{"versionId":"0a466036-0dde-4d2a-bff3-08de80a807cf","articleId":"c5e776e6-6e85-463c-31f7-08de84883844","title":"Transfer on-site forms to Procore Documents","tags":["integration","On-site forms and info","Procore"],"content":"<html><head></head><body><p>First, find your Procore project Documents tool and copy the email address.&nbsp;</p>\n<ol style=\"list-style-type: decimal;\">\n<li>\n<p>Navigate to the <strong>Documents</strong>&nbsp;tool.</p>\n</li>\n<li>\n<p>Click the&nbsp;<strong>Configure Settings</strong>&nbsp;<img src=\"https://images.ctfassets.net/plvbd9i6qkpm/8d4e4403c0eed73423d93c414c08e3a6/35b17d2e5497c876221891c1d9e5a114/icons-settings-gear.png?fm=webp&amp;h=15\" alt=\"Icons Settings Gear\" loading=\"lazy\">&nbsp;icon.</p>\n</li>\n<li>\n<p>The email address is listed under Import Options, in the 'To Email Files To This Project' section.<br><img src=\"https://images.ctfassets.net/plvbd9i6qkpm/f802a74ffb15be8ccbe11c1ec4a569c2/49b8b079c076403362ea8014ed5179b9/documents-inbound-email.png?fm=webp\" alt=\"Documents Inbound Email\" loading=\"lazy\"><br><em>Note</em>: Any files attached to an email sent to this address will be added to the 'Emailed Documents' folder.</p>\n</li>\n</ol>\n<div>&nbsp;</div>\n<p>&nbsp;</p>\n<p>Next, in EVA Check-In, set up your Notification address in&nbsp;<strong>Overview &gt; Processes and forms &gt; On-site forms/info &gt; select your form</strong></p>\n<div>Navigate to the <strong>Notifications </strong>section. Use the Who gets notified text boxes to enter your&nbsp;Procore Documents email address. Don't forget to check the 'Attach a PDF file containing answers to submission emails'.&nbsp;</div>\n<div>&nbsp;</div>\n<div><img src=\"https://storage.faqbot.nz/prod/5011149bf4b549fdca2008d81d82c9c1/files/pasted_image_article_transfer-on-site-forms-to-procore-documents_1aaa86b1-e65d-4003-88ba-bb4cb48ab883.png\"></div>\n<p>&nbsp;</p>\n<p>That is all the setup done. When you submit that form a copy of the PDF report will be sent to Procore, almost immediately. &nbsp;</p>\n<div><div><img src=\"https://storage.faqbot.nz/prod/5011149bf4b549fdca2008d81d82c9c1/files/pasted_image_article_transfer-on-site-forms-to-procore-documents_522b836a-0798-45d8-ae69-c65c539892f3.png\"></div></div>\n<p>&nbsp;</p>\n<p>It will appear in the&nbsp;<strong>Emailed documents</strong> folder. From there you can move it to your appropriate project folder.</p>\n<p>&nbsp;</p>\n<p>You can see evidence the submission has been sent in the EVA Check-In <strong>Notification logs</strong>.</p>\n<p>&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/5011149bf4b549fdca2008d81d82c9c1/files/pasted_image_article_transfer-on-site-forms-to-procore-documents_718047a1-6a88-4dea-b6c6-40060732293d.png\"></div>\n<p>&nbsp;</p>\n<p>&nbsp;</p>\n<p>&nbsp;</p></body></html>","description":"EVA Check-In can make customised forms available to checked-in visitors with our mobile App. e.g incident report, hazard report. \nWhen a form is submitted it can be automatically sent to your project document store.","isMarkdown":false,"publishedOnUtc":"2026-03-18T01:46:38.5785523","modifiedOnUtc":"2026-03-18T00:49:32.0728252"}