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Procore Support (en-au)

View Submittal PDF Attachments

Objective

To view submittal PDF attachments in Procore.

Things to Consider

  • Required User Permissions:
    • To view PDF attachments and their markups on submittals not marked 'Private':
      • 'Read Only' level permissions or higher on the project's Submittals tool.
  • Additional Information:
    • Only markups added in Procore are included in the 'Markup List'.
    • Each page of the submittal attachment has its own separate 'Markup List'.
    • If two or more users are viewing or marking up a submittal 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.

Steps

View the Submittal PDF Attachment in the Attachment Viewer

  1. Navigate to the project's Submittals tool.
  2. Click the ItemsPackages, 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 view.

    This table lists the features and available keyboard shortcuts to use when viewing submittal PDF attachments. Other features and keyboard shortcuts are available when reviewing submittal PDF attachments. See Review Submittal PDF Attachments.
     
    Button Label Action Windows Keyboard Shortcut Apple Keyboard Shortcut
    icon-markup-left.png Hide/Show Page Navigator Hide or show the Page Navigator menu. ALT + T OPTION + T
    N/A Scroll Mode Click to select 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 Pan Mode Click and drag your cursor to move across the page.
    For temporary panning, hold the SPACEBAR.
    SHIFT + V SHIFT + V
    Zoom In Zoom in on the page. CTRL + Plus Sign (+) CMD + Plus Sign (+)
    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
    N/A Zoom to Width Fill the attachment viewer with the full width of the page. CTRL + 0 CMD + 0
    Previous Page Move to the previous page. SHIFT + Up Arrow (↑) SHIFT + Up Arrow (↑)
      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.

  4. Click Close to close the attachment viewer and to return to the submittal.

    submittals-pdf-close.png
     

View the Submittal's Information in the Attachment Viewer

  1. Navigate to the project's Submittals tool.
  2. Click the ItemsPackages, 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 view.
  4. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to view.
     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. Click the icon-info2.png icon to open the 'Information' panel.

    submittals-pdf-submittal-info.png

    The 'Information' panel includes the following information:
    • File
      • Name
      • Created On
      • Last Modified
      • Type
      • Size
      • File Restrictions
    • Submittal
      • Title
      • Spec Section
      • Revision
      • Number
      • Type
      • Status
      • Description
    • Ball In Court
      • Users with the current Ball In Court responsibility
  6. Click Close to close the attachment viewer and to return to the submittal.

    submittals-pdf-close.png

View the List of Markups in the Attachment Viewer

  1. Navigate to the project's Submittals tool. 
  2. Click the ItemsPackages, 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 view the markups for.
  4. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to view markups for.
     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. Navigate to a page with markups by clicking on the page label. Pages with markups are indicated by the  icon in the page navigation menu.

    submittals-pdf-page-with-markup.png
     
  7. Click the  icon to open the 'Markup List' panel with a summary of markups added to the page you are viewing in the attachment.

    submittals-pdf-markup-list.png

    The 'Markup List' includes the following information for markups added in Procore:
    • The symbol for the type of markup that was added.
    • The name of the user who added the markup.
    • The company of the user who added the markup.
    • The date and time the markup was added.
  8. Click on an item in the 'Markup List' to highlight where it was added on the page.
    OR
    Click on a markup on the page to highlight its entry in the 'Markup List'.
  9. Navigate to other pages in the attachment to view the 'Markup List' for each page.
  10. Click Close to close the attachment viewer and to return to the submittal.

    submittals-pdf-close.png

Search for Keywords in the Attachment Viewer

  1. Navigate to the project's Submittals tool. 
  2. Click the ItemsPackages, 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 search.
  4. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to search.
     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. Click the icon to open the 'Search' panel.

    submittals-pdf-search.png
  6. Enter a keyword or phrase you want to find in the PDF and press ENTER on your keyboard.

    submittals-pdf-search-results.png
     
  7. Scroll through the search results.
  8. Click on a search result to be taken to its page. The keyword or phrase you entered is highlighted on each page where it is found in the PDF.
  9. Click the X icon in the search bar to clear the search results.

    submittals-pdf-search-clear-results.png
  10. Click Close to close the attachment viewer and to return to the submittal.

    submittals-pdf-close.png

Download the Submittal PDF Attachment from the Attachment Viewer

  1. Navigate to the project's Submittals tool. 
  2. Click the ItemsPackages, 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 download.
  4. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to download.
     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. Click the  icon to download the PDF attachment, including any of its markups added in Procore.

    submittals-pdf-download.png
     
  6. Click Close to close the attachment viewer and to return to the submittal.

    submittals-pdf-close.png

See Also

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