jrajan/support-pages · Datasets at Hugging Face

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If you are not currently signed into Procore, you will be prompted to log in.
If you want to respond to the submittal right now, continue with Respond to a Submittal in Procore below.
View PDF. This opens a PDF copy of the submittal's information in a new tab in your web browser.
Respond to a Submittal in Procore
Click View Online in the Action Required email message.
OR
Navigate to the project's Submittals tool and click View next to the submittal that needs your response. Your name will be listed in the 'Ball In Court' field.
Review the submittal's information and any included attachments.
Note
Any PDF attachments that you added markups to in Procore will be included with your response automatically. See Review Submittal PDF Attachments.
Click Respond next to your name in the 'Submittal Workflow' table.
Optional: Attach any additional files to include with your response.
Click Attach File(s) to add files from other Procore tools or from your computer.
Locate and select (or upload) the files you want to include using the My Computer, Photos, Documents, or Forms options. The options you see may vary based on your user permissions on the project.
Click Attach.
OR
Drag and drop files from your computer.
Click Next.
Add the following information:
Response. Select the appropriate response from the dropdown menu.
Comments. Optional. Enter any comments to include with the response.
OR
Forward the submittal to another user to respond as a 'Reviewer'. See Forward a Submittal for Review.

Click Preview.
Preview the information.
Tip
If there's another step in the submittal's workflow, the user's name or group of users' names in the next step will display in the 'Next in Workflow' field.
Click one of the following options:
Click Respond to save your information and respond to the submittal.
Click Back if you need to change any information you added.
Click Cancel to close the window and return to the submittal's page. Note: Any information you added before closing the window won't be saved.
The system sends an email notification to any user types selected in the 'Approver Role Responds (via Workflow)' email configuration after you save your response. See When does the Submittals tool send email notifications to Procore users?
The system waits until all required users in each step of a submittal's workflow respond before shifting the Ball In Court to the next step.
How can I improve the accuracy of Specification Section Identification? - Procore
When you upload new specifications to a project, Procore can automatically pre-populate the following fields to help expedite the upload and review process:
Specification Number (number and description)
Specification Division (number and description)
Procore leverages text parsing technology to intelligently discover and pre-fill these fields with the correct value based upon the number of each specification section and division.
Tip
In order to improve the accuracy of information populated from the specification upload, we recommend your spec book is configured with following considerations.
Spec Book Page Format
The specification file should be a vector PDF. See What is the difference between raster and vector content in PDFs?
Note: A scanned PDF will result in Procore extracting no spec section except for 00110 - Table of Contents.
The font should be a simple Sans-Serif font, such as Arial or Helvetica (or any UTF8 font).
The page format of the spec book should be consistent throughout. It is recommend to use 8 1/2" x 11" page dimensions in portrait orientation.
The spec section number should be located in the header or footer of every page (i.e. top fifth and bottom fifth of the page).
It is recommended to embed fonts in your PDF files while saving them so that they display as expected when opened in other programs.
If you plan to use the Submittal Builder, make sure all submittals related to this spec section appear under a header that contains the English word, "Submittals."
(Click to view larger image)
Table of Contents
The Table of Contents should be labeled "Table of Contents" or "TOC" on each page of the table of contents.
It should appear in the first 20 pages of the Spec Book.
Note: Procore can only create a key from the table of contents if the book is more than 25 pages.
On these pages, have only the table of contents data. Avoid notes or other information on these pages.
(Click to view larger image)
Division Number and Title
Procore uses CSI MasterFormat Divisions. Test parsing will not pull these from your spec book.
Note: You can edit the division titles and numbers in the configuration page after you upload specifications.
Spec Section Number
Use either the current 6-digit CSI MasterFormat Codes or older 5-digit codes.
Combinations of 5-digit and 6-digit codes are accepted. Procore does not currently support 7-digit or greater spec section numbers.
You do not need to have the word "Section" in front of the section number. Procore will recognize the 5- and 6-digit number as the spec section without a label.
Avoid different 5- or 6-digit numbers close to the top or bottom of the page. If Procore cannot recognize the spec section number in the top or bottom fifth of the page, it will pull the 5- or 6-digit number closest to the top or bottom as the spec section number.
Note: If this cannot be avoided, use the "Number to Ignore" configuration in the Advanced Options of the upload page to tell Procore to ignore this number.
Spec Section Description
Procore looks for the Spec Section Number on each page, but not the Description. Descriptions are pulled from the standard format used, or from a Table of Contents if included in the first 20 pages of the Spec Book.
There should be at least 4 letters in a spec section description.

