Preview a File in the Project Level Documents Tool
Objective
To preview certain types of files in Procore's Documents tool without downloading them first.
Things to Consider
- Required User Permissions:
- 'Read Only' or higher permissions on the Documents tool.
- Additional Information:
- You can preview the following types of files in the Documents tool:
- PDF files
- Microsoft Word (.doc, .docx, etc.)
- Microsoft Powerpoint
- Microsoft Excel files (.xls, .xlsx)
- Image files such as JPEG (.jpg), bitmap (.bmp), GIF (.gif), and PNG (.png)
- Rich text format (.rtf)
- MP4 files (.mp4)
- Supported file types can be viewed in their entirety in the Documents tool's Viewer. See View a Document and View and Download 3D Models in the Documents Tool.
- File types that cannot be previewed in the Documents tool include text files (.txt), MS Project files (.mpp), XML files, and HTML files.
Note: If the file type is not supported, the 'View Document' button will not appear.
Steps
- Navigate to the project's Documents tool.
- Locate the file you want to view.
- Click the name of the file to preview it in the viewer.