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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

 

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