About Pinning and Connected Items in the Document Management Tool

regional availability
The Document Management tool is available to accounts in the following countries: United Kingdom, Ireland, Australia, and New Zealand. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.

Background

On complex project drawings, team members often need to track specific issues or site observations that do not require a structured review process. The Connected Items feature allows you to pin these items to a precise location on a document, ensuring that everyone with access to the document can see the associated status, markups, and details in one centralized view.

Things to Consider

  • Required User Permissions: Must have the ability to add markups to Document Management workflows to utilize grouping features for more organized and efficient reviews.

  • Workflow Independence: Pins created via the Connected Items tab are independent and do not interact with pins or issues created within the Comment Register workflow.

  • Functional Limits: While you can link existing or create new items, certain tools (like Observations) do not currently support a details panel within the viewer.

Steps

To pin an existing or new item to a document, perform the following steps:

  • Open the Connected Items Tab

  • Link an Existing Item

  • Create a New Pinned Item

  • Pinning Capability Table

Open the Connected Items Tab:

  1. Navigate to the project’s Document Management tool.

  2. Make sure you are in the Documents tab.

  3. Click the Connected Items comment-register-icon-pdm icon on the left rail.

    comment-register

Link an Existing Item:

  1. Navigate to the project’s Document Management tool.

  2. Make sure you are in the Documents tab.

  3. Click the Connected Items comment-register-icon-pdm icon on the left rail.

  4. Select a tool (for example, Coordination Issues) to see items correlated to the document.

  5. On the desired item card, click + Pin.

  6. Click the location on the document to drop the pin.

  7. (Optional) Use the markup tools (for example, Cloud) to add a drawing. This markup is now attributed specifically to this pin and is only visible when the pin is selected.

Create a New Pinned Item:

  1. Within the Connected Items tab, click the plus (+) icon.

  2. Click the document to drop the pin.

  3. Fill out the required fields in the creation form and click Create.

Pinning Capability Table:

Feature/Tool

Link Existing

Create New

Add Markup

Details Panel (in viewer)

Coordination Issues

Yes

Yes

Yes

Yes

Observations

Yes

Yes

Yes

No

See Also