View Documents in the Document Management Tool (iOS)

Objective

To view documents in the Document Management tool using the Procore iOS app.

Things to Consider

• Required User Permissions:
  • 'Read Only' or higher level permissions to the project's Document Management tool.
    Note: You can only view documents that you have access to. See How do permissions work in the Document Management tool?
• Additional Information:
  • The following file types can currently be opened in the viewer:
    • Documents: .pdf, .doc, .docx, .ppt, .pptx
    • Spreadsheets: .xls, .xlsx
    • Images: .jpg, .jpeg, .png
    • Videos: .mov, .mp4
    • Audio: .mp3, .mp4, .wav, .m4a

Steps

1. Open the Procore app on an iOS mobile device.
2. Tap the project's Document Management tool.
3. Populate a list of documents with one of these methods:
   • Tap on a saved view listed underneath a bolded collection name.  
   • Enter a search term into the Search  bar. 
4. As needed, refine your search by modifying the filter  or  sort   options. See Search for and Filter Documents in the Document Management Tool (iOS).
5. Tap the document you want to view.
6. After the document loads in the viewer, the following actions are available:
   Note: Not all actions are available for every file type.
   • Markups:
     • To show or hide markups that exist on the document, tap the Markups toggle on or off. 
     • To filter markups:
       Note: Filters automatically clear if you close the document. 
       1. Tap the filters  icon, or tap one of the quick filters on top. 
       2. Select the filters that you want to apply:
          • Authored By: The individual who added the markup. 
          • Company: The company that an individual who added the markup is associated with in Procore. 
       3. Mark the checkbox next to each option you want to filter by and tap Select. 
       4. Tap Apply to apply the filters to the document. 
       5. If you want to clear the filters, tap Clear Filters.
   • Markup List: Tap the ellipsis  icon and select Markup List to view a list of markups on the document. You can tap on a markup item to view it on the drawing.
     Note: The number of visible markups compared to total markups and the number of applied filters are shown in this Markup List panel. 
   • Revisions: Tap the ellipsis  icon and select Revisions   to view previous revisions of the document. 
     Note: When navigating to a document from a saved view (see step 3 above), if you view an older revisions of a document, Procore adds a banner to the top of the document informing you that it's not the latest revision of the document in the collection you're currently viewing.  
   • Share: Tap the ellipsis  icon and select Share  to save, share, or print the document.
     Note: The options available depend on the apps and settings on your iOS device. 
   • Thumbnail View: Tap the ellipsis icon and select Thumbnail View if you want to change to a thumbnail view.  
   • Info: Tap the ellipsis  icon and select Info  to view all available information for the document.
   • Search: Tap the search  icon to search text within the document. 
7. When you are done viewing the document, tap the x icon to close the viewer.

See Also

• Search for and Filter Documents in the Document Management Tool (iOS)
• Change Your View Mode in the Document Management Tool (iOS)