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Procore

Link Items to a Drawing (iOS)

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Objective

To link items to drawings in the project's Drawings tool on an iOS mobile device.

Things to Consider

  • Required User Permissions: 'Standard' and above permissions on the Drawings tool.
  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps

  1. Navigate to the project's Drawings tool on an iOS mobile device.
  2. Tap the drawing to which you want to add a item. 
  3. Tap either the Cloud / Arrow or Square / Circle icons in the drawing markup toolbar. 
    (Note: See Markup a Drawing (iOS))
  4. Draw the shape or arrow on the drawing.
  5. When you're done, tap the shape.
  6. Tap Link.
  7. Select the type of item you want to link from the following options:
    • RFI
    • Submittal
    • Document
    • Observation
  8. Select from the list of available items to add to the drawing.
  9. Tap outside of the markup.
  10. Changes are automatically saved, so you can exit the drawing when you're done.
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