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Procore Support (en-au)

Export a Head Contract to DOCX or PDF

Objective

To export a head contract to the DOCX or PDF file format.

Background

You can export a head contract to the DOCX or PDF file format. This is useful when you want to print your head contract to obtain a wet signature

Things to Consider

  • Required User Permissions:
    • To export a head contract to the DOCX or PDF file format, 'Admin' level permissions to the project's Head Contracts tool. 
    • To export a head contract to the PDF file format, 'Read Only' or 'Standard' level permissions on the project's Head Contracts tool. 

Prerequisites

Steps

  1. Navigate to the project's Head Contracts tool.
  2. Locate the head contract that you want to export. Then click its Number link. 
  3. From the Export drop-down list, select one of these options:
    • PDF. Procore exports the file to the PDF file format and opens the file in a new browser tab. You can hover your mouse cursor over the contract and click the Download icon.
    • DOCX. Procore downloads a DOCX copy of the head contract to your browser's download location. This option is only available to users with 'Admin' level permissions on the project's Head Contracts tool. 
      head-contract-export-menu.png
  4. (Recommended) Once the document has been signed by all parties, scan and upload the file into the project's Documents tool for archiving purposes. 

 

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