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Preview a File

Objective

To preview certain types of files in Procore's Documents tab without downloading them first. 

Background

Procore's Documents tool screen is split into three panes: the left pane contains the folder and file tree; the right-hand pane is where you configure your Documents tool and access other action buttons; the center folder allows you to perform actions on the files in the Documents archive including preview documents. 

Things to Consider

  • Required User Permissions: 'Read Only' and above permissions on the Documents tool.
  • You can preview only certain types of files:
    • Microsoft Word (.doc, .docx, etc.)
    • Microsoft Powerpoint
    • Microsoft Excel files (.xls, but NOT .xlsx format)
    • Image files, including JPEG (.mpg), bitmap (.bmp), GIF (.gif) and PNG (.png) formats
    • PDF files
    • Rich text format (.rtf)
  • If your file is supported, you will be able to view the file in its entirety in Procore's built in PDF viewer. See View a Document.

File types that DO NOT provide preview capability include text files (.txt), MS Project files (.mpp), XML files, and HTML files.

Steps

  1. Navigate to your project's Documents tool.
  2. Use the left pane's file tree to select the file you would like to preview.
  3. After clicking on the file in the left pane of the screen, you will see a Preview link appear in the center pane for certain file types.

    preview a file.png

 


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Last modified
09:52, 12 Aug 2016

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