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Procore (en-CA)

View a Form

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Objective

To view a form in the Project level Forms tool.

Background

The Forms tool allows users to select and add preexisting custom templates to a project. Team members can then fill out, save and store these forms in Procore.

Things to Consider

  • Required User Permissions: 'Read-only' and above permissions on the Project level Forms tool.
    • 'Admin' users can view all forms.
    • 'Read-only' and 'Standard' users can view all completed forms that are not marked private.
    • 'Standard' level users can view forms marked as Private that they have filled out.
    • All users with access to the Forms tool can view all Company level form templates. 
  • Additional Information:

Steps

  1. Navigate to the project's Forms tool.
  2. Locate the form you want
  3. Click Open next to the form to reveal the file in a PDF viewer. 

See Also