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Procore

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:
    • To view all forms: 'Admin' level permissions on the project's Forms tool.
    • To view all forms not marked as 'Private': 'Read Only' level permissions or higher on the project's Forms tool.
    • To view a form that you created that is marked as 'Private': 'Standard' level permissions or higher on the project's Forms tool.
  • Additional Information:

Prerequisites

Steps

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