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Procore

Upload Attachments to Materials

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 In Beta
This feature is currently in beta for select Procore customers.

Objective

To upload photos or documents to materials such as line items, parts, receipts, or shipments.

Background

When managing materials, you can upload attachments such as photos of received goods, or documents, such as packing slips, to different material documents in Procore. You can also upload photos to the material parts themselves to show an image of the part.

Things to Consider

  • Required User Permissions
  • When uploading a photo to a part (PNG, JPG, JPEG, GIF), the most recent photo is displayed as the part image.
  • The following file types are supported as attachments:
    • jpg, jpeg, jpe, png, tif, jfif, gif, heif, snag, snagx, pdf, doc, docx, xls, xlsx, xlsb, xlsm, txt, mht, html, csv, rtf, zip, rar, 7z, webp, mp4, mp3, avi, wmv, mov, flv, swf, mpg, mpeg, eml, msg, vdx, vsdx, dwg, dxf, cad

Steps

You can upload images and documents to the following materials assets:

Upload Attachments to Shipments, Receipts, UOSD/Defects, Transfers, and Issuing Documents

  1. Navigate to the project's Materials tool.
  2. Click the Control tab.
  3. Click the Shipments, Receipts, UOSD/Defects, Transfers or Issuing sub tab.
  4. Click the document number.
  5. In the document header, click the upload icon-upload-arrow.png icon.
    materials-document-upload-attachment.png
  6. Click Add Files and select the file from your computer.
    OR
    Drag and drop one or more files into the 'Drag and Drop' box.
  7. Enter a name.
  8. Optional: Enter a description.
  9. Click Upload.

Upload Attachments to Parts from Line Items

  1. Navigate to the project's Materials tool.
  2. Click the Control tab.
  3. Click the Shipments, Receipts, or UOSDs/Defects sub tab.
  4. Click the document number.
  5. Under 'Document Line Items', click the caret icon for the line item and select Photos/Docs.
    materials-line-items-drop-down-menu.png
  6. Click Add Files and select the file from your computer.
    OR
    Drag and drop one or more files into the 'Drag and Drop' box.
  7. Enter a name.
  8. Optional: Enter a description.
  9. Click Upload.
    You can view the attachment when you View Materials Part Details.

Upload Attachments to Parts

  1. Navigate to the project's Materials tool.
  2. Click the Control tab.
  3. Click the Inventory sub tab.
  4. Optional: Search Materials Inventory
  5. Click the name of the material.
  6. In the material part header, click the upload icon-upload-arrow.png icon.
    materials-document-upload-attachment.png
    OR
    Hover over the main part image and click the upload icon-upload-arrow.png icon.
  7. Click Add Files and select the file from your computer.
    OR
    Drag and drop one or more files into the 'Drag and Drop' box.
  8. Enter a name.
  9. Optional: Enter a description.
  10. Click Upload.