Skip to main content
Procore

View Documents in the Project Level Documents Tool

Objective 

To view documents in a project's Documents tool.

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:
  • Additional Information:
    • The following file types can be viewed in the Documents tool: 
      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. 
      • .pdf
      • .doc
      • .dwg
      • .xcel
      • .mp4

Steps 

View a Document's Information
  1. Navigate to the Documents tool.
  2. Select the file or folder you want to view information for.
  3. Click the Info   icon to open the Information panel.
  4. When selected, you can view important information for the document, such as the title, date, and version. This is also where you can view and manage the following sections specific to the document:
    Note: Some sections (such as File Tags) are only available for files, and not folders. 
    • Permissions
    • Tracking
    • File Tags 
    • Download Log
    • Change History
    • Emails
    • Related Items
View a Document in the Viewer
  1. Navigate to the project's Documents tool.
  2. Locate the file you want to view.
  3. Click the name of the file to open it in the viewer.
  4. Click View Document, or click on the image thumbnail.
    Note: You will see a full screen display of the document. 
  5. Optional: Use the viewer controls to view details about the document, search for keywords, or download the file to your computer.
    document-viewer-controls.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.
      Note: Search is only available for file types that support searching (such as a PDF or Word document). 
    • Download: Click Download to download the file to your computer.
    • Zoom: Click the + and - magnifying glass icons to to zoom in and out. 
  6. Click the X in the viewer controls to exit out of the viewer.

See Also

 

  • Was this article helpful?