Export a Purchase Order or Subcontract to DOCX or PDF
Objective
To export an individual purchase order or subcontract using the Export button in the Commitments tool.
Background
You can export a commitment to the DOCX or PDF file format. This is useful when you want to to print out a paper copy of your purchase order or subcontract, particularly if you need to obtain a wet signature.
Things to Consider
- Required User Permission:
- 'Admin' on the project's Commitments tool
OR - 'Read-Only' or 'Standard' on the Commitments tool and you MUST be a designated member of the 'Privacy' drop-down list on the commitment.
- 'Admin' on the project's Commitments tool
- Supported File Formats:
- Microsoft Word Open XML Document (DOCX)
- Portable Document File (PDF)
- Additional Information:
- If you want to export a list of the purchase orders and subcontracts in one of the Commitments tool's tabs, see Export Commitments
Steps
- Navigate to the project's Commitments tool.
- Locate the purchase order or subcontract that you want to export in one of these tabs:
- Summary.
- Detailed.
- Recycle Bin.
- Click View next to the purchase order or subcontract that you want to export.
- In the top-right corner, choose one of these options:
- Export > PDF. Generates a PDF copy of the commitment and opens it in a separate browser window. You can then save the PDF to your web browser's Download location or send the document to a printer.
- Export > DOCX. Downloads a DOCX copy of the commitment to your web browser's specified download location.