How to Email Files and Folders from the Project Level Documents Tool (Procore Web)
Objective
To email files and folders in the Project level Documents tool to other users.
Steps
SEND DOCUMENTS IN AN EMAIL
- Navigate to the Documents tool.
- Locate the file or folder you want to email.
- Right-click on the file or folder and click Email.
Note: You can also access actions by hovering over or selecting the file or folder.
- Fill out the following fields as necessary:
- To: Select one or more users or groups to email the document to.
- CC: Use the CC field to include other users and keep them informed. You (the sender) will automatically be CC'ed on the email to ensure that you will also receive an email if users reply to the email.
- Private: Mark the checkbox if you want your email to only be viewable by 'Admin' users and the specified recipients of the email.
- Subject: This field will automatically be populated with 'FW: [Folder or File]: [Folder or file name]'. However, you can manually change the 'Subject' line accordingly.
- Attachments: You can attach additional files from the project or files from your computer. The files in the folder or the file you selected will automatically be linked in the email. Preview thumbnails of attached files will not be shown.
- Message: Enter a message in the body of the email.
- Click Send.
Note:
- If you were CC'd on the email, you should have received an email in your inbox with a link to download the file. Recipients can either download files using the hyperlink in the email or click the 'View online' text link to view the document in Procore's web application.
- After a file has been emailed from Procore, a record of the email is stored in the Emails section for that file. The Emails section automatically hides email correspondence records from users who were not on an email's distribution list for 'private' document transfers. However, 'Admin' users can see the email even if they were not included on the email's distribution list.
VIEWAND EXPORT EMAILS ASSOCIATED WITH A DOCUMENT
To export an email from the Emails Log for a file or folder:
- Navigate to the Documents tool.
- Select the file or folder.
- Click the Info icon to open the Information panel.
- Scroll down and click Emails.
Note: Any emails that were sent are revealed in the Emails window.
- Click the Export icon on the email you want to export.
