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Procore

View Documents in the Document Management Tool (Android)

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regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

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

Objective

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

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • The following file types can currently be opened in the viewer:
      • Documents: .pdf, .doc, .docx, .ppt, .pptx
      • Spreadsheets: .xls, .xlsx
      • Images: .jpg, .jpeg, .png
      • Videos: .mp4
      • Audio: .mp3, .mp4, .wav, .m4a

Steps

 Tip

You can quickly access drawings and specifications within the Document Management tool by tapping the Drawings or Specifications tool in the Procore app. 
Note: The app will not redirect to the Document Management tool if the Drawings or Specifications tools are active on the project. 

  1. Open the Procore app on an Android mobile device.
  2. Tap the project's Document Management tool.
  3. Populate a list of documents with one of these methods:
    • Tap on a saved view listed underneath a bolded collection name.  
    • Enter a search term into the Search icon-markup-search.png bar. 
  4. As needed, refine your search by modifying the filter icon-filter2.png or  sort   options. See Search for and Filter Documents in the Document Management Tool (iOS).
  5. Tap the document you want to view.
  6. After the document loads in the viewer, the following actions are available:
    Note:  Not all actions are available for every file type.
    • Markups:
      • To show or hide markups that exist on the document, tap the Markups toggle on or off. 
      • To filter markups:
        Note:  Filters automatically clear if you close the document.
        1. Tap the filters icon-filter2.png icon or tap one of the quick filters on top. 
        2. Select the filters that you want to apply:
          • Authored By: The individual who added the markup. 
          • Company: The company that an individual who added the markup is associated with in Procore. 
        3. Mark the tickbox next to each option you want to filter by and tap Select. 
        4. Tap Apply to apply the filters to the document. 
        5. If you want to clear the filters, tap Clear Filters.
    • Markup List: Tap the ellipsis icon-ellipsis-options-menu3.png icon and select Markup to view a list of markups on the document. You can tap on a markup item to view it on the drawing.
      Note:  The number of visible markups compared to total markups and the number of applied filters are shown in this Markup list panel. 
    • Revisions: Tap the revisions  revisions-icon.png  icon to view previous revisions of the document. 
    • Search: Tap the search icon to search text within the document. 
    • Info: Tap the ellipsis icon-ellipsis-options-menu3.png icon and select info to view all available information for the document.
    • Thumbnail View: Tap the ellipsis icon-ellipsis-options-menu3.png icon and select Thumbnail View if you want to change to a thumbnail view.  
    • Share: Tap the share icon to save, share or print the document.
      Note:  The options available depend on the apps and settings on your Android device. 
  7. When you are done viewing the document, tap the x icon to close the viewer.