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Procore

[DEPRECATED] Export a Commitment to a Microsoft Word File

Objective

To export a subcontract to a PDF the DOCX file format so that parties involved can approve and sign the contract.

Things to Consider

  • Required User Permission: Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment as a PDF if they have been granted access via the privacy drop-down menu when editing or creating a commitment.

Steps

  1. Navigate to the Project level Commitments tool.
  2. Click View next to the commitment you want to export. 
  3. From the Export drop-down menu, select PDF or DOCX.
    export-commitment.png

 

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