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Export an Owner Payment Application as a PDF, CSV or PDF with attachments

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Objective

To export a payment application as a PDF or CSV or as a PDF with attachments. 

Things to Consider

  • Required User Permission: 'Admin' level permissions to the Project level Main Contracts tool. 
  • The option to export a Payment Application PDF with attachments is not available on payment applications that have been completed through DocuSign©. 

Steps

Export a Payment Application as a PDF or CSV

  1. Navigate to the Project level Main Contracts tool.
  2. Click the Payment Applications tab.
  3. Click View next to the payment application you want to export.
  4. Click the Export drop-down menu and select one of the following:
    • PDF
    • PDF with Attachments (see below)
    • CSV
       

Export a Payment Application PDF with Attachments

  1. Complete Steps #1-3 above.
  2. Click the Export drop-down menu and select PDF with Attachments.

    export-payment application.png
  3. Select which attachments you want to include with your PDF by marking the checkbox next to the attachment included in the payment application.
    export-payment application-with-attachments.png
  4. Select .zip to have these attachments exported in a zip drive, or select Single PDF to have them exported in a single PDF. The PDF with attachments will then be emailed to your Procore user email address. 
    Note: Only PDF attachments can be combined into a single PDF, if other file types are used as attachments they will not be available as a single PDF.