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Procore

Email Files from the Documents Tool (iOS)

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Also available on  android-gray-icon.jpg  web-gray-icon.jpg

Objective

To email files from the Documents tool using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Documents tool.
  • Additional Information:
    • Only Project level documents can be accessed on the mobile application.

Steps

  1. Navigate to the project's Documents tool using the Procore app on an iOS mobile device.
  2. Tap the file that you want to email.
  3. Tap the Share icon-share-ios.png icon.
  4. Tap Email with Procore.
  5. Tap into the following fields to enter the appropriate information:
    • To: Tap the 'To' field to select the user(s) or groups who will receive the email.
    • Cc: (Optional) Tap the 'Cc' field to include other users you want to copy on the email. As the sender, you will automatically be copied on the email.
    • Bcc: (Optional) Tap the 'Bcc' field to blind carbon copy other users on the email. 
    • Subject: The default subject will be auto-populated with the item's name or number. Tap the 'Subject' field to edit the subject.
    • Optional Comments: Tap the field to enter any additional comments that will appear in the body of email.
  6. Tap Send.