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Procore

View a Document

Objective 

To view a document using Procore's built-in PDF viewer.

Things to Consider 

  • Required User Permissions:
    • To view a 'Public' document (i.e.,  a document NOT marked 'Private'), 'Read only,' 'Standard,' or 'Admin' level permissions on the Documents tool.
    • To view a document marked 'Private', 'Admin' level permission on the Documents tool.
      OR
    • 'Read Only' or 'Standard' level permission on the project's Admin tool.
      AND
  • Supported File Types:
    • .pdf
    • .doc
    • .dwg
    • .xcel
      Note: If your file is a different file type, you may still be able to Preview the File.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps 

  1. Navigate to the project's Documents tool.
  2. Navigate to the file you wish to view using the file tree on the left.
  3. Click on the image thumbnail or click View Document in the right pane.
    (Note: You will see a full screen display of the document. See the Viewer Controls below.)

Viewer Controls  

Use the viewer's control options, as necessary. (Explained from left to right in the image above)

  • Click the + and - magnifying glass icons to zoom in and out of the document.
  • Click the empty magnifying glass icon to perform a contextual keyword search. All instances of your keyword search will appear with hyperlinks on the right hand side of the screen. Click the icon again to close the sidebar.
  • Click the download icon to download the file. 
  • Click the X icon to exit the PDF viewer and return to view the document in the Documents tool.

 

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