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View Documents in the Company Level Documents Tool

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Objective 

To view documents in the Company level Documents tool. 

Things to Consider 

  • Required User Permissions:
    • To view a 'Public' document:
      • 'Read Only' or higher permissions on the company's Documents tool.
    • To view a 'Private' document:
      • 'Admin' permissions on the Documents tool.
        OR
      • 'Read Only' or 'Standard' permissions on the project's Documents tool AND is added to the File Permissions or Folder Permissions of the document. See Manage Permissions for Files and Folder.
  • Additional Information:
    • The following file types can be viewed in the Company level Documents tool: .pdf, .doc, .xls, and .mp4 .
      Note: If your file is a different file type, you may still be able to Preview the File. If the file type is not supported, the 'View Document' button will not appear. 
    • Some image attachments may include the option to view them in a map view based on the files' GPS coordinates. See Which Procore tools let me view digital image attachments in a map view?

Steps 

View a Document's Information

  1. Navigate to the Documents tool.
  2. Select the file or folder you want to view information for.
  3. Click the Info icon-info2.png  icon to open the Information panel.
  4. When selected, you can view important information for the document, such as the title, date and version. This is also where you can view and manage the following sections specific to the document:
    Note: Some sections (such as Download Register) are only available for files and not folders. 
    • Permissions
    • Tracking
    • Download Register
    • Change History
    • Emails

View a Document in the Viewer

  1. Navigate to the project's Documents tool.
  2. Locate the file you want to view.
  3. Click the name of the file to open it in the viewer.
  4. Click View Document, or click on the image thumbnail.
    Note: You will see a full screen display of the document. 
  5. Optional: Use the viewer controls to view details about the document, search for keywords or download the file to your computer.
    document-viewer-controls.png
    • Info: This tab includes the following sections:
      • General Information: Displays information about the file. Expand the section to view the following details: Last Modified, Version, File Type, Size and Tags.
      • Tracking: Displays the number of users (if any) who are tracking the file. Expand the section to view the names of the users.
      • Permission: If the file you are viewing is private (i.e. locked), this section displays the number of users with permission to it. Expand the section to view the names of the users.
    • Activity: This tab provides details on user activity associated with the file. 
      • Version Register: Expand to view the versions of the files.
      • Download Register: Expand to view which users have downloaded the file and when.
      • Emails: Expand to view if any emails are associated with the file. 
      • Change History: Expand to view any changes that were made to the file in Procore.
    • Search: Use the search bar to perform a contextual keyword search. Any instances of your keyword search will appear with hyperlinks on the side panel. Click the Search icon again to close the sidebar.
      Note: Search is only available for file types that support searching (such as a PDF or Word document). 
    • Download: Click Download to download the file to your computer.
    • Zoom: Click the + and - magnifying glass icons to to zoom in and out. 
  6. Click the X in the viewer controls to exit out of the viewer.

See Also