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Upload a File (iOS)

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Beta iconBeta - Multi Column Layout for iPad

A new two and three-column layout is now available for iPads, making it easier to navigate different tools. The two-column layout works with all tools, while the three-column layout is for Documents, Drawings, Forms, and Specifications. Company Administrators can enable the Multi-Column Tablet Experience (iOS) beta in Procore Explore.

Objective

To upload a file to your project's Documents tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Documents tool.
  • Additional Information:
    • To configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings.
    • You can upload the following file types from your iOS mobile device to the Documents tool: photos, Microsoft Word documents, PDF files, Spreadsheets, and PowerPoint files.

Steps

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the Documents tool.
  3. Tap the create icon-plus-quick-create-mobile2.png icon, then select Upload Files.
  4. Choose whether you want to take a new photo to add using the Camera feature, or add an existing file from your device through Attachments.
    • Camera 
      1. Tap Camera to take a new photo.
      2. Press the shutter release icon to take the photo.
      3. Optional: Add markups using the markup toolbar.
      4. Tap Save. 
      5. When you are finished taking photos to add to the Documents tool, tap Done.
    • Library
      1. Tap Library.
      2. Tap a photo from your mobile device's Photos app.
      3. Tap Add.
      4. Optional: Add markups using the markup toolbar
      5. Tap Save.
    • Files
      1. Tap Files to upload an existing photo or file from your device. 
      2. Choose whether you want to select photos from your device's photo library, or files saved to your device's Files app.
        • Tap Choose from Library to select one or more photos from the photo library on your device.
          Note: After you have selected the photos you want to add, tap Done. 
          OR
        • Tap Files to select items from the Files app on your device. 
  5. Optional: The following settings are available for your file upload. 
    • Track: If you want to track the file to be notified of any changes made, tap the 'Track' toggle ON.
    • Private: If you want the file to be marked as Private, tap the 'Private' toggle ON.
  6. Tap Upload.