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Procore Support (en-au)

Export a Contract in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To export a contract from the Contract Room in Portfolio Financials to a PDF, DOCX, or XML file.

Background

While you can view a contract in the Contract tab of Portfolio Financials, you can also export a copy of it to a PDF, DOCX, or XML file for your records. 

Things to Consider

  • Required User Permissions:
    • 'Vendor' access to the project or higher.
      Note: Users can only export a contract that they have access to. 

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker
    Note: Cost items with a Contract Room are marked with a ribbon  icon.
  2. The Contract Room automatically opens to the Contract tab.
  3. Click the vertical ellipsis  icon.
  4. Select one of the options below to specify which file type you want to export the contract to:
    • Contract PDF
    • Contract Docx
    • Contract XML