Export an Email as a PDF

If your organization wishes to convert your project's emails in the Emails tool to the PDF format, you may use the steps below. This action converts the entire thread for any message you choose.

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Emails tool.
    Note: If you are a user with 'Read Only' or 'Standard' level permission on the Emails tool, you will not be able to export messages marked 'Private' (see Mark an Email as Private).

• Prerequisites:

  • The desired email must exist in the Emails tool.
    See Create an Email or Send an Inbound Email to the Emails Tool.

Note: A modernized user experience is now available for the Email tool. Learn more about this open beta and how your Procore point of contact can help you enable it.

1. Navigate to the project's Emails tool.

2. Click the checkbox for the desired message in the left pane.

3. Click Export and then PDF.
   The system converts the email to the PDF file format and opens it in a separate browser tab.