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Procore (en-GB)

Export a Correspondence Item

Objective

To export a correspondence item.

Things to Consider

Steps

Export a Correspondence Item from the Tool's List or Archive Tab

  1. Navigate to the project's Correspondence tool.
  2. Click the List or Archive tab.
  3. Locate the correspondence item you want to export and click the attachment icon-attachment.png icon at the end of its row.

    correspondence-export-from-list-tab.png

    A PDF summary of the correspondence item will open in a separate tab in your web browser.

Export a Correspondence Item from Its View Page

  1. Navigate to the project's Correspondence tool.
  2. Click the List or Archive tab.
  3. Click the Number or Subject link for the correspondence item you want to export.
  4. Click Export and click PDF.

    correspondence-export-from-view-page.png

    A PDF summary of the correspondence item will open in a separate tab in your web browser.