Create, Print, or Email a PDF for the Issue Form

You can create, view, print, or email a PDF for the Issue form from the Enter Issue screen.

  1. Open the Enter Issue screen.
  2. Note the active company. You can change it if you want.
  3. In the Project field, do one of the following:
    • Enter the code of the project for the document.
    • Click to select the project for the document from a lookup list.
      Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen or User Groups screen for details.
  4. In the Document field, do one of the following:
    • Enter the code of the document for which you want to create a PDF and press Tab.
    • Click to select the document for which you want to create a PDF from a lookup list.
  5. In the On Save of Document area, select the Create PDF checkbox.
  6. Click Save Document.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out until all background tasks are complete.
  7. To print the PDF, select the Print checkbox.
  8. To email the PDF as an attachment, select the E-mail checkbox.
    Note: You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment.
  9. Click Save Document.