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Procore

Custom Forms: FAQ

Custom Solutions is an add-on service. Please reach out to your Procore point of contact if you are interested in the services that Custom Solutions provides. If you would like a time estimate for a specific request, please ask the Custom Solutions representative when submitting your request.

 

 


Below are common FAQs about creating custom PDF forms in Procore.


Can I develop a custom PDF form by myself?

No. At this time, customers cannot develop their own custom PDF forms. However, your company can work with a member of the Custom Solutions Team to prototype and develop a custom PDF form. See Request Services from Custom Solutions.

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What are the limitations of custom forms?

When working with the Custom Solutions Team to create custom PDF forms for Procore, please be aware of the following limitations:

  • Custom forms cannot perform calculations (e.g., add 0.1% tax).
  • Custom forms do NOT support the creation of new tables.
  • Custom forms cannot be used to create a new Procore line item in a table.
  • Custom forms cannot be used to add new columns to SOV tables.
  • Custom forms cannot be populated with data from other tools. For example, if you are creating a custom form for the Commitments tool, your custom form cannot include data from the Submittals tool. 

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Can a custom PDF form retrieve data from any tool?

No. A custom PDF form can retrieve data from only one (1) one project tool. For example, if your company is designing a custom PDF form for the RFIs tool, the form cannot also retrieve data from the Submittals tool. The only exception to this rule is that most custom PDF forms can be setup to retrieve data from the Project Admin, Project Directory, or from the Projects Roles list (see Add a Custom Project Role). In some cases, custom PDF forms created for financial tools may have the ability to retrieve data from other Procore Financial Tools. For more information, consult with a member of the Custom Solutions Team.

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Can drawings be populated into a custom form?

No. At this time, data from the project's Drawings tool cannot be populated directly into a custom PDF form. However, it is possible for the system to export drawing log entries to a Comma Separated Values (CSV) file. The system can then copy and paste the text from the file into a custom field on a custom form. This would require your request to include instructions for the creation of a Custom Field and a custom PDF form. See Request Services from Custom Solutions.

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Can specifications be populated into a custom form?

No. At this time, data from the project's Specifications tool cannot be populated directly into a custom PDF form. However, it is possible for the system to export drawing log entries to a Comma Separated Values (CSV) file and then the system can copy and paste the text in the file into a text area. This would require you to request both a Custom Field and a custom PDF form. See Request Services from Custom Solutions.

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Why doesn't my company's name appear on my custom form?

By default, custom PDF forms are designed to include your company's name and address using the office location that is selected on your project. If the form is blank and not displaying your company's name, it is typically because an office location has not been assigned to your project. To troubleshoot this issue:

If completing the steps above does NOT resolve the issue, please contact a member of the Custom Solutions Team at: customforms@procore.com

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Where do I enter the 'Architect' & 'Owner' information for my custom form?

Typically, the values for the 'Architect' and 'Owner' fields are populated from the project's Prime Contract tool. The only exception to this rule is if your company specifically requested to include data values from an alternate field or tool. If entering data in these fields does NOT populate your custom PDF form, please contact a member of the Custom Solutions Team at: customforms@procore.com

  • Owner information will use the value in the 'Owner/Client' field.
  • Architect information will use the value in the 'Architect/Engineer' field.

custom-forms-owner-architect.png

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Can we replace a Procore tool's standard PDF with a custom form?

In most scenarios, yes. However, please keep in mind that a custom PDF form can only source its data from one (1) Procore tool per PDF. In most situations, users will typically want the PDF to function similarly to the standard PDF. Generally, most requests from Procore customers tend to be related to modifying the form's layout. When creating the markup for your custom PDF form request, please keep the standard Procore PDF functionality in mind. For more information, contact a member of the Custom Solutions Team at: customforms@procore.com

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Can a signature block or line be added to a custom form?

Yes. A signature block or signature line is one of the most requested items added to custom PDF forms. An important thing to note, however, is that signature lines will require you to either (1) print out the form to collect the physical signature(s) or (2) implement the Procore + DocuSign sign integration. For details about DocuSign integration, see Which Procore tools support the DocuSign integration? and DocuSign.

