Sync and Download Documents from the Document Management Tool (iOS)
Objective
To sync and download documents from the Document Management tool on the Procore iOS app.
Background
The first time that you open a document in the Procore iOS app, it will sync to your device so that it can be quickly accessed at any time, even while in offline mode. Or you can manually sync individual documents or saved views without opening them.
To make sure you always have access to the newest version of your documents before you go offline, use the Sync button to bulk-sync all your documents at once.
If you want to save a file to your device so it's accessible to you outside of Procore, you can use the "Save to Files" option. Currently, only documents without markup can be downloaded.
Things to Consider
- Required User Permissions:
- 'Read Only' or higher level permissions to the project's Document Management tool.
Note: You can only sync and download documents that you have access to. See How do permissions work in the Document Management tool?
- 'Read Only' or higher level permissions to the project's Document Management tool.
Steps
- Open the Procore app on an iOS mobile device.
- Tap the Document Management tool.
- The following actions are available:
Sync Documents
Choose from the following sync methods to make documents available in offline mode:
- Sync in bulk - Sync documents in one or more saved view while also re-syncing all individual documents you've previously synced via their download
icons. - Sync a document - Sync specific documents, one at a time
- Sync a saved view - Sync all documents within a saved view.
Sync in Bulk
- Tap the Sync button at the top of the main list view page in the Document Management tool.
This ensures all the latest versions of your previously synced documents are downloaded and ready for viewing inside your Document Management tool , even when you're offline. - Optional: Change which saved views are synced to your device:
- Tap the ellipsis
icon. - Select Manage Downloads.
- Tap to select each saved view that has documents you want synced to your device. All documents in a selected saved view will download for offline use.
- Tap Sync Views.
- Tap the ellipsis
Sync a Document
- Tap on a saved view to open it.
Note: Saved views are listed under the bolded collection names on the main screen of the Document Management tool. - Tap the download icon next to the document you want to make available for offline use.
Note: Opening the document by tapping on it is another way to sync the document for offline use. - The document automatically syncs to your device for offline use, and its download icon changes to the ellipsis icon so that you can remove it from the device as needed.
Sync a Saved View
Tap the download icon next to the saved view that has the documents you want synced.
Note: Saved views are listed under the bolded collection names on the main screen of the Document Management tool.
All documents within the saved view automatically sync to your device for offline use, and the download icon changes to a check mark 
.
Un-Sync a Document
If you no longer need to access a certain synced document, you can un-sync it. This can free up space, but the document will need to sync again the next time you open it.
- Find the document that you want to remove from your device but do not open it.
- Tap the ellipsis icon.
- Tap Remove from device. The document is no longer synced.
Save a Document to Your Device
If you want to save a document to your device's files to open outside of the Procore app, you can download the actual file from the Document Management tool.
Important
Currently, documents with markup cannot be downloaded to your device.- Find the document that you want to download.
- Tap the document to open it in the viewer.
- Tap the ellipsis icon.
- Tap Share
. - Tap Save to Files.