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Procore

View a Document

Objective 

To view a document using Procore's built-in viewer.

Things to Consider 

  • Required User Permissions:
    • To view a 'Public' document, 'Read only' or higher permissions on the Documents tool.
    • To view a 'Private' document, 'Admin' permissions on the Documents tool.
      OR
      'Read only' or 'Standard' permissions on the project's Documents tool and at least ONE of the following:
  • Supported File Types:
    • .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. 

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

View as: Superintendent (Ch.2) | Subcontractor

Steps 

  1. Navigate to the project's 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 details about the document, search for keywords, or download 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.
    • Download: Click Download to download the file to your computer.
    • Magnifying Glass: Click the + to zoom in, and the - to zoom out.
  5. Click the 'X' in the viewer controls to exit out of the viewer.

 

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