Search for and Filter Documents in the Document Management Tool (Android)

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Objective

To find documents in the Document Management tool on the Procore Android app.

Things to Consider

Required User Permissions:
- 'Read Only' or higher level permissions to the project's Document Management tool.
  Note: You can only find and view documents that you have access to. See How do permissions work in the Document Management tool?
Additional Information:
- You can also view filtered sets of documents through saved views that have been created in the project. See View Documents in the Document Management Tool (Android).

Steps

Open the Procore app on an Android mobile device.
Tap the project's Document Management tool.
See the steps below for information on viewing documents in the list, or viewing a specific document in the viewer.

Search for Documents

Tap the Search bar at the top of the screen.
Enter a search term.
Matching results are automatically shown as you type.
To clear your search, tap the x in the search bar.

Filter Documents

Note: You can also view filtered sets of documents through saved views that have been created in the project. See View Documents in the Document Management Tool (Android).

In the filters menu, tap a filter that you want to use.
Tap on an item that you want to filter by.
Tap Apply.
Add additional filters as needed.
To remove a filter, tap the relevant filter menu, then tap an applied item to deselect it. To remove all filters of a certain type, tap Reset.
To clear all filters that are applied, tap Clear Filters.

Sort Documents

Tap the Sort By menu.
Select one of the following sorting options:
- Name: A-Z
- Name: Z-A
- Newest to Oldest
- Oldest to Newest

See Also