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Procore

Upload a File to the Company Documents Tool (Android)

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Also available on  ios-gray-icon.jpg  web-gray-icon.jpg

Objective

To upload a file to the Company Documents tool using the Procore app on your Android mobile device.

Things to Consider

  • Required User Permissions
  • This feature is compatible with any app that generates or stores documents and allows file sharing, such as Google Drive, Dropbox, etc.

Steps

  1. Open the Procore app on your Android mobile device.
  2. Navigate to the Sidebar screen by tapping your avatar
  3. Tap Company Documents.
  4. Optional: Tap the folder to which you want to upload a file.
  5. Tap the add icon-create-plus-android.png icon.
  6. Tap Upload File.
  7. Select from where you want to upload the file.
    • Camera: 
      1. Tap Camera to take a new photo.
      2. Press the shutter release to take the photo.
      3. Optional: Tap the photo to add markups, then tap Save.
      4. When you are finished taking photos, tap X
    • Photos:
      1. Tap Photos to upload an existing photo from your device. 
      2. Select Photos from Device.
      3. Tap the photos you want to add.
      4. Tap Done.
    • Files:
      1. Tap Files upload an existing file from your device. 
      2. Tap the file you want to add.
  8. Optional: To track the file, move the toggle to the ON icon-toggle-on.png position.
  9. Optional: To mark the folder as 'Private', tap toggle to the ON icon-toggle-on.png position.
    Note: Folders marked as 'Private' are only accessible to the folder's creator and 'Admin' level users on the Company Documents tool.
  10. Tap Upload.