Add Items to a Message in the Conversations Tool
Also available on
Objective
To add attachments or link items to a message in the Conversations tool.
Things to Consider
Required User Permissions
:
You must exist in a project's Directory.
Note:
You can only add items from the project that you have access to.
Additional Information
:
You can add up to 10 attachments to a message.
The maximum file size for an attachment is 100MB.
You will only see items that already exist in the project and that you have permission to view.
To see what types of items you can add or link to a message, see
What items can be added to a message in the Conversations tool?
To see which files can be previewed in Procore's viewer, see
Preview a File in the Project Level Documents Tool
.
If you want to remove a file or item that you've added before sending the message, click the
x
next to the item's name.
Steps
Navigate to the
Conversations
tool (click the
conversations
icon in the Procore header).
Start a new message or open an existing conversation. See
Send a Message in the Conversations Tool
.
Click the
plus
icon
and select one of the following options:
Note:
Click a link below to view additional steps.
Upload Files from Your Computer
: Allows you to upload files from your computer.
Link Project Items
: Allows you to link to other items in the project.
Add Files from Procore
: Allows you to add files from the project's Documents, Drawings, or Forms tools.
When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the
send
icon.
Upload Files from Your Computer
From your message, click the
plus
icon
and select
Upload from Computer
.
Select one or more files from your computer that you want to upload.
Tip!
You can also drag and drop files.
Click
Open
to attach the files to the message.
Link Project Items
From your message, click the
plus
icon
and select
Link Project Items
.
In the search bar, enter a keyword or tool name to find an item that you want to add to your message. See
What items can be added to a message in the Conversations tool?
Note:
You will only see items that already exist in the project and that you have permission to view.
Click the item to add it to the message.
Add Files from Procore
From your message, click the
plus
icon
and select
Add Files from Procore
.
Click the tool that you want to attach files from.
Note
: Currently, you can add files from the project's Documents, Drawings, and Forms tools.
Find the files that you want to attach.
Note:
You will only see items that already exist in the tools and that you have permission to view.
Click one or more files that you want to attach.
Click
Attach
to add the files.
See Also
Mention a User in a Conversation
Reply to a Message in a Thread within a Conversation
Edit or Delete a Message in the Conversations Tool