How to add a pdf download to procore

Click Edit next to the name of the PDF configuration you want to edit. In the 'Apply changes' window, click Update. To add the PDF configuration assignment to one or more projects, mark the checkbox next to each project that you want to assign the PDF configuration to or mark the Select All Projects checkbox to assign it to all projects and click Update.

To remove the PDF configuration assignment from one or more projects, clear the checkbox next to each project that you want to remove the PDF configuration assignment from or clear the Select All Projects checkbox to remove it from all projects and click Update. Background Creating custom form templates at the Company level allows users to easily use the same form templates across multiple projects without having to upload the templates separately to each project.

Important Avoid uploading custom form templates that contain JavaScript and other formulas. See What is a fillable PDF? See What file types does the Forms tool support? Additional Information : Form templates added at the Company level will be automatically available on all projects with the Forms tool. If you intend to use signature fields in your fillable PDFs, please note that any signature fields must be added manually when preparing the fillable PDF. If you would like to download a drawing with your personal markups, you must download it individually from the Viewer.

See Download a Drawing from the Viewer below. The Drawings tool allows you to download a maximum of drawings with Markup at a time. Steps Download Drawings Navigate to the project's Drawings tool. Mark the checkboxes next to the drawings you want to download, or mark the top-most checkbox to select all the drawings in the set you are viewing. Click Download Drawings.

Note: You will have the option to download as a single PDF without markup or as a single PDF with markup only if you have more than one drawing selected. Markup : Select Without Markup or With Markup to specify whether you want published markups on the drawings to appear. Note: If you chose 'With Markup', the 'Select markup to include in the download' section appears.