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Procore

View Markups in the Document Management Tool

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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.

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Objective

How to view markups on a document in the project's Document Management tool.

Background

When a workflow has been created for a document, workflow assignees can add markups to the document while reviewing it. Markups can be viewed by anyone with access to the document.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions to the project's Document Management tool.
      Note: You can only view markups on documents that you have access to.

Steps

  1. Navigate to the project's Document Management tool.
  2. Click the All Documents or In Review tab to find the document.
  3. Open the PDF document that you want to view markups on.
    Markups that have been added are automatically shown on the PDF.
  4. To view the markups in a list, click Markups or the markup icon-markup-pdm.png icon. 
    pdm-markups-button.png

Show, Hide or Filter Markups

Show Markups

Click the toggle to the ON icon-toggle-on.png position.pdm-show-hide-markups-filters.png

Filter markups

  1. Click the Filters tab.
  2. Select one or more markup filters that you want to apply:
    • Company: The company that an individual who added the markup is associated with in Procore.
    • Authored By: The individual who added the markup.
      pdm-filter-markups.png
  3. Click Apply. 
    The markups are automatically adjusted on the document based on the filters. If you want to clear the filters, click Clear Filters and then click Apply. 

Hide Markups

  1. To hide all markups, click the toggle to the OFF icon-toggle-off.png position.

Note:

  • Markup features are not available while markups are hidden. 
  • Showing or hiding markups does not affect whether markup is included on downloads. See Download Documents.