SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

FORGOT YOUR PASSWORD?

FORGOT YOUR DETAILS?

AAH, WAIT, I REMEMBER NOW!
QUESTIONS? Contact Us | 866-824-4459

ZenTek ConsultantsZenTek Consultants

  • Services
    • Construction Technology
      • Bluebeam Revu Custom Tools
      • Bluebeam Revu and Microsoft Excel Quantity Linking
      • Managed ConTech Services by ZenTek Consultants
      • Practical Use of Autodesk Construction Cloud
      • Services for Procore
      • Streamlining Manufacturing with Bluebeam
      • TEK Bloks
    • CAD & BIM
      • Autodesk Service Provider
      • BIM Services for Architecture and Engineering
      • BIM Services for Construction
      • CAD Standards Service
      • Civil 3D Kickstart
      • Civil 3D Templates
      • Managed CAD Services by ZenTek Consultants
      • ZenPipe for Civil 3D Pressure Networks
      • TEK Bloks
    • Microsoft
      • Microsoft 365 Implementation
      • Microsoft Teams Services
      • SharePoint Online Services
      • TEK Bloks
    • Government & Public Facilities Services
      • Security & Safety
      • Space Planning & Leasing
      • Facility & Inventory Controls
      • Drafting Support
      • TEK Bloks
  • Training & Support
    • Live Online Courses
      • Upcoming Courses
      • AutoCAD Online Courses
      • AutoCAD Civil 3D Online Courses
      • Autodesk Build Essentials Online Course
      • Autodesk InfraWorks Online Courses
      • Autodesk Revit Online Courses
      • Autodesk Vehicle Tracking Online Courses
      • Autodesk 3ds Max Online Courses
      • Autodesk Navisworks Online Courses
      • Bluebeam Revu Online Courses
      • BricsCAD Online Courses
      • Microsoft Online Courses
      • Primavera P6 Live Online Courses
      • Procore Online Courses
    • On-Demand
      • On-Demand Training Courses
    • Other Training Options
      • Custom/Private Training
      • Training Waitlist
      • Training Reimbursement Resources
    • Support
      • TEK Bloks
      • Support Request
  • Software & Hardware
    • Construction
      • Autodesk Construction Cloud
      • Bluebeam Revu
      • ContractorBI™
      • Matterport Software & Cameras
      • Procore
      • TopBuilder Solutions
    • Design
      • BricsCAD
      • Communicator for BricsCAD
      • BricsCAD Shape
      • Bricsys 24/7
      • SmartDraft Solutions
      • Spatial Manager
    • Business
      • Microsoft
      • Microsoft Surface Pro 10
    • ZenTek Software
      • ZenEstimate Tools
      • ZenPipe for Civil 3D Pressure Networks
      • ZenTek Revu Tools
  • Resource Center
    • Resources
      • Blog
      • Tips and Tricks
      • The CADDLE Call Podcast
      • The Frozen Layer Podcast (Canada)
      • TekFlow for Construction: Increase Efficiency and Productivity
      • TekFlow for Government and Public Facilities: Better Access to Data
      • Training Reimbursement Resources
    • Events
      • Upcoming Events
      • Live Webinars
      • Watch Now
  • About Us
    • News
    • Careers
    • Contact Us
    • Promotions
  • Shop Now

Linking Documents, Submittals, RFIs, and more to your Drawings in Procore

ZenTek Consultants
Thursday, 06 April 2023 / Published in AEC

Linking Documents, Submittals, RFIs, and more to your Drawings in Procore

Items to link to document

Have you ever been walking a job site with your drawings and walked into an area where an RFI was discussed, but there are potentially hundreds of RFIs to search & scroll through? Drawings in Procore have the capability to link details and other sheets but you can do the same with RFIs, documents, submittals, and so much more. Allowing your field team to seamlessly transition from the floor plan to the RFI without having multiple steps and menus to navigate through can save time and headaches.

Linking information to a particular drawing in Procore is very easy.

  1. First, open the drawing, go to the markup box and select the one that works best for your scenario. Please note you can change from cloud to a square or circle as the icon you want to display for the markup. While you can create RFIs doing this, documents, submittals, and a few others will already need to be uploaded in Procore. The below photo shows the default location of the Markup tools.
    Procore Markup tools
  2. Once your preferred markup is selected, click & drag to place it where you want. You can adjust the size after you placed it by selecting the handles. After the markup is drawn, a paperclip should appear above it. If it doesn’t, select the markup by clicking it.
    Place markup
  3. Upon clicking on the paperclip, you’ll be presented with a variety of items in which you can link to the document. Select the one you would like to link. Depending on which is selected, a search bar or item selection may appear. Just search or select the item you wish to link and click done.
    Items to link to document
  4. Now there is one more extremely important step so everyone else can look at the linked markup. Select the markup again and click Publish. Without this step, only you can see the markup and the attachment. However, if you just want to link items for your own personal use, do not click Publish.
    Linked Markup

Now you can click on the markup or to have it open your link! This simple set of steps saves a tremendous amount of time on projects that have a lot of documentation. Some important information and documents you want to link outside of RFIs could include Door Hardware submittals, product shop drawings, and owner cut sheets for coordination.

A few other tips for a successful project:

  1. Ensure all your markups of a similar type – use the same color & formatting. An example is to have all RFIs in red (like in the example above), submittals in green, and documents in blue. This should be consistent across all projects.
  2. You may need to update user permissions and folder structures to allow everyone to access a certain document you attached. If your company has private folders in the Documents tool that are only for your company, try creating a new folder outside of that and attach the appropriate documentation.
  3. You can link multiple documents, RFIs, and more to the same markup.

What you can read next

The CADDle Call podcast
Business Analytics for Construction
The CADDle Call podcast
CAD Conventions & Tradeshows
The CADDle Call podcast
The Price is Wrong!

Recent Posts

  • The CADDle Call podcast

    Construction Data Simplified with ContractorBI

  • Construction Forecasting

    Construction Forecasting Done Right: A Key to Successful Project Planning

  • The CADDle Call podcast

    Civil 3D 2026 Release

  • Purge dialog

    Getting Rid of Unwanted Layers

  • The CADDle Call podcast

    Impact of Recent Tariffs on Construction

Categories

Archives

  • Construction Services
  • Government & Public Facilities Services
  • Design Services
  • Online Training
  • Software
  • Government Contracting Specialists
  • About Us

  • Events
  • The CADDle Call Podcast
  • Blog
  • YouTube Channel
  • Promotions
  • Subscribe to Emails
  • Privacy Policy
  • Contact Us
Associated General Contractors of America Member

ACCNJ Member

GBCA Member

Mechanical Contractors Association of Canada (MCAC) Associate Member

Partnering with

Partnering with Autodesk, Bluebeam, BricsCAD, Matterport, Microsoft, Procore, and TopBuilder
  • GET SOCIAL

©2016 - 2025 ZENTEK. LLC 2 University Plaza, Suite 100 Hackensack, NJ 07601 (US) // 620 Nine Mile Drive Suite 208, Bedford, NS B4A 0H4 (CANADA)

TOP
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Do not sell my personal information.
Cookie SettingsAccept
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT