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Markup on Documents Tool

Wanting the ability to markup documents in Procore instead of downloading, marking up outside of Procore, and re-uploading

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Ryan Burgos II shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

18 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    PDF editing in documents for iOS. Needing the ability to bookmark, highlight, and make notes on PDFs. Would be great for personal copies of the specifications and other project documents.

  • Dave B commented  ·   ·  Flag as inappropriate

    Issue:
    Design teams and 3rd party groups often supply projects with field reports on their own company specific documents. Teams then need to create records in Procore to trigger follow up by responsible parties but this is often tedious work requiring copying/pasting/extracting text and images from a PDF report into actionable observations.

    Impacted Business Process:
    Distributing action items initiated from an external PDF document through observations.

    Frequency:
    Weekly

    Proposed Solution:
    In addition to a bulk import template for observations (idea linked below) it would be great if Procore implemented the submittal builder technology into documents and allowed teams to highlight sections of a PDF document to create observations or punch items. Expected behavior would be that the document would be linked to observations similar to how inspections and observations are linked.

    https://feedback.procore.com/forums/183340-customer-feedback-for-procore-technologies-inc/suggestions/16667266-observations-import-observations-from-template

  • Nicole Davenport commented  ·   ·  Flag as inappropriate

    Would like the ability to markup items uploaded into the documents tool in Procore, like we can with the Drawings tool

  • showard commented  ·   ·  Flag as inappropriate

    I would like to be able to mark up a document in the same way that you can mark up drawings.

  • Kevin Heinichen commented  ·   ·  Flag as inappropriate

    Edit the list view PDF of any tool. Companies should be able to edit forms on their own. I want to add a signature field to my re-allocation print out for client approval when the SOV is submitted each month.

  • Jasmine Brandt commented  ·   ·  Flag as inappropriate

    client would like the ability to markup items they have uploaded into the documents tool in procore, like they can with drawings

  • Glenn Lewis commented  ·   ·  Flag as inappropriate

    Please make the same markup tools available for the Drawing tools made available for the Documents tool

  • Anonymous commented  ·   ·  Flag as inappropriate

    It would be so nice to do inline edits on PDFs in Procore vs having to save it on your personal drive and then reattach it.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Make documents easier to manage in the documents tab. Emailing them, separating proposals when going from Prime Co to Sub CO...

  • Chris Hinds commented  ·   ·  Flag as inappropriate

    There needs to be a way to markup PDF files in documents without having to download the document and re-upload it into Procore. Just as there are markup capabilities in the Drawings tool, there need to be markup capabilities within the Specs and the Documents.

    The ability to highlight and make notes on the Specs and PDF documents would be huge for us. Otherwise, we are still forced to print documents and make our notes with pen and paper; this doesn't help at all in transitioning to a paper free and more transparent workflow.

  • Alex Harris commented  ·   ·  Flag as inappropriate

    Currently Procore supports markup tool for drawings, which works very well both on computer and with mobile/tablet applications. However, document markups (mainly PDF) is not available. Markup of PDF files in documents with ability to email markups could be beneficial, especially in reducing the need for computers/laptops in the field.

    The functionality is already created and implemented in other applications. It would be taking the same markup tool and just applying it in a new location.

    Example: Interior scope of work, building required dock access forms. Template file in documents. You can open template, markup, send to required contacts. Can do the same another day. Reduces need for computer with which to markup.

    Obviously more beneficial for the smaller projects that don't have capacity for a field office, but can still be useful in other circumstances (specification books, RFI backup, etc.).

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