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Procore

View a File in Microsoft Office 365 Using the Project Level Documents Tool

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Objective

To view a Microsoft® file in Office 365® using the Project level Documents tool in Procore.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Project level Documents tool. 
      Note: If the file is 'Private', the user must be added to the Permissions list of the file. 

Steps

  1. Navigate to the Documents tool.
  2. Locate the Microsoft file that you want to view.
  3. Hover over the file and click the icon that corresponds with the file you want to open. For example, for a Word document, click the Word icon to Open in Word. 
    Tip! You can also right-click on the file to access this action. 
    open-document-in-word.png
  4. A new tab opens in your browser displaying the file in Office 365.