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Generate a PDF of a Submittal in a List

Objective

To generate a PDF for a submittal in one of the lists on the available tabs.

Background

The lists in the different views on the Submittals tool lets you quickly generate a PDF version of the selected submittal. 

Things to Consider

  • Required User Permission:
    • Read-Only level permission or higher on the Project level Submittals tool. 

Steps

  1. Navigate to the Submittals tool. 
    This reveals the Submittals page.
  2. Click the desired view: ItemsPackagesSpec Sections, or Ball In Court
    Note: If you have 'Admin' level permission on the Submittals tool, you will also have access permission to the Recycle Bin
  3. Locate the desired submittal.
  4. On the far-right side of the page, click the PDF icon that corresponds to the desired submittal.
    pdf-icon2.png
    The system opens a PDF version of the selected submittal. 

 

If you would like to learn more about Procore's submittals management software and how it can help your business, please visit our construction submittals software product page .