The Document Management tool is available to accounts in the following countries: United Kingdom, Ireland, Australia, and New Zealand. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.
Required User Permissions:
'Read Only' or higher level permissions to the project's Document Management tool.
Note: You can only find and view documents that you have access to. See How do permissions work in the Document Management tool?
Additional Information:
The following file types can currently be opened in the viewer:
Documents: .pdf, .doc, .docx, .ppt, .pptx
Spreadsheets: .xls, .xlsx
Images: .jpg, .jpeg, .png
Videos: .mp4
Audio: .mp3, .mp4, .wav, .m4a
Markup Layer Support: The mobile viewer supports both Public and Private markup groups. Markup layers created on the Web version are preserved and synced to your mobile device.
Functional Limitations: Renaming, reordering, or deleting markup groups must be performed on the Web application; these management actions are not currently supported on mobile.
You can quickly access drawings and specifications within the Document Management tool by tapping the Drawings or Specifications tool in the Procore app.
Note: The app will not redirect to the Document Management tool if the Drawings or Specifications tools are active on the project.
Open the Procore app on your mobile device.
Tap the project's Document Management tool.
Choose how you want to populate your list of documents:
Option A: View by Saved Views
Tap a saved view listed under a bolded collection name.
Option B: View by Packages
At the top of the screen, tap the toggle to switch from Saved Views to Packages. Tap a Package card to open its detail view, where you can view top-level metadata, interactive progress statistics (Content, Placeholders, and Workflows), and the full list of included documents.
Note: Documents synced for offline use remain accessible inside Packages while offline.
(Optional) Enter a search term into the Search bar, or modify the Filter or Sort options to refine your document list. See Search for and Filter Documents in the Document Management Tool (iOS).
Tap the document you want to view.
Once a document loads in the viewer, use the following gestures to navigate:
View other documents: Swipe left or right to view up to 200 documents listed before or after that document in the saved view or package.
Note: Tapping the navigation arrows achieves the same result. Tap the screen to hide the arrows.
View other pages: Scroll up or down in a multi-page document to view additional pages.
Depending on the file type you are viewing, the following tools are available:
Markups:
View and Filter Markup Layers: Tap the Markups 
icon to open the layers panel. Tap the Private tab to view your personal annotations, or tap the Public tab to view shared project layers. Tap the Eye 
icon next to any markup group name to toggle that specific layer's visibility on or off.
Add a Mobile Markup: Select an active layer, tap the Plus (+) icon, and choose a drawing tool (Ink, Shape, Text, or Cloud). Tap tool options to adjust color, line thickness, and opacity.
Markup List: Tap the ellipsis 
icon and select Markup to view a page-by-page list of annotations with creator names and modified dates. Tap any markup in the list to jump directly to it on the drawing canvas.
Connected Items & Mobile Pinning (Coordination Issues, Observations, RFIs, Punch List):
View Pinned Items: Tap the Connected Items icon (All Items panel) to view linked records. Tap the Filter icon inside any item list to filter between Show status color, Show pinned only, or Show unpinned only.
Link an Existing Item with a Pin: Select an item type (Coordination Issues, Observations, RFIs, or Punch List), tap an unpinned item from the list, and tap Add Pin. Drag the pin to its exact drawing location and tap Save.
Create a New Pinned Item: Select an item type (Coordination Issues, Observations, RFIs, or Punch List), tap the + (Create) button, place the pin on the drawing canvas, and tap Save. Choose a template/category, fill out the required fields, and tap Create.
Escalate a Markup Group to a Pinned Item: Open the Markups panel, check the box next to a markup group, tap ... > Escalate Group to, and select the Item Type. Choose an Existing Item and tap Attach, or tap Create New to generate a new pinned record from the markups.
Revisions/Versions: Tap the Revisions 
icon to view previous versions of the document.
Search: Tap the search 
icon to search text within the document.
Info: Tap the ellipsis icon and select Info 
icon to view all metadata and attributes for the document.
Thumbnail View: Tap the ellipsis icon and select Thumbnail View to switch to page thumbnails.
Share: Tap the Share 
icon to save, share, or print the document.
Note: Available sharing options depend on your mobile operating system and device settings.
When you are done viewing the document, tap the X icon to close the viewer.
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