Share Document Management Files in a Correspondence Item (iOS)

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目的

To share documents from the Document Management tool by attaching them to a correspondence item on the Procore iOS app.

必要なユーザー権限:
- プロジェクトの文書管理ツールに対する「標準」または「管理者」レベルの権限。
  および
- 'Standard' or 'Admin' level permissions on the item's correspondence type OR 'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on the permissions template.
追加情報:
- Make sure users are added to the necessary permission groups in the Document Management tool so that they can access the files that you attach. See View and Manage Document Permissions.
- 文書管理の添付書類を表示またはダウンロードするには、ユーザーは Procore にログインする必要があります。
- On mobile, you can attach files directly to a correspondence item, but you cannot attach files to user responses and custom fields within a correspondence item.

iOS モバイルデバイスでProcoreアプリを開きます。
プロジェクトの [伝達] ツールをタップします。
Find the correspondence item that you want to add to and tap Edit.
Optional: Create a new correspondence item.
In the 'Attachments' section, tap the Document Management icon.
Find the document you want to share by searching across or within a saved view. See Search for and Filter Documents in the Document Management Tool (iOS).
Tap the document's file name.
Tap Apply. The document is now shown as a tile in the Attachments section of the correspondence item.
[保存] をタップします。