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Forms

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The Forms tool makes it easy to upload, access, and fill out fillable PDFs. Internal and external collaborators can then immediately access these forms directly from their desktop or mobile device.

 
 
 
 
 
 
 
 
 
 
  • Store a wide range of project documentation in Procore
  • Track forms sent to responsible parties to complete
  • Store completed forms in Procore

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To browse and search all Procore training videos, visit our video library.

Fill Out a Form (Mobile)
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Fill Out a Form (Mobile) - Field Worker
 
Fill Out a Form (Mobile) - Specialty Contractor
 

Field Worker - Fill Out a Form (Mobile)

 

Owner - Fill Out a Form (Mobile)

 

Owner - Create a Form Template

 

Create a Form Template

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill Out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile)- Field Worker
 
Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

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

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

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

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

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

Fill Out a Form (Mobile)
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Fill Out a Form (Mobile) - Field Worker
 
Fill Out a Form (Mobile) - Specialty Contractor
 

Field Worker - Fill Out a Form (Mobile)

 

Owner - Fill Out a Form (Mobile)

 

Owner - Create a Form Template

 

Create a Form Template

 

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

Superintendent - Fill out a Form (Mobile)

 

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

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Forms

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application. 

Forms Tool

Task None Read Only Standard Admin
Configure Advanced Settings: Forms       icon-mindtouch-table-check.png
View a Form  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Search for and Filter Forms   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email a Form  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Forms List to a CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Project Level Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Fill Out a Form icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Project Level Form  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Delete a Project Level Form  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Retrieve a Project Level Form from the Recycle Bin       icon-mindtouch-table-check.png

1 'Standard' users can view forms marked as private that they have created.

2 'Standard' users can edit forms they have created.

Admin Tool (Company Level)

Task None Read Only Standard Admin
Create a Company Level Form Template       icon-mindtouch-table-check.png
Delete a Company Level Form Template       icon-mindtouch-table-check.png

Below are the notable changes to the project's Forms tool.

Recent Changes

Modernized Layout for Forms Tool on Web (1/7/2025)

Look for a new modernized appearance on several pages of the Forms tool and company Admin tool where Form templates are created or edited. All the same tasks and features are available in each of these tools. For example, instead of the ‘Email’ and ‘Delete’ buttons in a side-panel on a form’s Info page, they are integrated into the main area of the Info page. See Email a Form for instructions. In the company Admin tool, creating and editing form templates works the same as before but with an updated layout. See Create a Company Level Form Template for instructions.