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Procore (en-CA)

Download Contract Documents 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 download contract documents from the Contract Room in Portfolio Financials.

Background

Relevant documents are added to the Contract Documents section of a contract. You can download these documents at any time from the Contract Room in Portfolio Financials. 

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher.

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the Cost Tracker section of the Project Page.
    Note: Cost items that currently have a Contract Room associated with them are marked with a ribbon  icon.
  2. The Contract Room automatically opens to the Contract tab.
  3. Scroll to the Contract Documents section.
  4. Click the name of the document to download it to your computer.