.
  • Additional Information:
    • The exported file is named using this convention: {Project Name}-Submittal{Submittal Number}-Rev {Revision Number}-{Submittal Title}.pdf.
    • The maximum number of file attachments that you can select to export in a single PDF is forty (40) attachments. 

Steps

  1. Navigate to the project's Submittals tool. 
  2. Locate the desired submittal and click View.
  3. Click Export.
    export-submittal.png
  4. Choose one of the following options:
    • PDF. Select this option to generate a PDF summary of the submittal. The PDF will open in a separate tab in your web browser.
    • PDF with Attachments. Select this option to export a PDF that combines one or more attachments from the submittal.
      • Mark the checkboxes next to the files you want to combine together or click Select All.
        Note: You can only add up to 40 attachments.
      • Rearrange the files by clicking the vertical grip (⋮⋮) icons and using a drag-and-drop operation.
      • Click Single PDF or .zip.

A 'Success' banner displays to confirm the export has started. The system will send you an email to notify you when the export is complete and will include a link to the exported file.

See Also

 

  • Was this article helpful?