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Procore (en-CA)

Export the Forms List to a CSV or PDF

Objective

To export the list of a project's forms to a CSV or PDF file.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Forms tool.
  • Additional Information:

Steps

  1. Navigate to the project's Forms tool.
  2. Click Export.
  3. Choose one of the following options:
    • PDF. Select this option to download a summary of the project's forms as a PDF file.
      Note: The PDF file includes the following information for each form: Name, Description, Created Date and Created By.
    • CSV. Select this option to download a summary of the project's forms as a CSV file.
      Note: The CSV file includes the following information for each form: Template, Name, Description, Created Date and Created By.

See Also