If you are not currently signed into Procore, you will be prompted to log in.

If you want to respond to the submittal right now, continue with Respond to a Submittal in Procore below.

View PDF. This opens a PDF copy of the submittal's information in a new tab in your web browser.

Respond to a Submittal in Procore

Click View Online in the Action Required email message.

OR

Navigate to the project's Submittals tool and click View next to the submittal that needs your response. Your name will be listed in the 'Ball In Court' field.

Review the submittal's information and any included attachments.

Note

Any PDF attachments that you added markups to in Procore will be included with your response automatically. See Review Submittal PDF Attachments.

Click Respond next to your name in the 'Submittal Workflow' table.

Optional: Attach any additional files to include with your response.

Click Attach File(s) to add files from other Procore tools or from your computer.

Locate and select (or upload) the files you want to include using the My Computer, Photos, Documents, or Forms options. The options you see may vary based on your user permissions on the project.

Click Attach.

OR

Drag and drop files from your computer.

Click Next.

Add the following information:

Response. Select the appropriate response from the dropdown menu.

Comments. Optional. Enter any comments to include with the response.

OR

Forward the submittal to another user to respond as a 'Reviewer'. See Forward a Submittal for Review.

Click Preview.

Preview the information.

Tip

If there's another step in the submittal's workflow, the user's name or group of users' names in the next step will display in the 'Next in Workflow' field.

Click one of the following options:

Click Respond to save your information and respond to the submittal.

Click Back if you need to change any information you added.

Click Cancel to close the window and return to the submittal's page. Note: Any information you added before closing the window won't be saved.

The system sends an email notification to any user types selected in the 'Approver Role Responds (via Workflow)' email configuration after you save your response. See When does the Submittals tool send email notifications to Procore users?

The system waits until all required users in each step of a submittal's workflow respond before shifting the Ball In Court to the next step.

How can I improve the accuracy of Specification Section Identification? - Procore

When you upload new specifications to a project, Procore can automatically pre-populate the following fields to help expedite the upload and review process:

Specification Number (number and description)

Specification Division (number and description)

Procore leverages text parsing technology to intelligently discover and pre-fill these fields with the correct value based upon the number of each specification section and division.

Tip

In order to improve the accuracy of information populated from the specification upload, we recommend your spec book is configured with following considerations.

Spec Book Page Format

The specification file should be a vector PDF. See What is the difference between raster and vector content in PDFs?

Note: A scanned PDF will result in Procore extracting no spec section except for 00110 - Table of Contents.

The font should be a simple Sans-Serif font, such as Arial or Helvetica (or any UTF8 font).

The page format of the spec book should be consistent throughout. It is recommend to use 8 1/2" x 11" page dimensions in portrait orientation.

The spec section number should be located in the header or footer of every page (i.e. top fifth and bottom fifth of the page).

It is recommended to embed fonts in your PDF files while saving them so that they display as expected when opened in other programs.

If you plan to use the Submittal Builder, make sure all submittals related to this spec section appear under a header that contains the English word, "Submittals."

(Click to view larger image)

Table of Contents

The Table of Contents should be labeled "Table of Contents" or "TOC" on each page of the table of contents.

It should appear in the first 20 pages of the Spec Book.

Note: Procore can only create a key from the table of contents if the book is more than 25 pages.

On these pages, have only the table of contents data. Avoid notes or other information on these pages.

(Click to view larger image)

Division Number and Title

Procore uses CSI MasterFormat Divisions. Test parsing will not pull these from your spec book.

Note: You can edit the division titles and numbers in the configuration page after you upload specifications.

Spec Section Number

Use either the current 6-digit CSI MasterFormat Codes or older 5-digit codes.

Combinations of 5-digit and 6-digit codes are accepted. Procore does not currently support 7-digit or greater spec section numbers.

You do not need to have the word "Section" in front of the section number. Procore will recognize the 5- and 6-digit number as the spec section without a label.

Avoid different 5- or 6-digit numbers close to the top or bottom of the page. If Procore cannot recognize the spec section number in the top or bottom fifth of the page, it will pull the 5- or 6-digit number closest to the top or bottom as the spec section number.

Note: If this cannot be avoided, use the "Number to Ignore" configuration in the Advanced Options of the upload page to tell Procore to ignore this number.

Spec Section Description

Procore looks for the Spec Section Number on each page, but not the Description. Descriptions are pulled from the standard format used, or from a Table of Contents if included in the first 20 pages of the Spec Book.

There should be at least 4 letters in a spec section description.