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

Objective

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

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions 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. 

 

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.