Fill Out a Form
Objective
To fill out a form in the Procore web application.
Background
The Forms tool lets you upload and fill out fillable PDFs.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' level permissions on the project's Forms tool.
Prerequisites
Steps
Note
Filling out a form in the Procore web application is not supported on Internet Explorer 11. We recommend you use a different web browser to access this feature. Alternatively, see Upload a Completed Fillable PDF below.Fill Out a Form
- Navigate to the project's Forms tool.
- Click Fill Out Form and select the form template you want to use.
- Complete the form in your web browser.
OR
Replace the form with a file from your computer (if enabled). See Configure Advanced Settings: Forms.- Optional: Click the icon and select Download Blank Form to download a blank copy of the form template.
- Click the icon to replace the form template with a PDF from your computer.
- Update the form's information in the fields under 'Form Info':
Note: Click the icon to close or to open the 'Form Info' panel.- Name: This field is pre-filled with the name of the form template, but you can edit the name.
- Description: Optional. Enter a description of the form.
- Private: Mark this checkbox to only allow the form's creator and users with 'Admin' level permissions on the Forms tool to view this completed form.
Note: The 'Form Info' is not included when a completed form is downloaded. See Download a Project Level Form. - Attachments: Optional. Click Attach File(s) or drag-and-drop files from your computer.
- Click Create.
Upload a Completed Form (Internet Explorer 11 Only)
- Navigate to the project's Forms tool.
- Click Fill Out Form.
- Select the form template you want to use from the 'Template' drop-down menu.
- Click Download.
- Update the form's information in the fields under 'Upload Filled Out Form'.
- Name: This field is pre-filled with the name of the form template, but you can edit the name.
- Description: Optional. Enter a description of the form.
- Private: Mark this checkbox to only allow the form's creator and users with 'Admin' level permissions on the Forms tool to view this completed form.
Note: The 'Form Info' is not included when a completed form is downloaded. See Download a Project Level Form.
- Fill out the form on your computer and save the file.
- Upload the completed form by clicking Attach File and selecting the file, or by dragging and dropping the file from your computer.
- Click Create.