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Procore

Upload a New Version of a File in the Company Level Documents Tool (iOS)

Also available on  web-gray-icon.jpg

Objective

To edit a document in the Company's Documents tool using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions
  • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

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 document you want to upload a new version for.
  5. Tap the horizontal ellipsis icon-ellipsis-options-menu3.png.
  6. Tap Versions.
  7. Tap Upload New Version.
  8. Choose whether you want to take a new photo to add using the Camera, 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 markup, 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. Optional: Add markup.
      4. Tap Save.
    • Files
      1. Tap Files upload an existing file from your device. 
      2. Tap the file you want to add.
  9. Tap Upload.