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

 

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

Pinning items on an iOS device creates a visual link between project items and document locations within the Viewer. This ensures that anyone viewing the drawing on a mobile device can see related issues and associated markups with full spatial context, matching the web experience.

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.

  • Syncing: Items pinned on iOS device are instantly visible to others on the Android app and Procore Web.

  • Limitations: Observations pinned on iOS device do not currently support the Details Panel view within the document viewer.

Steps

To pin items to a document on an iOS device, perform the following steps:

  1. Open the Procore app on your iOS device.

  2. Tap the Document Management tool and tap a document to open it.

  3. Tap the Connected Items Icon Location Pinon the side rail to open the panel.

  4. Link an Existing Item:

    1. Tap a category, such as Coordination Issues or Observations.

    2. Locate the item to link and tap + Pin.

    3. Tap the location on the document where the pin should be placed.

    4. (Optional) Add a markup while the item is active to link the drawing to that specific pin.

  5. Create and Pin a New Item:

    1. Within the Connected Items Icon Location Pin panel, tap the plus + icon.

    2. Tap the document to set the pin location.

    3. Complete the required fields in the creation form and tap Save.

See Also