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Procore

View a File in Microsoft Office 365 Using the Company Level Documents Tool

Objective

To view a Microsoft® file in Office 365® using the Company level Documents tool in Procore.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the Company level Documents tool.
      Note: If the file is 'Private', the user must be added to the Permissions list of the file. 

Steps