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Review Submittal PDF Attachments

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Objective

To review submittal PDF attachments in Procore.

Background

While reviewing a submittal’s PDF attachments in Procore, users who have the current Ball In Court (BIC) responsibility on the submittal can apply markups and add personal stamps directly in Procore's web application. Users with 'Admin' level permissions on the project's Submittals tool who have the current Ball In Court responsibility can also add a blank page or a cover page to the front of the PDF.

Things to Consider

  • Required User Permissions:
    • To add markup and stamps to a submittal PDF attachment in Procore:
      • 'Standard' level permissions or higher on the Submittals tool with the current Ball In Court responsibility.
    • To add a blank page or a cover page to a submittal PDF attachment in Procore:
      • Submittal Manager
        OR
        'Admin' level permissions on the project's Submittals tool with the current Ball in Court responsibility.
  • Additional Information:
    • The submittal's status must be 'Open'.
    • If you want to use a personal stamp when adding markups to a submittal PDF attachment in Procore, see Manage Personal Submittal Markup Stamps.
    • Adding markups or stamps to a submittal PDF attachment in Procore automatically adds the attachment to your response in the Submittal Workflow.
    • Any user who has permission to view a submittal also has permission to view its attachments and any markups or stamps added in Procore.
    • If two or more users are viewing a submittal PDF attachment at the same time:
      • The other users' initials display at the top of the attachment viewer.
      • Markups added by all users are saved automatically, but the markups do not automatically appear in the attachment viewer in real-time for other users viewing the attachment. To see another user's markups, refresh the page.
      • The 'Current' version of the attachment shifts to the step in the workflow with the user who added the most recent markups or stamps to the attachment.
    • Deleting a blank page or a cover page will reset the undo/redo queue, meaning that any markup actions completed in your current review session before the page was deleted cannot be undone or redone using the 'Undo' and 'Redo' buttons or keyboard shortcuts.
    • Ball In Court responsibility on a submittal shifts to the Submittal Manager after all steps in the Submittal Workflow are complete.

Steps

Add Markup to a Submittal PDF Attachment

  1. Navigate to the project's Submittals tool.
  2. Click the Items, Packages, Spec Sections or Ball In Court tab. See Switch Between Submittals Views.
  3. Click View next to the submittal with the PDF attachment you want to add markup to.
  4. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to add markup to.
     Tip
    Current attachments are indicated by a 'Current' label in the 'Version' column. See When is a submittal attachment labelled as 'Current' in the 'Submittal Workflow' table?
  5. Use the markup tools to add markups or one of your submittal stamps to the file.
    Note: If you change an applicable markup tool's attributes (stroke width, colour or opacity) before using that markup tool, the system will apply the same attributes by default each time you use that markup tool. Editing the attributes for an existing markup does not affect the markup tool's default attributes.

    This table lists the features and available keyboard shortcuts to use when viewing and adding markups to submittal PDF attachments.
     
    Button Label Action Windows Keyboard Shortcut Mac Keyboard Shortcut
    icon-markup-left.png Hide/Show Page Navigator Hide or show the Page Navigator menu. ALT + T OPTION + T
    Select Click to select or move a markup on the page. To select multiple markups, hold SHIFT on your keyboard and click on each markup you want to select as part of a group. Press V Press V
    N/A Scroll Mode Use your mouse or the arrow keys on your keyboard to scroll on the page and scroll between pages. Press V Press V
    icon-markup-pan.png Pan Click and drag your cursor to move across the page.
    For temporary panning, hold the SPACEBAR.    		 SHIFT + V SHIFT + V
    N/A Pan Mode Click and drag your cursor to move across the page.
    For temporary panning, hold the SPACEBAR.    		 SHIFT + V SHIFT + V
    icon-markup-draw.png Pen Draw a freehand line or shape. Press P to select this tool. Press P to select this tool.
    btn-stroke-75x75.png Line Draw a line. Press L to select this tool. Press L to select this tool.
    btn-arrow-75x75.png Arrow Draw an arrow. Press A to select this tool. Press A to select this tool.
    btn-box-75x75.png Rectangle Draw a rectangle. Press R to select this tool. Press R to select this tool.
    btn-oval-75x75.png Ellipse Draw a circle or oval. Press E to select this tool. Press E to select this tool.
    btn-cloud-75x75.png Cloud Draw a rectangular cloud. Press C to select this tool. Press C to select this tool.
    btn-highlighter-75x75.png Freehand Highlight Highlight with a freehand highlighter.  Press F to select this tool. Press F to select this tool.
     btn-highlight-text.png Highlight Highlight text on a page. Press H to select this tool. Press H to select this tool.
    btn-text-75x75.png Text Add a text box. The text box must be filled to be selectable. The font size can be adjusted by selecting a filled text box and moving the slider above the text box. Press T to select this tool. Press T to select this tool.
    Stamp Open the stamp menu and click the stamp you want to add. See Manage Personal Submittal Markup Stamps. Press S to open the stamp menu. Press S to open the stamp menu.

    icon-undo.png

    		 Undo

    Undo the most recent markup action in your current review session. This excludes adding or removing blank or cover pages.

