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Review Submittal PDF Attachments

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 Limited Release
This tutorial outlines features that may not available on your Procore account at this time. For more information, reach out to your Procore point of contact.

Objective

To review submittal PDF attachments in Procore.

Background

While reviewing a submittal’s PDF attachments in Procore, users who are the current Ball In Court on the submittal can apply markups and add customized stamps directly in Procore’s web application. Users with ‘Admin’ level permissions on the project’s Submittals tool who are the current Ball In Court can also add a blank page or a cover page to the front of the PDF.

Things to Consider

  • Required User Permissions:
    • To add markup and stamps to a submittal PDF attachment in Procore,
      • 'Standard' level permissions or higher on the Submittals tool with the current Ball In Court responsibility.
    • To add a blank page or a cover page to a submittal PDF attachment in Procore,
      • 'Admin' level permissions on the project's Submittals tool with the current Ball in Court responsibility.
  • Additional Information:
    • If you want to add a stamp for use with the markup tool, you must upload it first. See Create and Manage Custom Submittal Markup Stamps.
    • Any user who has been granted permission to view a submittal also has permission to view its attachments and any markups.
    • If two or more users are viewing a submittal PDF attachment at the same time:
      • The other users' initials display at the top of the PDF viewer.
      • Markups added by all users are saved automatically, but the markups do not automatically appear in the PDF viewer in real-time for other users viewing the attachment. To see another user's markups, refresh the page.

Steps

Add Markup to a Submittal PDF Attachment

  1. Navigate to the project's Submittals tool. 
  2. Click View next to the submittal with the PDF attachment you want to add markup to.
  3. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to add markup to.
     Tip
    Current attachments are indicated by a 'Current' label in the 'Version' column.
  4. Use the markup tools to add markups or one of your submittal stamps to the file.

    This table lists the features and available keyboard shortcuts to use when viewing and adding markups to submittal PDF attachments.
     
    Button Label Action Windows Keyboard Shortcut Apple Keyboard Shortcut
    icon-markup-left.png Hide/Show Page Navigator Hide or show the Page Navigator menu. ALT + T OPTION + T
    Select Click to select or move a markup on the page. To select multiple markups, hold SHIFT on your keyboard and click on each markup you want to select as part of a group. Press V Press V
    icon-markup-pan.png Pan Click and drag your cursor to move across the page.
    For temporary panning, hold the SPACEBAR.    		 SHIFT + V SHIFT + V
    Pen Draw a freehand line or shape. Press P to select this tool. Press P to select this tool.
    btn-stroke-75x75.png Line Draw a line. Press L to select this tool. Press L to select this tool.
    btn-arrow-75x75.png Arrow Draw an arrow. Press A to select this tool. Press A to select this tool.
    btn-box-75x75.png Rectangle Draw a rectangle. Press R to select this tool. Press R to select this tool.
    btn-oval-75x75.png Ellipse Draw a circle or oval. Press E to select this tool. Press E to select this tool.
    btn-cloud-75x75.png Cloud Draw a rectangular cloud. Press C to select this tool. Press C to select this tool.
    btn-highlighter-75x75.png Freehand Highlight Highlight with a freehand highlighter.  Press F to select this tool. Press F to select this tool.
     btn-highlight-text.png Highlight Highlight text on a page. Press H to select this tool. Press H to select this tool.
    btn-text-75x75.png Text Add a text box. The text box must be filled to be selectable. The font size can be adjusted by selecting a filled text box and moving the slider above the text box. Press T to select this tool. Press T to select this tool.
    Stamp Open the stamp menu and click the stamp you want to add. See Create and Manage Custom Submittal Markup Stamps. Press S to open the stamp menu. Press S to open the stamp menu.
    btn-stroke-75x75.png Stroke Choose the desired stroke width for a selected markup. Adjusting the stroke width for a text box adds or modifies a border around the text box. N/A N/A
    btn-colour-75x75.png Colour Choose the colour for a selected markup. N/A N/A
    btn-opacity-75x75.png Opacity Choose the opacity percentage for the fill colour on a selected markup.
    Note: The opacity cannot be adjusted for Line, Arrow, Cloud or Stamp markups.    		 N/A N/A
    N/A Delete Delete a selected markup. DELETE DELETE
    Mozilla Firefox Only:
    SHIFT + DELETE
    N/A Copy Copy a selected markup. CTRL + C CMD + C
    N/A Paste Paste a copied markup. CTRL + V CMD + V
    Zoom In Zoom in on the page. CTRL + Plus Sign (+) CMD + Plus Sign (+)
    Zoom Out Zoom out on the page. CTRL + Minus Sign (-) CMD + Minus Sign (-)
    N/A Zoom to Page Fit the full page in the document viewer. CTRL + 9 CMD + 9
    Safari: CTRL + 9
    N/A Zoom to Width Fill the document viewer with the full width of the page. CTRL + 0 CMD + 0
    or
    CTRL + 0
    Previous Page Move to the previous page. SHIFT + Up Arrow (↑) SHIFT + Up Arrow (↑)
      Next Page Move to the next page. SHIFT + Down Arrow (↓) SHIFT + Down Arrow (↓)
    N/A Scroll Up Scroll up the page. 1 Up Arrow (↑) Up Arrow (↑)
    N/A Scroll Down Scroll down the page. 1 Down Arrow (↓) Down Arrow (↓)
    N/A Scroll Left Scroll left on the page. 1, 2 Left Arrow (←) Left Arrow (←)
    N/A Scroll Right Scroll right on the page. 1, 2 Right Arrow (→) Right Arrow (→)

    1 The page must be in 'Select' mode. Click the  icon or press V on your keyboard.

    2 Scrolling left and right is only available when the page view in the document viewer is narrower than the actual page width.

  5. When you are finished adding your markups and stamps, close the PDF viewer to return to the submittal's information page.
    The submittal PDF attachment you added markups to will have a markup pencil icon next to it and 'Current' will display in the 'Version' column to indicate which version of the attachment is the most up-to-date.

    submittals-submittal-workflow-markup-added.png

Optional: Add or Remove a Blank Page or Cover Page (Admin Only)

  1. Navigate to the project's Submittals tool. 
  2. Click View next to the submittal with the PDF attachment you want to add a blank page or a Procore-generated cover page to.
  3. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to add a blank page or a Procore-generated cover page to.
     Tip
    Current attachments are indicated by a 'Current' label in the 'Version' column.
  4. Open the page navigation menu by pressing ALT + T (or OPTION + T) on your keyboard or by clicking the angle bracket tab.

    submittals-pdf-page-navigation-menu.png
  5. Click Add Page.

    submittals-pdf-add-page.png
     
  6. Select Blank Page or Cover Page in the 'Add Page' window.

    submittals-pdf-add-page-window.png
     
  7. To remove a blank page or a Procore-generated cover page, open the page navigation menu and click the  icon next to the page number.
     Important
    This page can only be deleted when it has no markups. If you have added markup to the page, you can delete your markups and then delete the page, but you cannot delete another user's markups.
    submittals-pdf-delete-page.png
     
  8. Close the PDF viewer to return to the submittal's information page.
    The submittal PDF attachment you modified will have a markup pencil icon next to it and 'Current' will display in the 'Version' column to indicate which version of the attachment is the most up-to-date.

    submittals-submittal-workflow-markup-added.png

See Also