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Procore

Fill Out a Form

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Objective

To fill out a form in the Procore web application.

Background

The Forms tool lets you upload and fill out fillable PDFs. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Forms tool.

Steps

 Note
Filling out a form in the Procore web application is not supported on Internet Explorer 11. We recommend you use a different web browser to access this feature. Alternatively, see Upload a Completed Fillable PDF below.

Fill Out a Form

  1. Navigate to the project's Forms tool.
  2. Click Fill Out Form and select the form template you want to use.
  3. 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 icon-download-arrow.png icon and select Download Blank Form to download a blank copy of the form template.
    • Click the icon-upload-arrow.png icon to replace the form template with a PDF from your computer.
  4. Update the form's information in the fields under 'Form Info':
    Note: Click the icon-info.png 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.
  5. Click Create.

Upload a Completed Form (Internet Explorer 11 Only)

  1. Navigate to the project's Forms tool.
  2. Click Fill Out Form.
  3. Select the form template you want to use from the 'Template' drop-down menu.
  4. Click Download.
  5. Update the form's information in the fields under 'Upload Filled Out Form'.
    • 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.
  6. Fill out the form on your computer and save the file.
  7. Upload the completed form by clicking Attach File and selecting the file or by dragging and dropping the file from your computer.
  8. Click Create.