Create a PDF file of a submittal form

  1. Open the Enter Submittal screen.

    Note the active company. If you want to change it, click in the header and select the appropriate company.

  2. 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.
  3. 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.

  4. In the On Save of Document area, select the Create PDF checkbox.
  5. 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 of ProContractor until all background tasks are complete.