    		 CTRL + Z CMD + Z

    icon-redo.png

    		 Redo Redo the most recently undone markup action in your current review session. CTRL + Y CMD + Y
    btn-stroke-75x75.png Stroke Choose the desired stroke width for a selected markup. Adjusting the stroke width for a text box adds or modifies a border around the text box. N/A N/A
    btn-color-75x75.png Colour Choose the colour for a selected markup. N/A N/A
    btn-opacity-75x75.png Opacity Choose the opacity percentage for the fill colour on a selected markup.
    Note: The opacity cannot be adjusted for Line, Arrow, Cloud or Stamp markups.    		 N/A N/A
    N/A Duplicate Duplicate a selected markup. CTRL + D CMD + D
    N/A Delete Delete a selected markup. DELETE DELETE
    Mozilla Firefox Only:
    SHIFT + DELETE
    N/A Copy Copy a selected markup. CTRL + C CMD + C
    N/A Paste Paste a copied markup. CTRL + V CMD + V
    icon-markup-zoom-in.png Zoom In Zoom in on the page. CTRL + Plus Sign (+) CMD + Plus Sign (+)
    icon-markup-zoom-out.png Zoom Out Zoom out on the page. CTRL + Minus Sign (-) CMD + Minus Sign (-)
    N/A Zoom to Fit Fit the full page in the attachment viewer. CTRL + 9 CMD + 9
    Safari: CTRL + 9
    N/A Zoom to Width Fill the attachment viewer with the full width of the page. CTRL + 0 CMD + 0
    or
    CTRL + 0
    icon-markup-page-next.png Previous Page Move to the previous page. SHIFT + Up Arrow (↑) SHIFT + Up Arrow (↑)
     icon-markup-page-previous.png Next Page Move to the next page. SHIFT + Down Arrow (↓) SHIFT + Down Arrow (↓)
    N/A Scroll Up Scroll up the page. 1 Up Arrow (↑) Up Arrow (↑)
    N/A Scroll Down Scroll down the page. 1 Down Arrow (↓) Down Arrow (↓)
    N/A Scroll Left Scroll left on the page. 1, 2 Left Arrow (←) Left Arrow (←)
    N/A Scroll Right Scroll right on the page. 1, 2 Right Arrow (→) Right Arrow (→)

    1 The attachment viewer must be in 'Scroll Mode'.

    2 Scrolling left and right are only available when the page view in the attachment viewer is narrower than the actual page width.

  6. When you are finished adding your markups and stamps, click Close to close the attachment viewer and to return to the submittal.

    submittals-pdf-close.png

    The submittal PDF attachment you added markups to will have a markup pencil icon-markup-current-file.png icon next to it and 'Current' will display in the 'Version' column to indicate which version of the attachment is the most up-to-date.

    submittals-submittal-workflow-markup-added.png

Optional: Add or Remove a Blank Page or Cover Page

This task can only be performed by Submittal Managers and users with 'Admin' level permissions on the project's Submittals tool with the current Ball In Court responsibility.

  1. Navigate to the project's Submittals tool. 
  2. Click the Items, Packages, Spec Sections or Ball In Court tab. See Switch Between Submittals Views.
  3. Click View next to the submittal with the PDF attachment you want to add a blank page or a Procore-generated cover page to.
  4. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to add a blank page or a Procore-generated cover page to.
     Tip
    Current attachments are indicated by a 'Current' label in the 'Version' column. See When is a submittal attachment labelled as 'Current' in the 'Submittal Workflow' table?
  5. Open the page navigation menu by pressing ALT + T (or OPTION + T) on your keyboard or by clicking the angle bracket tab.

    submittals-pdf-page-navigation-menu.png
  6. Click Add Page.

    submittals-pdf-add-page.png
     
  7. Select Blank Page or Cover Page in the 'Add Page' window.

    submittals-pdf-add-page-window.png
     
  8. To remove a blank page or a Procore-generated cover page, open the page navigation menu and click the icon-delete-trash.png icon next to the page number.
     Important
    • This page can only be deleted when it has no markups. If you have added markup to the page, you can delete your markups and then delete the page, but you cannot delete another user's markups.
    • Deleting a blank page or a cover page will reset the undo/redo queue, meaning that any markup actions completed in your current review session before the page was deleted cannot be undone or redone using the 'Undo' and 'Redo' buttons or keyboard shortcuts.
    submittals-pdf-delete-page.png
     
  9. Click Close to close the attachment viewer and to return to the submittal.

    submittals-pdf-close.png

    The submittal PDF attachment you modified will have a markup pencil icon-markup-current-file.png icon next to it and 'Current' will display in the 'Version' column to indicate which version of the attachment is the most up-to-date.

    submittals-submittal-workflow-markup-added.png