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Procore

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. Then choose one of these options:
    • Click the PDF on the right-side of the table. This generates a PDF of the selected transmittal and opens it in a new browser window. 

      pdf-icon.png

      OR
       
    • Click View to open the selected transmittal in view mode.

      view2.png

      Next, in the Transmittal Letter page, click Export > PDF
      export2.png
      This generates a PDF of the selected transmittal and opens it in a new browser window. 

See Also

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