Get the Most Out of the zipBoard + Procore Integration: Markup, Share, and Collaborate Without Downloading PDFs

What You Can Do in zipBoard with Procore Docs

✅ Markup synced PDFs – Visually highlight changes or issues with comments, shapes, and annotations.

✅ Comment and collaborate in real time – Keep discussions centralized and accessible to all team members.

✅ Assign feedback as tasks to team members – Turn comments into actionable tasks for improved accountability.

✅ Share with internal & external stakeholders – No license needed to view, comment, or collaborate in zipBoard.

✅ Keep track of revisions and approvals – Ensure all stakeholders are aligned with the latest updates.

✅ Link RFIs and punch list items directly to drawings and documents – Create contextual references and reduce miscommunication.

✅ Automate RFI workflows – Collaborate and resolve RFIs quickly without relying on fragmented email threads.

✅ Stamp, sign, and download finalized documents– Add official stamps or signatures and export approved submittals or other documents for record-keeping or sharing.

Optimizing Your Workflow with Procore + zipBoard

RFI Collaboration

Instead of long email threads, use zipBoard to gather feedback from multiple stakeholders on RFI documents. Mark up PDFs and assign tasks directly from the comments, ensuring clarity and accountability. RFIs can be tracked and linked directly to relevant drawings, making it easier to follow the discussion and action items in one place.

Submittal Feedback

Streamline submittal reviews by using zipBoard’s annotation tools to approve or request changes. All feedback remains centralized, making follow-ups easier. Once finalized, you can stamp, sign, and download the approved submittal for submission or records.

Drawings Review

When reviewing drawings, use zipBoard’s task assignment feature to highlight required updates. Track the progress of these tasks to ensure timely completion. You can also link punch list items and RFIs to specific drawing elements, providing visual context and reducing the back-and-forth.

Punch List Management

Use zipBoard to mark punch list items directly on project documents. Collaborators can add comments, assign issues, and track progress all in one place. By connecting punch list items to drawings, teams can resolve field issues faster with better traceability.

Maximizing Efficiency with Best Practices

• Use shareable guest links for external reviewers – Get feedback without requiring extra user accounts.
• Use version control to track updates – Keep a clear record of revisions and changes.
• Use comments vs. tasks for different types of feedback – Comments work well for discussions, while tasks help drive action.

Pro Tips for Maximizing Your Document Review & Workflow

• Set up projects or tags for synced docs – Organize your documents efficiently to streamline navigation.
• Set review deadlines and use zipBoard notifications – Keep projects on track by ensuring timely feedback.
• Integrate zipBoard into your weekly review or coordination meetings by using it to track project progress, review feedback, and assign tasks in real time. Share annotated files, update statuses, and ensure everyone stays aligned—making zipBoard an essential part of your team’s workflow.

FAQs

How do I know when new documents are synced?

zipBoard automatically syncs documents from Procore. You can check for the latest updates in your project dashboard in zipBoard.

Can I tag someone in a comment?

Yes! Simply @mention a team member in a comment to notify them directly.

What happens when a document version changes in Procore?

When a document is updated in Procore, zipBoard will reflect the latest version, ensuring you always work with the most up-to-date files.

Need More Control Over Your Procore Integration?

Take full advantage of zipBoard’s integration with Procore by customizing your settings for maximum efficiency. Whether you're syncing select projects, adjusting permissions, or tracking document changes, zipBoard keeps your workflow smooth and organized.

• Check out our latest updates on the zipBoard Blog.
• Want a hands-on experience? Request a Demo and explore how zipBoard can streamline your workflows.
• Or start your 15-day Free Trial!

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👈  Managing and Customizing Your zipBoard+ Procore Integration Settings

👈 Setting Up and Managing the Procore Integration in zipBoard