View Documents in the Document Management Tool (iOS)

Things to Consider

• Required User Permissions:

  • 'Read Only' or higher level permissions to the project's Document Management tool.
    Note: You can only view documents that you have access to. See How do permissions work in the Document Management tool?

• Additional Information:

  • The following file types can currently be opened in the viewer:

    • Documents: .pdf, .doc, .docx, .ppt, .pptx

    • Spreadsheets: .xls, .xlsx

    • Images: .jpg, .jpeg, .png

    • Videos: .mov, .mp4

    • Audio: .mp3, .mp4, .wav, .m4a

• Markup Layer Support: The mobile viewer supports both Public and Private markup groups. Markup layers created on the Web version are preserved and synced to your mobile device.

• Functional Limitations: Renaming, reordering, or deleting markup groups must be performed on the Web application; these management actions are not currently supported on mobile.

Steps

1. Open the Procore app on an iOS mobile device.

2. Tap the project's Document Management tool.

3. Populate a list of documents with one of these methods:

   • Tap on a saved view listed underneath a bolded collection name.

   • Enter a search term into the Search  bar.

4. As needed, refine your search by modifying the filter  or sort options. See Search for and Filter Documents in the Document Management Tool (iOS).

5. Tap the document you want to view.

6. Gestures for navigating between and within documents, once a document loads in the viewer:

   • View other documents: Swipe left or right to view up to 200 documents that are listed before or 200 documents that are listed after that document in the saved view.
     Note: Tapping the arrows achieves the same result. Tap the screen to hide the arrows.

   • View other pages: Scroll up or down in a multi-page document to view the additional pages.

7. Available features depending on which file type you are viewing:

   • Markups:

     • View and Filter Markup Layers: Tap the Markups  icon to open the layers panel. 

       • Tap the Private tab to view your personal annotations, or tap the Public tab to view shared project layers.

       • Tap the Eye  icon next to any markup group name to toggle that specific layer's visibility on or off on the document canvas.

     • Add a Mobile Markup: To add an annotation to an active layer, select your desired markup group, tap the Plus + icon, and select a drawing tool (such as Ink, Shape, Text, or Cloud).

     • Configure Tool Attributes: When using tools like Ink or Shape, tap the tool options to adjust its color, line thickness, and opacity.

   • Markup List: Tap the ellipsis  icon and select Markup to view a list of markups on the document. This list displays individual annotations organized by page number, showing the creator's name and the date last modified. Tap on any markup item in the list to jump directly to it on the drawing.
     Note: The number of visible markups compared to total markups and the number of applied filters are shown in this Markup list panel.

   • Revisions/Versions: Tap the ellipsis  icon and select Revisions  to view previous versions of the document. Note: When navigating to a document from a saved view (see step 3 above), if you view an older versions of a document, Procore adds a banner to the top of the document informing you that it's not the latest version of the document in the collection you're currently viewing.

   • Share: Tap the ellipsis  icon and select Share  to save, share, or print the document. Note: The options available depend on the apps and settings on your iOS device.

   • Thumbnail View: Tap the ellipsis  icon and select Thumbnail View if you want to change to a thumbnail view.

   • Info: Tap the ellipsis  icon and select Info  to view all available information for the document.

   • Search: Tap the search  icon to search text within the document.

8. When you are done viewing the document, tap the x icon to close the viewer.