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Procore (en-GB)

Link a Correspondence Item on a Drawing (iOS)

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Objective

To link correspondence items to drawings in the project's Drawings tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To link correspondence items on your personal layer of a drawing:
      • 'Read Only' level permissions or higher on the project's Drawings tool.
        AND
      • 'Read Only' level permissions or higher on the correspondence type.
    • To link correspondence items and publish the markups to the drawing:
      • 'Standard' level permissions or higher on the project's Drawings tool.
        AND
      • 'Read Only' level permissions or higher on the correspondence type.

Steps

  1. Navigate to the project's Drawings tool using an iOS mobile device.
  2. Tap the drawing that you want to add a correspondence item to.
  3. Tap the markup tool that you want to use.
  4. Use your selected tool to draw a shape or enter text on the drawing. See Mark Up a Drawing (iOS).
  5. Tap the markup that you added.
  6. Tap Link.
  7. Tap Link a Correspondence Item.
  8. Tap the correspondence item that you want to link to this drawing markup.
  9. If you want others to be able to view the linked correspondence item on the drawing and in the Links section on the correspondence item, tap the markup and then tap Publish. See Publish Personal Drawing Markups (iOS).