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Procore

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

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 Limited Release (Beta)
The Document Management tool is currently in a Limited Release (Beta). It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Objective

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

Things to Consider

Steps

  1. Open the Procore app on an iOS mobile device.
  2. 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

  1. Tap the Search bar at the top of the screen.
  2. Enter a search term.
    Matching results are automatically shown as you type.
  3. 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 (iOS). 

  1. In the filters menu, tap a filter that you want to use.
    Note: Scroll left to see more filter options. Or tap the filter icon-filter2.png icon to filter from a list format.  
  2. Tap on an item that you want to filter by.
  3. Tap Apply.
  4. Add additional filters as needed.
  5. 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.
  6. To clear all filters that are applied, tap Clear Filters.

Sort Documents

  1. Tap the sort   icon.
  2. Select one of the following sorting options.
    • Recently Opened - Tap once for files that were not recently opened to show up on top. Return to the menu and tap this again to flip the list into descending order, with most recently opened files listed first.
    • Recently Uploaded - Tap once for the most recently uploaded files to show up on top. Return to the menu and tap this again to flip the list into descending order. 
    • Name - Tap once to sort the list from A-Z, by file name. File names that start with symbols or numbers appear first. Return to the menu and tap this again to reverse the order. 
    • Last Modified - Tap once for files that have not been modified recently to show up on top. Return to the menu and tap this again to flip the list into descending order, with most recently  modified files on top. 
    • File Type - Tap once to sort the files into this order: Drawings, Models, Photos, Reports and Specifications. Return to the menu and tap this again to flip the list into descending order, with Drawings appearing last in the list and Specifications first.