Pin and Link Items in the Document Management Tool (Android)

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

The Android device Viewer provides a centralized way to manage document-related items in the field. By pinning items, immediate spatial context is provided for project issues, ensuring that markups and pins are displayed with item-specific icons and status-driven colors.

Things to Consider

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

  • Workflow Independence: These pins are managed separately from those created within a formal Review Workflow. For more information, see Comment Register.

  • Viewing Details: For Coordination Issues, tap the chevron Caret Icon on the item card to view details without leaving the drawing.

Steps

To pin an item to a document on an Android device, perform the following steps:

  1. Open the Procore app on an Android device.

  2. Navigate to the Document Management tool and tap to open a drawing.

  3. Tap the Connected Items Icon Location Pin in the viewer's navigation menu.

  4. Link an Existing Item to the Drawing:

    1. Select Coordination Issues or Observations from the list.

    2. Tap the + Pin button on the specific item card.

    3. Tap the document to anchor the pin.

    4. (Optional) Select the pin and create a markup to associate visual feedback with the item.

  5. Create a New Item and Pin Location:

    1. Tap the plus + icon at the top of the Connected Items Icon Location Pinpanel.

    2. Tap the document where the new issue or observation is located.

    3. Enter the necessary information in the form and tap Create.

See Also