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Can my custom PDF form use the Procore + DocuSign integration?

Yes. If you have enabled the Procore + DocuSign integration in your environment (see Enable the DocuSign Integration on a Project), the Custom Solutions Team can insert the appropriate signature placement code into a custom PDF form. Depending upon which Procore tool using the custom PDF form, a member of the Custom Solutions Team will let you know if you also need to work with DocuSign to set up a DocuSign template. 

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Why aren’t fields in Procore populating on my custom form?

In most cases, it is usually due to the field not being included on the markup that you submitted with your request. If you still have custom solutions hours available, please send a request to add the field to your custom form. See Request Services from Custom Solutions.

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Where do the logos on a custom form come from?

Logos come from either the company's or project's Admin tool. While you can upload three (3) types of logos into Procore (e.g., company, office, or project logo), only one (1) logo can appear on a custom PDF form. Which logo displays on a custom PDF form is determined by Procore's default precedence rule. 

 Info
  • For a company logo to appear on the form, complete the steps in Upload a Company Logo. Then do NOT upload a project or office logo. 
  • For an office logo to appear on the form, complete the steps in Upload an Office Logo. Then do NOT upload a project logo. 
  • For a project logo to appear on the form, complete the steps in Upload a Project Logo.

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I uploaded a project logo, but can I have my company logo on the custom form instead?

At this time, Procore's logo display precedence cannot be modified across all PDFs (see Where do the logos on a custom form come from?). As an alternative, Procore recommends you do not upload a project logo to the project's Admin tool if you want your company logo to display on a custom PDF form. See Upload a Project Logo

 Tip

If you decide not to upload a project photo, but still want your project logo to appear on the Procore web application's Project Home page, upload your logo to the project's Photos tool. See Set a Project Photo

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Why is my logo distorted on my custom PDF form?

The most common reason for logo distortion is that the file you uploaded did not meet Procore's logo requirements:

  • Supported file formats: GIF, JPG, and PNG (Note: BMP and TIFF files are NOT supported). 
  • Always resize your logo to 200 x 70 pixels (width x height) before uploading it. Most image editing programs provide users with the means to either resize and/or rescale your logo. See the Help system for your specific image editing program for more information. 
    Important! Procore will proportionally rescale any image that does NOT meet the stated size requirements. Depending on the dimensions of your original logo, not resizing your logo to meet the image requirements can result in mild or extreme image distortion after the upload.

 To learn how to upload a logo, see one of these tutorials: Upload a Company Logo, Upload a Project Logo, and Upload an Office Logo

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Why doesn't the exported DOCX file and custom PDF form look alike?

Microsoft first introduced the DOCX file format with Microsoft Office 2007 and it is now the native format for Microsoft Word files. However, for security reasons (i.e., to protect files from malware attacks and viruses), the DOCX file format cannot contain macros. A limitation of this security measure is that the more complex page layout and paragraph formatting capabilities supported by PDF files are not always supported in DOCX. However, the Customs Solutions Team does offer a variety of options for rendering PDF forms. To discuss your specific goals, contact a member of the Custom Solutions Team at: customforms@procore.com

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How do I add markup to a custom form sample?

Typically, most Procore customers decide to use the annotation and markup tools that are available with Microsoft Word, Adobe Acrobat, or Bluebeam. 

Before you get started, please familiarize yourself with the basic usage of the annotation tool you have chosen to complete your markup. For more detail, see Custom Form Markup Instructions.

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What is the process for modifying my existing custom PDF form?

Please send us a markup clearly noting any necessary changes. If changes are unknown, the entire form will need to be rebuilt. This could cause a 15-30 minute update to quickly turn into a 2-3 hour rebuild. For guidelines, see How do I add markup to a custom form sample?

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Is it possible to have more than one version of a PDF?

Yes. For tools that have custom field capabilities, it is possible. This is most commonly done by adding a Custom Field for PDF selector type to either the tool page or the Project Admin page, allowing you to select the PDF output. 

See Also

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