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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: 'Read-only' and above permissions on the Project level Forms tool.
    • 'Admin' users can view all forms.
    • 'Read-only' and 'Standard' users can view all completed forms that are not marked private.
    • 'Standard' level users can view forms marked as Private that they have filled out.
    • All users with access to the Forms tool can view all Company level form templates. 
  • Custom form templates can be added to the Company level by 'Admin' level users. See Create a Company Level Form Template
  • Accepted File Types: .pdf
    Important! PDFs must contain fillable fields to be filled using the Forms tool. See How do I create a fillable PDF?

Steps

  1. Navigate to the Forms tool.
  2. Locate the form you want
  3. Click Open next to the form to reveal the file in a PDF viewer. 

See Also

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

 

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