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Procore

Preview a File in the Project Level Documents Tool

Objective

To preview certain types of files in Procore's Documents tool without downloading them first. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher permissions on the Documents tool.
  • Additional Information:
    • You can preview the following types of files in the Documents tool:
      • PDF files
      • Microsoft Word (.doc, .docx, etc.)
      • Microsoft Powerpoint
      • Microsoft Excel files (.xls, but NOT .xlsx format)
      • Image files such as JPEG (.jpg), bitmap (.bmp), GIF (.gif), and PNG (.png) 
      • Rich text format (.rtf)
    • Supported file types can be viewed in their entirety in the Documents tool's Viewer. See View a Document.
    • File types that cannot be previewed in the Documents tool include text files (.txt), MS Project files (.mpp), XML files, and HTML files.
      Note: If the file type is not supported, the 'View Document' button will not appear. 

Steps

  1. Navigate to the Documents tool.
  2. Select the file you want to preview.
  3. If the Information panel is not already open, click the Info  icon.
  4. If the file type supports preview, a thumbnail of the file will appear under 'General Information'. 

See Also