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Integrations & Sharing

Share Live Project Information with Taliho

Use Procore sync, custom links, password protection, and print layouts to keep field information current and easy to trust.

7 min readUpdated March 6, 2026

Taliho becomes especially powerful when the field can scan into information that stays current without constant reprinting. That is the value of live project sharing: one code in the field, current information behind it, and less guesswork about whether someone is looking at the latest version.

Know your live-sharing tools

There are four common ways to keep information useful after it is posted:

What to use and when
  • Procore tool connections when project data already lives in Procore.
  • Custom links when the best source is a trusted outside URL.
  • Password protection when access should be limited by audience or time.
  • Download and print layouts when the code must be posted physically and remain easy to scan.

Use Procore when the source changes often

If drawings, documents, forms, or other tool data are already managed in Procore, use a Procore-based workflow so the QR code points to the live source instead of a stale export.

Project detail and live project data view in Taliho
Live project-sharing workflows are strongest when the code points to the system your team already updates.

Read the specific guide at Share Procore Tool Data with Taliho. If Procore is not installed and configured yet, start with Configure the Taliho Procore Marketplace Installation.

Not every useful resource needs to be uploaded into Taliho. Sometimes the right answer is a manufacturer page, cloud-hosted folder, order page, or external instructions page.

Use custom links when:

  • the source is already maintained outside Taliho
  • the destination needs to stay under an external system
  • the field only needs a clean, trusted path to that source

Protect the workflows that should not be public

Some QR destinations should not be open to everyone at every hour. Password protection is a practical way to keep control without removing the convenience of scanning.

Use it when:

  • you are sharing sensitive turnover or warranty information
  • a workflow is intended for internal teams only
  • access should be limited by schedule or project timing

Finish the loop with print and placement

A live workflow still needs a strong physical rollout. Choose a print format that fits the environment, make the label readable, and post the code where the information is actually needed.

Before you post
  • Verify the scan result on a phone, not just on desktop.
  • Make the printed label name obvious to the person scanning it.
  • Use durable print output for equipment or high-touch areas.
  • Keep one owner on the team responsible for updating the source when project data changes.

A practical rollout sequence

For most teams, the cleanest rollout order is:

  1. Create one Quick Code or Procore-based share.
  2. Add a supporting custom link only if the field truly needs it.
  3. Apply password protection where the audience is limited.
  4. Print, post, and test the code in the field.

That sequence keeps your workflow understandable while still giving you room to add control where it matters.

For more detail, continue with Add Custom Links to a QR Code, Set Password Protection for Sensitive Access, or Download and Print QR Codes for Real Jobsite Use.

Related guides

Keep moving through the workflow

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