Limited ReleaseThe Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options.
To export a client contracts list to the CSV for PDF file format.
After you create one (1) or more client contracts, you can export a list of those contracts using the Export menu on the Client Contracts tool's main page.
Things to Consider
- Required User Permissions:
- To export a client contracts list, 'Read Only' level permissions or higher on the project's Client Contracts Tool
- Navigate to the project's Client Contracts tool.
- Click the Export drop-down menu, select one of these options:
Choose this option to download a CSV file to your web browser's download location.
Choose this option to generate a PDF and open it in a new browser window. You can then click the Download or Print icon in the top-right corner of your browser window.