The Forms tool makes it easy to upload, access and fill out fillable PDFs. Internal and external collaborators can then immediately access these forms directly from their desktop or mobile device.
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To browse and search all Procore training videos, visit our video library.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
The following table highlights which user permissions are required to perform the described user action.
- Denotes an action supported in Procore's iOS and/or Android mobile application.
1 'Standard' users can view forms marked as private that they have created.
2 'Standard' users can edit forms they have created.
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Create a Company Level Form Template |  |
|||
| Delete a Company Level Form Template | |
Below are the notable changes to the project's Forms tool.
Look for a new modernised appearance on several pages of the Forms tool and company Admin tool where Form templates are created or edited. All the same tasks and features are available in each of these tools. For example, instead of the ‘Email’ and ‘Delete’ buttons in a side-panel on a form’s Info page, they are integrated into the main area of the Info page. See Email a Form for instructions. In the company Admin tool, creating and editing form templates works the same as before but with an updated layout. See Create a Company Level Form Template for instructions.