Attach Completed Forms to Daily Log Entries (iOS)

You can browse, search, and attach one or more completed forms (such as checklists, inspections, permits, and sign-offs from the Forms tool) to an existing Daily Log entry directly from your mobile device. Tap and view attached forms directly from the Daily Log entry details in their native mobile view.

This helps field teams to capture and link critical documentation at the point of work without needing to switch to the Web application. This feature improves the speed, accuracy, and reliability of Daily Log as a system of record without forcing teams back to a desktop or browser.

• Required User Permissions:

  • Standard or Admin permissions on the project's Daily Log tool.

  • Standard or higher permissions on the project's Forms tool.

1. Open the Procore app on an iOS mobile device and select a project.
   The Tools screen loads, displaying all tools available for this project.

2. Tap the date you want to add a form attachment to.

3. To locate the log, do the following:

   1. In the Tools section, tap Forms.
      You can view the Daily Log screen displaying all segments for the project.

   2. Tap the desired log type. For example, Manpower.
      Note: You cannot attach completed forms to Timecard Entries, Photos, and Notes/Emails.

   3. Do one of the following:

      1. If there are already existing entries, tap the entry to which you want to attach a completed form.

      2. If there are no entries, tap the createicon to create and attach a completed form to the new entry.

4. On opening the log entry, tap Add Attachment, then tap Templates.
   A screen appears listing the available templates.

5. Select a form template from the available list.
   The Attach Forms screen appears, displaying the options to choose the completed forms.

6. Select the desired form checkbox and tap Attach.
   The selected form is attached to the daily log entry.

7. (Optional) To view the form attachment, go to the entry and tap the attachment.
   You can view the completed form in a native Form detail view.

8. (Optional) To delete a form attachment, go to the entry and tapon the attachment file.