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How to Export Information from a Project
How to Export Information from a Project
John Chun avatar
Written by John Chun
Updated over a week ago

You have the ability to export submittals, contacts, and companies into excel, csv, or PDFs. Let’s start with exporting submittals before we move onto exporting contacts and companies.

Step 1: Log in to Closeout.

Step 2: You will be directed to the Projects tab view. Select the project you would like to work in. You can search for your project using the Search Projects box in the top right-hand corner of the page.

Step 3: Once you select the desired project, you will be directed to that project's Dashboard. You will know you are in the correct project because the Project Name will be listed at the top of the page. You can easily switch between projects here as well.

Step 4: Next, click on the Closeout Submittals icon located on the left-hand side of the page.

Step 5: You will see a list of all the submittals for your project, based on your current filters. Choose some or all of the submittals that you would like to export by checking the boxes.

Step 6: When you are satisfied with your selections, click Export to expose the dropdown menu to choose what format you want to export to (Procore, excel, csv, or pdf). Your excel, csv, or pdf will now be available to access on your device outside of Closeout.

Step 7: To Export contacts click on the Directory icon located to the left-hand side of the page.

Step 8: Select Export at the top of the page. You can export contacts as an excel, csv, or pdf file.

Step 9: To export companies, click on the Responsible Companies tab at the top of your Directory.

Step 10: You will now be able to complete Step 8 to export and manage your companies in your directory outside of Closeout.

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