Sync and Download Documents from the Document Management Tool (iOS)
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Objective
To sync and download documents from the Document Management tool on the Procore iOS app.
Background
The first time that you open a document in the Procore iOS app, it will sync to your device so that it can be quickly accessed at any time, even while in offline mode. If you want to download the actual file to your device, you can use the "Save to Files" option. Currently, only documents without markup can be downloaded.
Things to Consider
- Required User Permissions:
- 'Read Only' or higher level permissions to the project's Document Management tool.
Note: You can only sync and download documents that you have access to. See How do permissions work in the Document Management tool?
- 'Read Only' or higher level permissions to the project's Document Management tool.
Steps
- Open the Procore app on an iOS mobile device.
- Tap the Document Management tool.
- The following actions are available:
Sync Documents
You can choose to sync specific documents to view in offline mode, or you can sync all documents within a saved view.
Sync a Document
- Tap on a saved view to open it.
Note: Saved views are listed under the bolded collection names on the main screen of the Document Management tool. - Tap the download
icon next to the document you want to make available for offline use.
Note: Opening the document by tapping on it is another way to sync the document for offline use. - The document automatically syncs to your device for offline use, and its download icon changes to the ellipsis
icon so that you can remove it from the device as needed.
Sync ALL Documents in a Saved View
- Tap the download icon next to the saved view that has the documents you want synced.
Note: Saved views are listed under the bolded collection names on the main screen of the Document Management tool. - All documents within the saved view automatically sync to your device for offline use, and the download icon changes to a check mark
.
Remove a Document
If you no longer need to access a certain document that's been synced, you can remove it from your device. This can free up space, but the document will need to sync again the next time you open it.
- Find the document that you want to remove from your device but do not open it.
- Tap the ellipsis icon.
- Tap Remove from device.
The document is removed from your device and no longer synced.
Download a Document
If you want to save a document to your device's files to open outside of the Procore app, you can download the actual file from the Document Management tool.
Important
Currently, documents with markup cannot be downloaded to your device.- Find the document that you want to download.
- Tap the document to open it in the viewer.
- Tap the ellipsis icon.
- Tap Share
. - Tap Save to Files.