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Procore

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. 

Demo

view-a-submittal-in-pdf.gif

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.
    The system opens a PDF version of the selected submittal. 

See Also

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