Embedded Files
Process
This job aid describes steps on how to print, save, and email PDF forms from a CORE Transaction.
Please note that before you work through the following steps to print your PDF form, the following requirements will need to be fulfilled.
If the form being printed is a Solicitation or Award transaction, the user printing the form will need to have Buyer access in the CORE system. If Buyer access is needed, the user will need to have a UDOC submitted on their behalf to request this access.
The transaction being printed will need to be in Final status in order for the form to be printed.
1. Open the transaction you want to Print.
2. Click the Print button in the top right section of your transaction.
3. Select PDF in the Print Output Type field.
Your transaction type should appear in the Print Job field and the PDF file generator should appear in the Print Resource field.
Select the checkbox next to the View Forms identifier.
Select Print.
4. Click the 3-dot menu located in the upper right side of the screen and select the Forms option.
5. Select View PDF option from the 3-dot menu on the selected line to view/save your form.
6. Your PDF will appear in your download menu of your computer.
7. Optional: To email your PDF form, repeat the steps above but in Step 3, select E-Mail from the Print Output Type drop-down. Then, enter the email address(es) you would like to send the PDF form to in the Email Address field. Type in the Subject in the Email Subject field, your message in the Email Message field and the email address you would like this to come from in the Sender’s Email field.
Note: To ensure that your document is being sent, you can also enter your email address in the Email Subject field.
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