表单

使用表单工具可以轻松上传、访问和填写可填写的 PDF。 然后，内部和外部协作者可以直接从他们的桌面或移动设备立即访问这些表单。

 
 
 
 
 
 
 
 
 
 
  • 在 Procore 中存储各种项目文档
  • 跟踪发送给责任方以完成的表单
  • 将完成的表单存储在 Procore 中

热门教程（查看全部）

热门常见问题（查看全部）

快速链接

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To browse and search all Procore training videos, visit our video library.

Fill Out a Form (Mobile)
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Fill Out a Form (Mobile) - Field Worker
 
Fill Out a Form (Mobile) - Specialty Contractor
 

Field Worker - Fill Out a Form (Mobile)

 

Owner - Fill Out a Form (Mobile)

 

Owner - Create a Form Template

 

Create a Form Template

 

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Superintendent - Fill out a Form (Mobile)

 

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Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill Out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile)- Field Worker
 
Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

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Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 
Fill Out a Form (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Fill Out a Form (Mobile)
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Fill Out a Form (Mobile) - Field Worker
 
Fill Out a Form (Mobile) - Specialty Contractor
 

Field Worker - Fill Out a Form (Mobile)

 

Owner - Fill Out a Form (Mobile)

 

Owner - Create a Form Template

 

Create a Form Template

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Fill out a Form (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

此页面包括培训视频，展示了如何在项目的表单工具中执行各种任务，或执行与项目的表单工具相关的各种任务。
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表单

下表突出显示了执行所述用户操作所需的用户权限。

icon-mindtouch-table-mobile.png- 表示 Procore 的 iOS 和/或 Android 移动应用程序支持的作。

表单工具

任务 无 只读 标准 管理员
配置高级设置：表单       icon-mindtouch-table-check.png
查看表单icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png 1 个 icon-mindtouch-table-check.png
搜索和筛选表单   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
通过电子邮件发送表单icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
将表单列表导出为 CSV 或 PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
下载项目级别表单   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
填写表单icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
编辑项目级别表单icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
删除项目级别表单icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
从回收站中恢复项目级别表单       icon-mindtouch-table-check.png

1“标准”用户可以查看他们创建的标记为私密的表单。

2 "标准"用户可以编辑他们创建的表单。

管理员工具（公司级别）

任务 无 只读 标准 管理员
创建公司级别表单模板       icon-mindtouch-table-check.png
删除公司级别表单模板       icon-mindtouch-table-check.png

以下列示对该项目的表单工具进行的重大更改。

最近更改

Web 上表单工具的现代化布局（2025 年 1 月 7 日）

在创建或编辑表单模板的表单工具和公司管理员工具的多个页面上查看现代化的新外观。 每个工具中都提供所有相同的任务和功能。例如，没有将表单"信息"页面侧面板中的"电子邮件"和"删除"按钮集成到"信息"页面的主区域中。 有关说明，请参阅 通过电子邮件发送表单 。 在公司管理员工具中，创建和编辑表单模板的工作方式与以前相同，但布局更新了。 有关说明，请参阅创建公司级别表单模板。