文書管理ツールから文書を同期してダウンロードする (iOS)

Procore iOS アプリケーションで文書を初めて開くと、文書が機器に同期されるため、オフライン モードであってもいつでもすぐにアクセスできます。実際のファイルをデバイスにダウンロードする場合は、[ファイルに保存]オプションを使用できます。現在、マークアップのない文書のみをダウンロードできます。

• Required User Permissions:

  • 'Read Only' or higher level permissions to the project's Document Management tool.
    Note: You can only sync and download documents that you have access to. See How do permissions work in the Document Management tool?

1. Open the Procore app on an iOS mobile device.

2. Tap the Document Management tool.

3. The following actions are available:

   • Sync Documents

     • Sync a Document

     • Sync All Documents in a Saved View

   • Remove a Document from Your Device

   • Download a Document

Sync Documents

You can choose to sync specific documents to view in offline mode, or you can sync all documents within a saved view.

Sync a Document

1. Tap on a saved view to open it. Note: Saved views are listed under the bolded collection names on the main screen of the Document Management tool.

2. Tap the download icon next to the document you want to make available for offline use. Note: Opening the document by tapping on it is another way to sync the document for offline use.

3. The document automatically syncs to your device for offline use, and its download icon changes to the ellipsis icon so that you can remove it from the device as needed.

Sync ALL Documents in a Saved View

1. Tap the download icon next to the saved view that has the documents you want synced. Note: Saved views are listed under the bolded collection names on the main screen of the Document Management tool.

2. All documents within the saved view automatically sync to your device for offline use, and the download icon changes to a check mark .

Remove a Document

If you no longer need to access a certain document that's been synced, you can remove it from your device. This can free up space, but the document will need to sync again the next time you open it.

1. Find the document that you want to remove from your device but do not open it.

2. Tap the ellipsis icon.

3. Tap Remove from device.
   The document is removed from your device and no longer synced.

Download a Document

If you want to save a document to your device's files to open outside of the Procore app, you can download the actual file from the Document Management tool.

1. Find the document that you want to download.

2. Tap the document to open it in the viewer.

3. Tap the ellipsis icon.

4. Tap Share .

5. Tap Save to Files.