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Procore (en-GB)

Email Files from the Documents Tool (Android)

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

Objective

To email files in a project's Documents tool on the Procore Android app.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Documents tool.
  • Additional Information:
    • Only Project level documents can be accessed on the mobile application.

Steps

  1. Navigate to the project's Documents tool on your Android mobile device.
  2. Tap the file that you want to email.
  3. Tap the vertical ellipsis icon and select  icon-email-android.png Email.
    email-document-android.png
  4. Fill in the email form to specify who will receive the document(s).
    • To: Tap to select the user(s) or groups who will receive the email.
    • CC: (Optional) Tap to the CC field to carbon copy other users on the email.
      Note: You (the person sending the email) will automatically be copied on the email to ensure that you will also receive a copy of the email. 
    • Subject: Tap to edit the subject of the email. This field is auto-populated with the file or folder's name.
    • Optional Comments: Enter any additional comments that will appear in the body of the email.
  5. Tap Send.

 

If you would like to learn more about Procore's document management software and how it can help your business, please visit our construction document management software product page icon-external-link.png.