Fill Out a Form

To fill out a form in the Procore web application.

The Forms tool lets you upload and fill out fillable PDFs.

• Required User Permissions:

  • 'Admin' level permissions on the project's Forms tool.
    Note: Users with 'Standard' level permissions on the project's Forms tool can edit forms they have created.

• Create a Company Level Form Template

Fill Out a Form

1. Navigate to the project's Forms tool.

2. Click Fill Out Form and select the form template you want to use.

3. Complete the form in your web browser.
   OR
   Replace the form with a file from your computer (if enabled). See Configure Advanced Settings: Forms.

   • Optional: Click the download icon and select Download Blank Form to download a blank copy of the form template.

   • Click the upload icon to replace the form template with a new PDF.

4. Update the form's information in the fields under 'Form Info':
   Note: Click the icon to close or to open the 'Form Info' panel.

   • Name: This field is pre-filled with the name of the form template, but you can edit the name.

   • Description: Optional. Enter a description of the form.

   • Private: Mark this checkbox to only allow the form's creator and users with 'Admin' level permissions on the Forms tool to view this completed form.
     Note: The 'Form Info' is not included when a completed form is downloaded. See Download a Project Level Form.

   • Attachments: Optional. Click Attach File(s) or drag-and-drop files from your computer.

5. Click Create.