Forms
Overview
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 download icon and select Download Blank Form to download a blank copy of the form template.
- Click the upload icon to replace the form template with a new PDF.
- 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.
Further Information
Forms
The following table highlights which user permissions are required to perform the described user action.
- Denotes an action supported in Procore's iOS and/or Android mobile application.
Forms Tool
1 'Standard' users can view forms marked as private that they have created.
2 'Standard' users can edit forms they have created.
Admin Tool (Company Level)
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Create a Company Level Form Template |  |
|||
| Delete a Company Level Form Template | |