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Procore

View a Document

Objective 

To view a document using Procore's built-in PDF viewer at the Company level.

Things to Consider 

  • Required User Permissions:
    • 'Read Only' permissions or higher on the company's Documents tool.
  • The following file types are supported by this viewer:
    • .pdf
    • .doc
    • .dwg
    • .xcel
      Note: If your file is a different file type, you may still be able to Preview the File. If the file type is not supported, the View Document button will not appear. 

Steps 

  1. Navigate to the Company level Documents tool.
  2. Navigate to the file you want to view.
  3. Click View Document, or click on the image thumbnail.
    Note: You will see a full screen display of the document. 
  4. Optional: Use the viewer controls to view information about the document, search for keywords, or export the file to your computer.

    document-viewer.png
    • Info: This tab includes the following sections:
      • General Information: Displays information about the file. Expand the section to view the following details: Last Modified, Version, File Type, Size, and Tags.
      • Tracking: Displays the number of users (if any) who are tracking the file. Expand the section to view the names of the users.
      • Permission: If the file you are viewing is private (i.e. locked), this section displays the number of users with permission to it. Expand the section to view the names of the users.
    • Activity: This tab provides details on user activity associated with the file. 
      • Version Log: Expand to view the versions of the files.
      • Download Log: Expand to view which users have downloaded the file and when.
      • Emails: Expand to view if any emails are associated with the file. 
      • Change History: Expand to view any changes that were made to the file in Procore.
    • Search: Use the search bar to perform a contextual keyword search. Any instances of your keyword search will appear with hyperlinks on the side panel. Click the Search icon again to close the sidebar.
    • Export: Click Export to export the file to your computer.
  5. Click the 'X' in the viewer controls to exit out of the viewer.