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Procore

Forms: The Forms Tool has been released!

Published: January 30, 2018

Forms Tool has been released!

Procore's Project level Forms tool gives you the ability to upload any existing fillable PDFs your company sends to collaborators to complete during the project lifecycle. 'Admin' level users will be able to select and add pre-existing custom templates to a project. Team members can then fill out, save, and store these forms in Procore.

  • Available on iOS and Android.

  • Forms is only available to clients on the current Quality + Safety product line contract.

  • Why? “Prior to the Forms tool, we stored various forms in the Documents tool.  This was very inefficient because if any of these forms were updated we would have to rely on users to save the new form to their folders or update the file ourselves.”

Demo

See Also