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Export a Transmittal Letter to PDF

Objective

To export a transmittal letter to PDF using the project's Transmittals tool. 

Things to Consider

  • Required User Permission:  
    • 'Read Only' level permission or higher on the project's Transmittals tool.

Steps

  1. Navigate to the project's Transmittals tool. 
  2. Locate the desired transmittal in the list and click View.

    view2.png
     
  3. Click Export.

    export2.png
  4. Choose one of the following options:
    • PDF. Select this option to generate a PDF summary of the transmittal. 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 transmittal.
      • 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 to the PDF export.
      • To rearrange the files, hover your cursor over a file's row until the vertical grip (⋮⋮) icon displays and use a drag-and-drop operation to move the file to a new position.
      • Click Single PDF or .zip

         transmittals-export-pdf-with-attachments.png

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.

 

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