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Procore

Upload a File to the Company Documents Tool (iOS)

Also available on  web-gray-icon.jpg

Objective

To upload a file to your Company Documents tool on an iOS mobile device.

Things to Consider

  • Required User Permissions
  • You can upload the following file types from your iOS mobile device to the Documents tool: photos, Microsoft Word documents, PDF files, Spreadsheets, and PowerPoint files.

Steps

  1. Open the Procore app on an iOS mobile device. 
  2. Tap your avatar and navigate to the Sidebar screen.
    avatar.png
  3. Tap Company Documents.
  4. Tap the folder you want to upload a file to.
  5. Tap the add icon-plus-quick-create-mobile2.png icon.
  6. Tap Upload File.
  7. Choose whether you want to take a new photo to add using the Camera feature, or add an existing file from your device from your photo Library or Files.
    • Camera
      1. Tap Camera to take a new photo.
      2. Press the shutter release icon to take the photo.
      3. Optional: Tap the photo to add markups, then tap Save.
      4. When you are finished taking photos, tap X
    • Library:
      1. Tap Library to upload an existing photo from your device. 
      2. Tap the photo you want to add.
      3. Tap Add.
      4. Optional: Add markup.
      5. Tap Save.
    • Files:
      1. Tap Files upload an existing file from your device. 
      2. Tap the file you want to add.
      3. Tap Upload.
  8. Optional: The following settings are available for your file upload. 
    • Track: If you want to track the file to be notified of any changes made, tap the 'Track' toggle ON.
    • Private: If you want the file to be marked as Private, tap the 'Private' toggle ON.
  9. Tap Save.