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Procore

Email a Document (Android)

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Objective

To email files and folders from the Documents tool on your Android mobile device.

Things to Consider

  • Required User Permissions: 'Read-only' and above on the Documents tool.
    • These permission levels apply to both the Company and Project level Documents tool.
      Note: Permission levels are tool-specific. For example, you can have 'Read-only' permissions on the Company level Documents tool and 'Admin' permissions on the Project level Documents tool. Please keep this in mind when you are looking at tools from different levels.
  • You cannot access Company Level Documents from a mobile device.

Steps

  1. Navigate to the project level Documents tool on your Android mobile device.
  2. Tap the file or folder you want to email.
  3. Tap the vertical ellipsis (⋮).
  4. Tap Send (send-icon-android.png).

    2017-11-27_14-58-08.png
     
  5. Fill out the email form to specify who will receive the document(s).
    • To: Tap to select the user(s) or groups who will receive the email.
    • CC: (Optional) Tap to the CC field to carbon copy other users on the email.
      Note: You (the person sending the email) will automatically be CC'ed on the email to ensure that you will also receive a copy of the email. 
    • Subject: Tap to edit the subject of the email. This field is auto-populated with the file or folder's name.
    • Optional Comments: Enter any additional comments that will appear in the body of the email.
  6. Tap Send.

 

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