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Procore

View a Form

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Objective

To view a form in the Project level Forms tool.

Background

The Forms tool allows users to select and add preexisting custom templates to a project. Team members can then fill out, save, and store these forms in Procore.

Things to Consider

  • Required User Permissions:
    • To view all forms: 'Admin' level permissions on the project's Forms tool.
    • To view all forms not marked as 'Private': 'Read Only' level permisisons or higher on the project's Forms tool.
    • To view a form that you created that is marked as 'Private': 'Standard' level permissions or higher on the project's Forms tool.

Prerequisites

Steps

  1. Navigate to the project's Forms tool.
  2. Locate the form you want to view.
  3. Click Open next to the form to open the file in a PDF viewer. 

 

If you would like to learn more about Procore's forms software and how it can help your business, please visit our construction site quality and safety tool product page .