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Submittals: (Coming Soon!) Integrated PDF Markup for Submittal Attachments

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Feature Announced: Tuesday, April 16, 2019
Feature Released to Sandbox Projects: April 22, 2019
Feature Released to Production:
COMING SOON!

 

Submittals: Integrated PDF Markup for Submittal Attachments

Procore has redesigned the attachment viewer in the project's Submittals tool to provide users with enhanced markup capabilities. Prior to this update, users who wanted to apply markups to an attachment were required to download the attached file, open it a third-party markup program (i.e., Adobe® Acrobat® or Bluebeam® Studio), and then upload the revision with the markup to a submittal. 

With this new feature, users who are in the submittal's workflow (or users who have been granted 'Admin' level permission on the project's Submittals tool), will have the ability to add markup and stamp submittals in Procore. 

How do I get an early access preview of this feature?

If you are a Procore client with sandbox account, an early access preview of the new Integrated PDF Markup is now available on any company account with 'Sandbox' in the title. This gives users an opportunity to test the new features before deploying the feature to your production account. If your company does not have a sandbox account and you would like to have the feature enabled on another test project, please contact your Procore point of contact. 

Why is this important?

In response to user feedback, this feature also provides the following features and benefits:

  • Ability to upload a customizable company stamp. Users can now upload and apply your company's official stamp to shop drawings and other PDF attachments. 
  • Ability to add a blank page to the PDF Document. Users can now add a blank page to the beginning of the PDF document, likely for comments and stamps. 
  • Eliminate unwanted extra PDF download/upload steps. Users no longer have to take extra steps of downloading files in order to add markups. 
  • Eliminate the need to use third-party markup applications. Users can now open and apply markups directly to a PDF file without leaving the Procore web application.
  • Single source of information. Users can see the most current changes to the attachment via our new Attachment Manager to ensure the project team is working off the same document.

Demo

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Details

The table below details the buttons and keyboard shortcuts available with the markup toolbar.

Button Label Keyboard Shortcut Action
btn-select-75x75.png Select Press V Select and/or move an object on the page.
btn-draw-75x75.png Draw Press P Draw a freehand pen or line.
btn-box-75x75.png Box Press R Draw a rectangle to draw attention to an area.
btn-oval-75x75.png Oval Press O Draw a circle or oval to draw attention to an area.
btn-cloud-75x75.png Cloud Press C Draw a rectangular revision cloud to draw attention to an area.
btn-text-75x75.png Text Press T Add a text box for comments, labels, or information.
btn-highlight-75x75.png Highlight Press H Highlight specific lines of text. 
btn-stamp-75x75.png Stamp Press S Add a .jpg or .png to use as a stamp. 
btn-stroke-75x75.png Stroke - Adjust the weight of the line used as a border or the width of a pen or highlighter stroke.
btn-color-75x75.png Color - Select a color to apply to the selected object.
btn-opacity-75x75.png Opacity - Specify the opacity/transparency setting for the selected object.
btn-zoom-in-75x75.png Zoom in - Zoom in.
The pinch-to-zoom motion on a touchpad and scroll wheel zooming your mouse is also supported.
btn-zoom-out-75x75.png Zoom Out - Zoom out.
The pinch-to-zoom motion on a touchpad and scroll wheel zooming your mouse is also supported.
- Left Arrow Press ◅ Press the left arrow key (◅) to move to the previous page.
- Right Arrow Press ▻ Press the right arrow key (▻) to move to the next page.

Interested in learning more?

Visit this link to sign up for one or our upcoming webinars: Introducing Integrated Submittals PDF Markup

See Also

If you would like to ask questions or share any feedback, please contact support@procore.com.