Export a Submittal
Objective
To export a submittal as a PDF.
Background
- PDF with Attachments. When adding attachments to a submittal, many users upload a variety of materials (e.g., the submittal's cover page, the main contractor's review stamp and other attachments, such as product specifications, drawings, user manuals and more). When exporting a submittal, users can combine the submittal cover sheet generated by Procore and other attachments from the submittal into a single PDF. Users can also rearrange these attachments so the files are merged into the PDF in the order they specify. This saves users a number of extra steps that would be taken to manually assemble PDFs using a third-party PDF software. Users can alternatively combine their selected attachments into a ZIP file.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the project's Submittals tool.
- Additional Information:
- The maximum number of file attachments that you can select to export in a single PDF is forty (40) attachments.
Steps
- Navigate to the project's Submittals tool.
- Locate the desired submittal and click View.
- Click Export.
- Choose one of the following options:
- PDF. Select this option to generate a PDF summary of the submittal. The PDF will open in a separate tab in your web browser.
- Zip. Select this option to export a PDF that combines one or more attachments from the submittal.
- Mark the tickboxes next to the files you want to combine together or check the box next to Attachments to select all.
Note: You can only add up to 40 attachments. - Rearrange the files by clicking the vertical grip (⋮⋮) icons and using a drag-and-drop operation.
- Click Single PDF or .zip.
- Mark the tickboxes next to the files you want to combine together or check the box next to Attachments to select all.
A 'Success' banner displays to confirm the export has started. The system will send you an email to notify you when the export is complete and will include a link to the exported file.